SVAL vs IWF5YSVALSVALAvsBIWFIWFiShares US Small Cap Value Factor ETF · $163MiShares Russell 1000 Growth ETF · $119BReturns · dividends in+19.6%3 years · per year$17,116 · $16,957+19.2%+7.8%5 years · per year$14,574 · $15,697+9.4%Cost and income0.20%Expense ratio$20 · $18 on $10k · lower wins0.18%2.20%
Overlap: DFAC, SVAL, IWFToday40.4%most shared, DFAC and IWFDFACSVALIWFDFAC—1.8%40.4%SVAL1.8%—0.0%IWF40.4%0.0%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
SVAL vs IWF5YASVALiShares US Small Cap Value Factor$14,574vsIWFBiShares Russell 1000 Growth$15,697$10k$15kNov 2021Nov 2026
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1DFACDimensional - US Core Equity 2 ETFReadDesk0.21%0.88%−0.7%+14.1%+15.4%+20.7%+10.6%−8.5%$87.7B2BIWFiShares Russell 1000 Growth ETFReadDesk0.18%0.37%−0.4%−1.5%−3.0%+19.2%+9.4%−14.6%$118.9B3ASVALiShares US Small Cap Value Factor ETFReadDesk0.20%2.20%−0.7%+25.0%+29.4%+19.6%+7.8%−9.0%$163MEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1DFACDimensional - US Core Equity 2 ETFReadDesk0.21%0.88%−0.7%+14.1%+15.4%+20.7%+10.6%−8.5%$87.7B2BIWFiShares Russell 1000 Growth ETFReadDesk0.18%0.37%−0.4%−1.5%−3.0%+19.2%+9.4%−14.6%$118.9B3ASVALiShares US Small Cap Value Factor ETFReadDesk0.20%2.20%−0.7%+25.0%+29.4%+19.6%+7.8%−9.0%$163MEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
VUG vs SCHGYTDVanguardVUGVA+4.9%vsBSSCHGSchwab+5.6%Jan 1Nov 12+4.9%+5.6%+4.9%Year to date+5.6%0.03% · $3Fee · on $10k a year0.04% · $4$233BAssets$61.9B1–1levelEnd-of-day Nov 12, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.2%vsBVVIGVanguard+16.0%Jan 1Nov 12+34.2%+16.0%+34.2%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 12, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+7.8%vsBJMJEPIJ.P. Morgan+8.3%Jan 1Nov 12+7.8%+8.3%+7.8%Year to date+8.3%12.2%Yield7.9%$42.6BAssets$47.3B1–1levelEnd-of-day Nov 12, 2026
Overlap: DFAC, SVAL, IWFToday40.4%most shared, DFAC and IWFDFACSVALIWFDFAC—1.8%40.4%SVAL1.8%—0.0%IWF40.4%0.0%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$200most kept, SVALSVAL$220 − $20 = $200DFAC$88 − $21 = $67IWF$37 − $18 = $19KeptFeeEnd-of-day Nov 12, 2026 · yield in dollars minus the fee