VB vs SVAL
YTDYear to date
SVAL wins+12.2 pts
Past year
SVAL wins+17.0 pts
Fee
VB winslower fee
Yield
SVAL wins+0.9 pts
AUM
VB1067.9× more
3–1SVAL wins
VB and SVAL · year-to-date · as of Nov 4, 2026 · AUM not scored
SVAL vs S&P 500
YTD$42.92 · −1.0% last sessionDividend-adjusted total return. S&P 500 uses VOO.CompareS&P 500+ S&P 500+ Add a fund
Return1D1M3MYTD ▼1Y3Y5YMAX
Total return−1.0%+1.5%−0.9%+26.6%+33.2%+82.7%+53.0%+153.2%
Peer average−0.2%+0.9%−4.2%+16.7%+19.2%+71.2%+37.3%—
S&P 500 · VOO+0.3%−2.6%−1.7%+11.5%+11.9%+90.9%+77.5%+816.4%
iShares SVAL and Vanguard VOO · total return, dividends in · as of Nov 4, 2026
SVAL’s Holdings
TodayNSITInsight Enterprises0.9%AMN0.9%CBRL0.9%OSPN0.8%FIVN0.8%ANF0.7%OCFC0.7%CRSR0.7%HZO0.7%EFOR0.7%CBZ0.7%UTZ0.7%LFST0.7%PENG0.7%MTW0.6%MGNI0.6%STGW0.6%SXC0.6%HSTM0.6%IBEX0.6%AZTA0.6%PGNY0.6%
NSITInsight Enterprises0.9%AMN0.9%CBRL0.9%OSPN0.8%FIVN0.8%ANF0.7%OCFC0.7%CRSR0.7%HZO0.7%EFOR0.7%CBZ0.7%UTZ0.7%
Financial ServicesIndustrialsHealthcareConsumer CyclicalTechnologyOther
iShares SVAL · 244 holdings · top 22 shown · tile size = share of the fund · as of Nov 3, 2026
All 111 Small Cap ETFs
YTD| # | Trend | |||||||
|---|---|---|---|---|---|---|---|---|
| 1 | VB | Morningstar Small-CapReadDesk | 0.03% | 1.2% | +14.4% | +14.4% | $176B | |
| 2 | IJR | Core S&P Small-CapReadDesk | 0.06% | 1.2% | +18.3% | +18.3% | $106B | |
| 3 | IWM | Russell 2000ReadDesk | 0.19% | 1.0% | +14.4% | +14.4% | $75.3B | |
| 4 | VBR | Morningstar Small-Cap ValueReadDesk | 0.05% | 1.8% | +17.4% | +17.4% | $64.1B | |
| 5 | VBK | Morningstar Small-Cap GrowthReadDesk | 0.05% | 0.4% | +10.4% | +10.4% | $43.0B | |
| 6 | DFAS | Dimensional - US Small CapReadDesk | 0.30% | 1.0% | +15.7% | +15.7% | $34.7B | |
| 7 | AVUV | Avantis U.S. Small Cap ValueReadDesk | 0.25% | 1.2% | +21.6% | +21.6% | $32.5B | |
| 8 | DFSV | U.S. Small Cap Value Portfolio ClassReadDesk | 0.31% | 1.4% | +21.0% | +21.0% | $28.0B | |
| 9 | SCHA | U.S. Small-CapReadDesk | 0.03% | 1.1% | +17.1% | +17.1% | $22.0B | |
| 10 | VTWO | Russell 2000ReadDesk | 0.06% | 1.2% | +14.5% | +14.5% | $17.3B | |
| 11 | SPSM | State Street SPDR Portfolio S&P 600 Small CapReadDesk | 0.03% | 1.5% | +18.4% | +18.4% | $16.2B | |
| 12 | IWN | Russell 2000 ValueReadDesk | 0.24% | 1.5% | +19.9% | +19.9% | $14.2B | |
| 13 | IWO | Russell 2000 GrowthReadDesk | 0.24% | 0.5% | +9.3% | +9.3% | $13.8B | |
| 14 | IJS | S&P Small-Cap 600 ValueReadDesk | 0.18% | 1.4% | +18.3% | +18.3% | $7.7B | |
| 15 | IJT | S&P Small-Cap 600 GrowthReadDesk | 0.18% | 0.8% | +18.0% | +18.0% | $7.5B | |
| 16 | FESM | Fidelity Enhanced Small CapReadDesk | 0.28% | 0.9% | +21.5% | +21.5% | $6.4B |
1–16 of 111Page 1 of 7
Small Cap · current AUM · as of Nov 4, 2026
SVAL Payouts by Year
7YLatest payout, Sep 2026
$0.25
a share · every quarter
2.2% yield
2.2% yield
7 years added up
$4.00 a share
$4.00 a share
iShares SVAL · per-share distributions by ex-date · 2020–2026
SVAL’s Peers
YTD| # | Trend | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | VB | Vanguard Morningstar Small-Cap ETFReadVersus | 0.03% | 1.2% | +0.2% | +14.4% | +16.2% | $176B | |
| 2 | IJR | iShares Core S&P Small-Cap ETFReadVersus | 0.06% | 1.2% | −0.3% | +18.3% | +21.3% | $106B | |
| 3 | IWM | iShares Russell 2000 ETFReadVersus | 0.19% | 1.0% | +0.2% | +14.4% | +14.8% | $75.3B | |
| 4 | VBR | Vanguard Morningstar Small-Cap Value ETFReadVersus | 0.05% | 1.8% | −0.4% | +17.4% | +21.0% | $64.1B | |
| 5 | VBK | Vanguard Morningstar Small-Cap Growth ETFReadVersus | 0.05% | 0.4% | +1.1% | +10.4% | +10.0% | $43.0B | |
| 6 | SVAL | iShares US Small Cap Value Factor ETFThis fund | 0.20% | 2.2% | −1.0% | +26.6% | +33.2% | $165M |
#6 of 97 this year · #29 cheapest of 111 · sorted by assetsOpen the US Stock Styles table →
SVAL and its peer group · total return · as of Nov 4, 2026
Cards for This View
SVAL’s Top 10 Holdings
Today7.8%of SVAL sits in these 10
iShares SVAL · weight in the fund · as of Nov 3, 2026
SVAL’s Holdings
TodayNSITInsight Enterprises0.9%AMN0.9%CBRL0.9%OSPN0.8%FIVN0.8%ANF0.7%OCFC0.7%CRSR0.7%HZO0.7%EFOR0.7%CBZ0.7%UTZ0.7%LFST0.7%PENG0.7%MTW0.6%MGNI0.6%STGW0.6%SXC0.6%HSTM0.6%IBEX0.6%AZTA0.6%PGNY0.6%
NSITInsight Enterprises0.9%AMN0.9%CBRL0.9%OSPN0.8%FIVN0.8%ANF0.7%OCFC0.7%CRSR0.7%HZO0.7%EFOR0.7%CBZ0.7%UTZ0.7%
Financial ServicesIndustrialsHealthcareConsumer CyclicalTechnologyOther
iShares SVAL · 244 holdings · top 22 shown · tile size = share of the fund · as of Nov 3, 2026
SVAL vs Peer Average
YTDSVALAvsBPeer average
1D−1.0%−0.2%
1M+1.5%+0.9%
3M−0.9%−4.2%
YTD+26.6%+16.7%
1Y+33.2%+19.2%
3Y+82.7%+71.2%
5Y+53.0%+37.3%
6–1SVAL wins
110 Small cap peers · each row scaled to its leader