SVAL vs IWM

ASVAL

BIWM

Measures won5–1SVAL wins · of 6 · 5Y

$10,000 · 5Y$15,330IWF · SVAL $14,959

Lowest cost0.18%IWF · $18 on $10k

Most income2.23%SVAL · $223 on $10k

Smallest drop−9.0%SVAL · worst fall in 1Y

Held in common14.3%SVAL and IWM

SVAL

IWM

iShares US Small Cap Value Factor ETF · $165MiShares Russell 2000 ETF · $77.4B

+20.6%3 years · per year$17,555 · $17,029+19.4%

+8.4%5 years · per year$14,959 · $12,637+4.8%

0.20%Expense ratio$20 · $19 on $10k · lower wins0.19%

2.23%12-mo yield$223 · $101 on $10k1.01%

−9.0%Worst dropSmaller wins−11.1%

15.4%VolatilityLower wins18.7%

5–1SVAL wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSVAL · IWM

0.8%ANF0.3%

0.4%SWX0.2%

0.4%BKH0.2%

0.5%MATX0.2%

Held in common14.3%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
2	ASVAL	iShares US Small Cap Value Factor ETFRead Desk	0.20%	2.23%	−3.9%	+23.2%	+29.8%	+20.6%	+8.4%	−9.0%	$165M
3	BIWM	iShares Russell 2000 ETFRead Desk	0.19%	1.01%	−4.6%	+10.8%	+13.5%	+19.4%	+4.8%	−11.1%	$77.4B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
2	ASVAL	iShares US Small Cap Value Factor ETFRead Desk	0.20%	2.23%	−3.9%	+23.2%	+29.8%	+20.6%	+8.4%	−9.0%	$165M
3	BIWM	iShares Russell 2000 ETFRead Desk	0.19%	1.01%	−4.6%	+10.8%	+13.5%	+19.4%	+4.8%	−11.1%	$77.4B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SVAL vs IWM

SVAL

iShares US Small Cap Value Factor

$14,959

IWM

iShares Russell 2000

$12,637

MeasureSVALIWM

Fee0.20%0.19%

Cost on $10k a year$20$19

Yield2.23%1.01%

5 years, per year+8.4%+4.8%

3 years, per year+20.6%+19.4%

Worst drop · 1Y−9.0%−11.1%

Volatility · 1Y15.4%18.7%

5–1measures won
SVAL first

14.3%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

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

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

Overlap: SVAL, IWM, IWF

Today

14.3%most shared, SVAL and IWM

SVALIWMIWF

SVAL—14.3%0.0%

IWM14.3%—0.0%

IWF0.0%0.0%—

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

Income After Fees on $10,000

$203most kept, SVAL

SVAL$223 − $20 = $203

IWM$101 − $19 = $82

IWF$39 − $18 = $21

KeptFee

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