IWM vs IWV

Both IWM and IWV are ETFs. IWM has a lower 5-year return than IWV (10.25% vs 13.26%). IWM has a lower expense ratio than IWV (0.19% vs 0.2%). Below is the comparison between IWM and IWV.

IWM IWV
Segment Equity: U.S. - Small Cap Equity: U.S. - Total Market
Issuer BlackRock BlackRock
Net Assets $30.68B $8.51B
Expense Ratio 0.19% 0.20%
Management Style passive (index-based) passive (index-based)
Dividend Yield 1.61% 1.96%
Underlying Index Russell 2000 Index Russell 3000 Index
YTD Return 8.33% 13.08%
1-Year Return 13.64% 17.56%
3-Year Return 7.31% 13.14%
5-Year Return 10.25% 13.26%
10-Year Return 10.97% 13.46%

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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IWV description

The Fund seeks investment results that correspond to the price and yield performance, before fees and expenses, of the Russell 3000 Index. Uses a replication strategy. The Index is a capitalization-weighted index of the largest public companies domiciled in the US and its territories.

IWV performance & returns

YTD Return 13.08%
1-Month Return 4.19%
3-Month Return 6.92%
1-Year Return 17.56%
3-Year Return 13.14%
5-Year Return 13.26%
10-Year Return 13.46%
IWV expense ratio is 0.2%.

IWV holdings

Top 10 Holdings (22.61% of Total Assets)

Name Symbol % Assets
Microsoft Corp MSFT 4.99%
Apple Inc AAPL 4.88%
Amazon.com Inc AMZN 3.83%
Facebook Inc A FB 1.78%
Alphabet Inc A GOOGL 1.39%
Alphabet Inc Class C GOOG 1.37%
Johnson & Johnson JNJ 1.21%
Berkshire Hathaway Inc Class B BRK.B 1.14%
Visa Inc Class A V 1.07%
Procter & Gamble Co PG 0.95%

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