Compare · 2 funds side by side · dividends reinvested

VTV and IWM

VTVVanguard×IWMiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,626VTV · best of the two

02 / 04

VTV and IWM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.86%+19.0%+24.0%+21.3%+12.0%−6.4%10.7%$184B1.0

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%1.01%+10.8%+13.5%+19.4%+4.8%−11.1%18.7%$77.4B2.0

Rank among the two1st → 2ndFee, 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: VTV 2004 · IWM 2000

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Value ETF · $184B$17,626

VTV

IWM

iShares Russell 2000 ETF · $77.4B$12,637

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

VTVMeasureIWM

+19.0%Year to dateJan 1 → Nov 5+10.8%

+24.0%1 yearTotal return+13.5%

+21.3%3 years · per year$10,000 became $17,832 · $17,029+19.4%

+12.0%5 years · per year$10,000 became $17,626 · $12,637+4.8%

0.03%Expense ratio$3 · $19 a year on $10k · lower is better0.19%

1.86%Trailing 12-mo yield$186 · $101 a year on $10k1.01%

−6.4%Worst dropSmaller is better−11.1%

10.7%VolatilityLower is calmer18.7%

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

8–0VTV wins

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

More Ways to See the Pairs

VTV vs IWM: Top 5 Holdings

Today

VTV

15.8%in top 5

IWM

in top 51.8%

VTVStockIWM

4.6%MUnot top 5

3.3%JPMnot top 5

2.9%BRK-Bnot top 5

2.6%XOMnot top 5

2.4%JNJnot top 5

not top 5GKOS0.5%

not top 5BTSG0.4%

not top 5UMBF0.3%

not top 5EAT0.3%

not top 5TWST0.3%

Held in common0.0%

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

VTV vs IWM Returns, Every Period

VanguardVTV

+12.0%

5 years, per year

IWMiShares

+4.8%

5 years, per year

VTVIWMFaded: behind in that period

4–0VTV wins

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

VTV vs IWM

YTD

VanguardVTV

+19.0%

IWMiShares

+10.8%

+19.0%Year to date+10.8%

−6.4%Worst drop · 1Y−11.1%

10.7%Volatility · 1Y18.7%

1.9%Yield1.0%

$184BAssets$77.4B

4–0VTV wins

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

Cost, Income and Risk

Fees: VTV, IWM

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

IWM0.19%$19

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

Yields: VTV, IWM

1.86%highest, VTV

FundTrailing yieldYield$10k

VTV1.86%$186

IWM1.01%$101

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

Income After Fees on $10,000

$183most kept, VTV

VTV$186 − $3 = $183

IWM$101 − $19 = $82

KeptFee

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

Overlap: VTV, IWM

Today

0.0%most shared, VTV and IWM

VTVIWM

VTV—0.0%

IWM0.0%—

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

Return vs Bumpiness: 2 ETFs

+24.0%VTV, at 10.7% volatility

VTVWorst drop−6.4%10.7% vol

IWMWorst drop−11.1%18.7% vol

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

Paid More vs Made More

YTD

VTVIWM

+19.0%Year to date+10.8%

1.9%Yield1.0%

+24.0%Past year+13.5%

0.03%Fee0.19%

4–0VTV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.9B

2–0VTV wins

End-of-day Nov 5, 2026

IWM vs VB

YTD

iSharesIWM

+10.8%

VBVanguard

+11.2%

+10.8%Year to date+11.2%

1.0%Yield1.3%

$77.4BAssets$76.9B

2–0VB wins

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