SVAL vs IWM

ASVAL

BIWM

Measures won5–1SVAL wins · of 6 · 5Y

$10,000 · 5Y$16,902VUG · SVAL $15,301

Lowest cost0.03%VUG · $3 on $10k

Most income2.17%SVAL · $217 on $10k

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

Held in common14.7%SVAL and IWM

SVAL

IWM

iShares US Small Cap Value Factor ETF · $163MiShares Russell 2000 ETF · $75.8B

+22.3%3 years · per year$18,272 · $17,832+21.3%

+8.9%5 years · per year$15,301 · $13,064+5.5%

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

2.17%12-mo yield$217 · $98 on $10k0.98%

−9.0%Worst dropSmaller wins−11.1%

14.8%VolatilityLower wins18.1%

5–1SVAL wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSVAL · IWM

0.7%ANF0.2%

0.4%SWX0.2%

0.5%MATX0.2%

0.4%BKH0.2%

Held in common14.7%

End-of-day Nov 3, 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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+1.0%	+4.7%	+2.5%	+25.3%	+11.1%	−16.1%	$232.9B
2	ASVAL	iShares US Small Cap Value Factor ETFRead Desk	0.20%	2.17%	−1.0%	+26.6%	+33.2%	+22.3%	+8.9%	−9.0%	$163M
3	BIWM	iShares Russell 2000 ETFRead Desk	0.19%	0.98%	+0.2%	+14.4%	+14.8%	+21.3%	+5.5%	−11.1%	$75.8B

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

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+1.0%	+4.7%	+2.5%	+25.3%	+11.1%	−16.1%	$232.9B
2	ASVAL	iShares US Small Cap Value Factor ETFRead Desk	0.20%	2.17%	−1.0%	+26.6%	+33.2%	+22.3%	+8.9%	−9.0%	$163M
3	BIWM	iShares Russell 2000 ETFRead Desk	0.19%	0.98%	+0.2%	+14.4%	+14.8%	+21.3%	+5.5%	−11.1%	$75.8B

End-of-day Nov 3, 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

$15,301

IWM

iShares Russell 2000

$13,064

MeasureSVALIWM

Fee0.20%0.19%

Cost on $10k a year$20$19

Yield2.17%0.98%

5 years, per year+8.9%+5.5%

3 years, per year+22.3%+21.3%

Worst drop · 1Y−9.0%−11.1%

Volatility · 1Y14.8%18.1%

5–1measures won
SVAL first

14.7%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.7%

SCHGSchwab

+5.5%

+4.7%Year to date+5.5%

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

$233BAssets$61.1B

1–1level

End-of-day Nov 3, 2026

IWM vs VB

YTD

iSharesIWM

+14.4%

VBVanguard

+14.4%

+14.4%Year to date+14.4%

1.0%Yield1.2%

$75.8BAssets$76.9B

1–0VB wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

Overlap: SVAL, IWM, VUG

Today

14.7%most shared, SVAL and IWM

SVALIWMVUG

SVAL—14.7%0.0%

IWM14.7%—0.0%

VUG0.0%0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$197most kept, SVAL

SVAL$217 − $20 = $197

IWM$98 − $19 = $79

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee