IWF vs IWM

Both IWF and IWM are ETFs. IWF has a higher 5-year return than IWM (18.65% vs 10.25%). IWF and IWM have the same expense ratio (0.19%). Below is the comparison between IWF and IWM.

IWF IWM
Segment Equity: U.S. - Large Cap Growth Equity: U.S. - Small Cap
Issuer BlackRock BlackRock
Net Assets $49.46B $30.68B
Expense Ratio 0.19% 0.19%
Management Style passive (index-based) passive (index-based)
Dividend Yield 1.01% 1.61%
Underlying Index Russell 1000 Growth Index Russell 2000 Index
YTD Return 29.06% 8.33%
1-Year Return 34.56% 13.64%
3-Year Return 21.07% 7.31%
5-Year Return 18.65% 10.25%
10-Year Return 16.70% 10.97%

IWF description

The Fund seeks investment returns that correspond generally to the price and yield performance, before fees and expenses, of the Index. Uses a replication strategy. The Index measures the performance of the large-capitalization growth sector of the US equity market.

IWF performance & returns

YTD Return 29.06%
1-Month Return 1.44%
3-Month Return 3.92%
1-Year Return 34.56%
3-Year Return 21.07%
5-Year Return 18.65%
10-Year Return 16.70%
IWF expense ratio is 0.19%.

IWF holdings

Top 10 Holdings (43.91% of Total Assets)

Name Symbol % Assets
Microsoft Corp MSFT 10.41%
Apple Inc AAPL 10.19%
Amazon.com Inc AMZN 7.99%
Facebook Inc A FB 3.72%
Alphabet Inc A GOOGL 2.26%
Visa Inc Class A V 2.23%
Alphabet Inc Class C GOOG 2.22%
Mastercard Inc A MA 1.78%
UnitedHealth Group Inc UNH 1.58%
NVIDIA Corp NVDA 1.53%

Other relevant IWF comparisons

You may also want to check out the following IWF comparisons that investors often look for on Finny

Or use Finny Compare Wizard to create a comparison you’d like to see.

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%
BJ's Wholesale Club Holdings Inc BJ 0.29%
Churchill Downs Inc CHDN 0.29%
Helen Of Troy Ltd HELE 0.27%
MyoKardia Inc MYOK 0.27%
Novavax Inc NVAX 0.27%
SiteOne Landscape Supply Inc SITE 0.27%
EastGroup Properties Inc EGP 0.26%
Ultragenyx Pharmaceutical Inc RARE 0.25%

Other relevant IWM comparisons

You may also want to check out the following IWM comparisons that investors often look for on Finny

Or use Finny Compare Wizard to create a comparison you’d like to see.

You can check out all comparisons Finny users have looked for here. Feel free to the browse the list and view the comparisons that are of an interest to you.

7-day free trial: Get unlimited comparisons, and stock, ETF and mutual fund analyses for just $15 a month, without ads. Start a free trial. Go ad free!

Follow Us