Screener
SVAL vs VIOV
iShares US Small Cap Value Factor ETF vs Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares
Key differences
- VIOV costs 0.10% less per year.
- VIOV is significantly larger than SVAL — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, SVAL has delivered higher annualized returns.
- VIOV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SVAL | VIOV | |
|---|---|---|
| Annual cost (TER) | 0.20% | 0.10% |
| Fund size (AUM) | $188M | $1.8B |
| Since | 2020 | 2010 |
| Dividend yield | 2.30% | 1.61% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +36.9% | +38.7% |
| CAGR 3Y | +18.9% | +15.0% |
| CAGR 5Y | +6.5% | +5.9% |
| Sharpe 3Y | 0.74 | 0.60 |
| Volatility 1Y | 18.05% | 18.61% |
| Max drawdown | -27.44% | -47.36% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to SVAL and VIOV
Explore further