Compare · 3 funds side by side · dividends reinvested

VO, SIZE and IWF

02 / 04

−0.1%

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,505IWF · best of the three

Story of the three · IncomeMost incomeSIZE · 1.36% · $136 a year on $10k

Story of the three · RiskSmallest drop

VO, SIZE and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+14.0%+13.7%+18.5%+6.6%−8.2%13.2%$103B1.8

iShares MSCI USA Size Factor ETFUS Stock Styles · Large cap0.15%1.36%+13.3%+14.6%+17.7%+7.3%−8.0%13.4%$435M1.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.6%−3.9%+18.6%+9.2%−14.6%19.6%$118B2.5

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 13, 2026 · returns include dividends · since: VO 2004 · SIZE 2013 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares MSCI USA Size Factor ETF · $435M$14,195

SIZE

IWF

iShares Russell 1000 Growth ETF · $118B$15,505

$10,000 five years ago, dividends reinvested · they hold 21.2% in common

SIZEMeasure

More Ways to See the Pairs

SIZE vs IWF: Top 5 Holdings

Today

SIZE

1.9%in top 5

IWF

in top 538.2%

SIZEStockIWF

not top 5NVDA12.8%

not top 5AAPL8.8%

not top 5MSFT6.1%

not top 5GOOGL5.4%

not top 5AVGO

Cost, Income and Risk

Fees: VO, SIZE, IWF

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

SIZE0.15%$15

IWF0.18%$18

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: VO, SIZE, IWF

1Y

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+3.9%

SCHGSchwab

+4.7%

+3.9%Year to date+4.7%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.4B

1–1level

End-of-day Nov 13, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

IWF

+13.3%Year to dateJan 1 → Nov 13−2.6%

+14.6%1 yearTotal return−3.9%

+17.7%3 years · per year$10,000 became $16,310 · $16,699+18.6%

+7.3%5 years · per year$10,000 became $14,195 · $15,505+9.2%

0.15%Expense ratio$15 · $18 a year on $10k · lower is better0.18%

1.36%Trailing 12-mo yield$136 · $38 a year on $10k0.38%

−8.0%Worst dropSmaller is better−14.6%

13.4%VolatilityLower is calmer19.6%

SIZEIWF Winner of the row, in its colourEach row: the bigger of the two fills its side

6–2SIZE wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

5.1%

0.4%SNnot top 5

0.4%OKTAnot top 5

0.4%KMBnot top 5

0.4%VMRKnot top 5

0.3%VEEVnot top 5

Held in common21.2%

End-of-day Nov 13, 2026 · share of each fund

SIZE vs IWF Returns, Every Period

5Y

iSharesSIZE

+7.3%

5 years, per year

IWFiShares

+9.2%

5 years, per year

SIZEIWFFaded: behind in that period

2–2Level

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

SIZE vs VO

YTD

iSharesSIZE

+13.3%

VOVanguard

+14.0%

+13.3%Year to date+14.0%

−8.0%Worst drop · 1Y−8.2%

13.4%Volatility · 1Y13.2%

1.4%Yield1.3%

$435MAssets$103B

2–2level

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1.36%highest, SIZE

FundTrailing yieldYield$10k

SIZE1.36%$136

VO1.35%$135

IWF0.38%$38

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$132most kept, VO

VO$135 − $3 = $132

SIZE$136 − $15 = $121

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: VO, SIZE, IWF

Today

49.4%most shared, VO and SIZE

VOSIZEIWF

VO—49.4%9.4%

SIZE49.4%—21.2%

IWF9.4%21.2%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+14.6%SIZE, at 13.4% volatility

VOWorst drop−8.2%13.2% vol

SIZEWorst drop−8.0%13.4% vol

IWFWorst drop−14.6%19.6% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

SIZEVO

+13.3%Year to date+14.0%

1.4%Yield1.3%

+14.6%Past year+13.7%

0.15%Fee0.03%

2–2level

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.5BAssets$47.1B

1–1level

End-of-day Nov 13, 2026

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VO, SIZE and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three