Compare · 4 funds side by side · dividends reinvested

VO, SVAL, VUG and IWF

VOVanguard×SVALiShares×VUGVanguard×IWFiShares×

02 / 04

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,557VUG · best of the four

Story of the four · IncomeMost incomeSVAL · 2.19% · $219 a year on $10k

Story of the four · RiskSmallest drop

VO, SVAL, VUG and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.33%+15.0%+15.0%+18.8%+6.9%−8.2%13.1%$103B2.1

iShares US Small Cap Value Factor ETFUS Stock Styles · Small cap0.20%2.19%+25.9%+30.9%+19.3%+7.8%−9.0%15.5%$162M2.1

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+5.1%+3.6%+22.6%+10.6%−15.1%19.1%$233B2.4

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.2%−2.8%+19.8%+9.8%−14.6%19.6%$119B3.3

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 11, 2026 · returns include dividends · since: VO 2004 · SVAL 2020 · VUG 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Vanguard Morningstar Mid-Cap ETF · $103B$13,944

VO

More Ways to See the Pairs

VO vs SVAL: Top 5 Holdings

Today

VO

5.3%in top 5

SVAL

in top 54.1%

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

Cost, Income and Risk

Fees: VO, SVAL, VUG, IWF

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

VUG0.03%$3

IWF0.18%$18

SVAL0.20%$20

End-of-day Nov 11, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+5.1%

SCHGSchwab

+5.9%

+5.1%Year to date+5.9%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

SVAL

iShares US Small Cap Value Factor ETF · $162M$14,577

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

VOMeasureSVAL

+15.0%Year to dateJan 1 → Nov 11+25.9%

+15.0%1 yearTotal return+30.9%

+18.8%3 years · per year$10,000 became $16,782 · $16,990+19.3%

+6.9%5 years · per year$10,000 became $13,944 · $14,577+7.8%

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

1.33%Trailing 12-mo yield$133 · $219 a year on $10k2.19%

−8.2%Worst dropSmaller is better−9.0%

13.1%VolatilityLower is calmer15.5%

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

3–5SVAL wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5NSIT0.9%

not top 5MGNI0.9%

not top 5CBRL0.8%

not top 5PGNY0.8%

not top 5LFST0.8%

Held in common0.0%

End-of-day Nov 11, 2026 · share of each fund

VO vs SVAL Returns, Every Period

5Y

VanguardVO

+6.9%

5 years, per year

SVALiShares

+7.8%

5 years, per year

VOSVALFaded: behind in that period

0–4SVAL wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

VO vs SVAL

YTD

VanguardVO

+15.0%

SVALiShares

+25.9%

+15.0%Year to date+25.9%

−8.2%Worst drop · 1Y−9.0%

13.1%Volatility · 1Y15.5%

1.3%Yield2.2%

$103BAssets$162M

2–2level

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

Yields: VO, SVAL, VUG, IWF

1Y

2.19%highest, SVAL

FundTrailing yieldYield$10k

SVAL2.19%$219

VO1.33%$133

VUG0.41%$41

IWF0.37%$37

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$199most kept, SVAL

SVAL$219 − $20 = $199

VO$133 − $3 = $130

VUG$41 − $3 = $38

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: VO, SVAL, VUG, IWF

Today

78.0%most shared, VUG and IWF

VOSVALVUGIWF

VO—0.0%10.2%9.4%

SVAL0.0%—0.0%0.0%

VUG10.2%0.0%—78.0%

IWF9.4%0.0%78.0%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+30.9%SVAL, at 15.5% volatility

VOWorst drop−8.2%13.1% vol

SVALWorst drop−9.0%15.5% vol

VUGWorst drop−15.1%19.1% vol

IWFWorst drop−14.6%19.6% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

SVALVO

+25.9%Year to date+15.0%

2.2%Yield1.3%

+30.9%Past year+15.0%

0.20%Fee0.03%

3–1SVAL wins

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

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VO, SVAL, VUG and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four