Compare · 3 funds side by side · dividends reinvested

XJR, IWM and VUG

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,394VUG · best of the three

Story of the three · IncomeMost incomeIWM · 0.97% · $97 a year on $10k

Story of the three · RiskSmallest drop

XJR, IWM and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares ESG Select Screened S&P Small-Cap ETFUS Stock Styles · Small cap0.12%0.93%+18.4%+21.5%+16.3%+5.6%−10.2%17.0%$216M1.6

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%0.97%+14.8%+17.3%+18.5%+4.9%−11.1%18.8%$77.9B2.1

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+3.4%+4.2%+22.2%+10.4%−15.1%19.1%$233B2.3

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

End-of-day Nov 10, 2026 · returns include dividends · since: XJR 2020 · IWM 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares ESG Select Screened S&P Small-Cap ETF · $216M$13,147

XJR

IWM

iShares Russell 2000 ETF · $77.9B$12,731

$10,000 five years ago, dividends reinvested · they hold 43.6% in common

XJRMeasure

More Ways to See the Pairs

XJR vs IWM: Top 5 Holdings

Today

XJR

3.0%in top 5

IWM

in top 51.9%

XJRStockIWM

0.7%VSATnot top 5

0.6%RHPnot top 5

0.6%PAYCnot top 5

0.6%MTCHnot top 5

0.6%VSXYnot top 5

Cost, Income and Risk

Fees: XJR, IWM, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

XJR0.12%$12

IWM0.19%$19

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

Yields: XJR, IWM, VUG

1Y

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+3.4%

SCHGSchwab

+4.1%

+3.4%Year to date+4.1%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 10, 2026

IWM vs VB

YTD

iSharesIWM

+14.8%

VBVanguard

+14.8%

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

IWM

+18.4%Year to dateJan 1 → Nov 10+14.8%

+21.5%1 yearTotal return+17.3%

+16.3%3 years · per year$10,000 became $15,725 · $16,624+18.5%

+5.6%5 years · per year$10,000 became $13,147 · $12,731+4.9%

0.12%Expense ratio$12 · $19 a year on $10k · lower is better0.19%

0.93%Trailing 12-mo yield$93 · $97 a year on $10k0.97%

−10.2%Worst dropSmaller is better−11.1%

17.0%VolatilityLower is calmer18.8%

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

6–2XJR wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5GKOS0.5%

not top 5FROG0.4%

not top 5BTSG0.4%

not top 5UMBF0.3%

not top 5MOG-A0.3%

Held in common43.6%

End-of-day Nov 10, 2026 · share of each fund

XJR vs IWM Returns, Every Period

5Y

iSharesXJR

+5.6%

5 years, per year

IWMiShares

+4.9%

5 years, per year

XJRIWMFaded: behind in that period

3–1XJR wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

XJR vs IWM

YTD

iSharesXJR

+18.4%

IWMiShares

+14.8%

+18.4%Year to date+14.8%

−10.2%Worst drop · 1Y−11.1%

17.0%Volatility · 1Y18.8%

0.9%Yield1.0%

$216MAssets$77.9B

3–1XJR wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

0.97%highest, IWM

FundTrailing yieldYield$10k

IWM0.97%$97

XJR0.93%$93

VUG0.41%$41

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$81most kept, XJR

XJR$93 − $12 = $81

IWM$97 − $19 = $78

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: XJR, IWM, VUG

Today

43.6%most shared, XJR and IWM

XJRIWMVUG

XJR—43.6%0.0%

IWM43.6%—0.0%

VUG0.0%0.0%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+21.5%XJR, at 17.0% volatility

XJRWorst drop−10.2%17.0% vol

IWMWorst drop−11.1%18.8% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

IWMXJR

+14.8%Year to date+18.4%

1.0%Yield0.9%

+17.3%Past year+21.5%

0.19%Fee0.12%

3–1XJR wins

End-of-day Nov 10, 2026

Year to date

+14.8%

1.0%Yield1.2%

$77.9BAssets$76.9B

1–0VB wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

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XJR, IWM and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three