IWM vs VBK

Both IWM and VBK are ETFs. IWM has a lower 5-year return than VBK (10.25% vs 15.24%). IWM has a higher expense ratio than VBK (0.19% vs 0.07%). Below is the comparison between IWM and VBK.

IWM VBK
Segment Equity: U.S. - Small Cap Equity: U.S. - Small Cap Growth
Issuer BlackRock Vanguard
Net Assets $30.68B $8.99B
Expense Ratio 0.19% 0.07%
Management Style passive (index-based) passive (index-based)
Dividend Yield 1.61% 0.66%
Underlying Index Russell 2000 Index CRSP US Small Cap Growth Index
YTD Return 8.33% 22.63%
1-Year Return 13.64% 27.12%
3-Year Return 7.31% 16.23%
5-Year Return 10.25% 15.24%
10-Year Return 10.97% 13.86%

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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VBK description

The Fund seeks to track the performance of a benchmark index that measures the investment return of small-capitalization growth stocks. The Fund employs an indexing investment approach designed to track the performance of CRSP US Small Cap Growth Index by investing all of its assets in the stocks that make up the Index.

VBK performance & returns

YTD Return 22.63%
1-Month Return 6.49%
3-Month Return 12.58%
1-Year Return 27.12%
3-Year Return 16.23%
5-Year Return 15.24%
10-Year Return 13.86%
VBK expense ratio is 0.07%.

VBK holdings

Top 10 Holdings (7.80% of Total Assets)

Name Symbol % Assets
Immunomedics Inc IMMU 0.97%
Horizon Therapeutics PLC HZNP 0.93%
Insulet Corp PODD 0.85%
Etsy Inc ETSY 0.79%
Catalent Inc CTLT 0.76%
Zebra Technologies Corp ZBRA 0.74%
Teradyne Inc TER 0.72%
Pool Corp POOL 0.70%
HubSpot Inc HUBS 0.69%
Monolithic Power Systems Inc MPWR 0.65%

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