Compare · 3 funds side by side · dividends reinvested

VO, SVAL and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,330IWF · best of the three

02 / 04

VO, SVAL and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares US Small Cap Value Factor ETFUS Stock Styles · Small cap0.20%2.23%+23.2%+29.8%+20.6%+8.4%−9.0%15.4%$165M1.6

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.7%+12.4%+18.9%+6.4%−8.2%12.9%$103B1.9

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$121B2.5

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

End-of-day Nov 5, 2026 · returns include dividends · since: VO 2004 · SVAL 2020 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Mid-Cap ETF · $103B$13,616

SVAL

iShares US Small Cap Value Factor ETF · $165M$14,959

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

VOMeasureSVAL

+10.7%Year to dateJan 1 → Nov 5+23.2%

+12.4%1 yearTotal return+29.8%

+18.9%3 years · per year$10,000 became $16,795 · $17,555+20.6%

+6.4%5 years · per year$10,000 became $13,616 · $14,959+8.4%

0.03%Expense ratio$3 · $20 a year on $10k · lower is better0.20%

1.39%Trailing 12-mo yield$139 · $223 a year on $10k2.23%

−8.2%Worst dropSmaller is better−9.0%

12.9%VolatilityLower is calmer15.4%

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

3–5SVAL wins

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

More Ways to See the Pairs

VO vs SVAL: Top 5 Holdings

Today

5.3%in top 5

SVAL

in top 54.3%

VOStockSVAL

1.1%NETnot top 5

1.1%VLOnot top 5

1.1%MPCnot top 5

1.0%PSXnot top 5

1.0%PWRnot top 5

not top 5NSIT0.9%

not top 5AMN0.9%

not top 5CBRL0.9%

not top 5FIVN0.8%

not top 5OSPN0.8%

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

VO vs SVAL Returns, Every Period

VanguardVO

+6.4%

5 years, per year

SVALiShares

+8.4%

5 years, per year

VOSVALFaded: behind in that period

0–4SVAL wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

VO vs SVAL

YTD

VanguardVO

+10.7%

SVALiShares

+23.2%

+10.7%Year to date+23.2%

−8.2%Worst drop · 1Y−9.0%

12.9%Volatility · 1Y15.4%

1.4%Yield2.2%

$103BAssets$165M

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VO, SVAL, IWF

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IWF0.18%$18

SVAL0.20%$20

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: VO, SVAL, IWF

2.23%highest, SVAL

FundTrailing yieldYield$10k

SVAL2.23%$223

VO1.39%$139

IWF0.39%$39

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$203most kept, SVAL

SVAL$223 − $20 = $203

VO$139 − $3 = $136

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: VO, SVAL, IWF

Today

9.2%most shared, VO and IWF

VOSVALIWF

VO—0.0%9.2%

SVAL0.0%—0.0%

IWF9.2%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+29.8%SVAL, at 15.4% volatility

VOWorst drop−8.2%12.9% vol

SVALWorst drop−9.0%15.4% vol

IWFWorst drop−14.6%19.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SVALVO

+23.2%Year to date+10.7%

2.2%Yield1.4%

+29.8%Past year+12.4%

0.20%Fee0.03%

3–1SVAL wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026