IWM vs IVV

Both IWM and IVV are ETFs. IWM has a lower 5-year return than IVV (10.25% vs 13.43%). IWM has a higher expense ratio than IVV (0.19% vs 0.04%). Below is the comparison between IWM and IVV.

IVV IWM
Segment Equity: U.S. - Large Cap Equity: U.S. - Small Cap
Issuer BlackRock BlackRock
Net Assets $175.29B $30.68B
Expense Ratio 0.04% 0.19%
Management Style passive (index-based) passive (index-based)
Dividend Yield 2.34% 1.61%
Underlying Index S&P 500 Russell 2000 Index
YTD Return 11.99% 8.33%
1-Year Return 16.57% 13.64%
3-Year Return 13.41% 7.31%
5-Year Return 13.43% 10.25%
10-Year Return 13.75% 10.97%

IWM description

The Fund seeks to track the investment results of the Russell 2000 Index which measures the performance of the small-capitalization sector of the US equity market.

IWM performance & returns

YTD Return 8.33%
1-Month Return 10.41%
3-Month Return 14.41%
1-Year Return 13.64%
3-Year Return 7.31%
5-Year Return 10.25%
10-Year Return 10.97%
IWM expense ratio is 0.19%.

IWM holdings

Top 10 Holdings (2.78% of Total Assets)

Name Symbol % Assets
Deckers Outdoor Corp DECK 0.31%
LHC Group Inc LHCG 0.30%
Churchill Downs Inc CHDN 0.29%
BJ's Wholesale Club Holdings Inc BJ 0.29%
SiteOne Landscape Supply Inc SITE 0.27%
Novavax Inc NVAX 0.27%
MyoKardia Inc MYOK 0.27%
Helen Of Troy Ltd HELE 0.27%
EastGroup Properties Inc EGP 0.26%
Ultragenyx Pharmaceutical Inc RARE 0.25%

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IVV description

The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the S&P 500 Index. Uses a replication strategy to try to track the Index, which includes approximately 77% of the market capitalization of all publicly traded US equity securities.

IVV performance & returns

YTD Return 11.99%
1-Month Return 3.50%
3-Month Return 5.48%
1-Year Return 16.57%
3-Year Return 13.41%
5-Year Return 13.43%
10-Year Return 13.75%
IVV expense ratio is 0.04%.

IVV holdings

Top 10 Holdings (26.91% of Total Assets)

Name Symbol % Assets
Microsoft Corp MSFT 6.01%
Apple Inc AAPL 5.79%
Amazon.com Inc AMZN 4.50%
Facebook Inc A FB 2.13%
Alphabet Inc A GOOGL 1.66%
Alphabet Inc Class C GOOG 1.61%
Johnson & Johnson JNJ 1.44%
Berkshire Hathaway Inc Class B BRK.B 1.35%
Visa Inc Class A V 1.27%
Procter & Gamble Co PG 1.15%

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