IWM vs VBR

Both IWM and VBR are ETFs. IWM has a higher 5-year return than VBR (10.25% vs 7.2%). IWM has a higher expense ratio than VBR (0.19% vs 0.07%). Below is the comparison between IWM and VBR.

IWM VBR
Segment Equity: U.S. - Small Cap Equity: U.S. - Small Cap Value
Issuer BlackRock Vanguard
Net Assets $30.68B $10.66B
Expense Ratio 0.19% 0.07%
Management Style passive (index-based) passive (index-based)
Dividend Yield 1.61% 2.62%
Underlying Index Russell 2000 Index CRSP US Small Cap Value Index
YTD Return 8.33% -2.20%
1-Year Return 13.64% 1.52%
3-Year Return 7.31% 2.93%
5-Year Return 10.25% 7.20%
10-Year Return 10.97% 10.00%

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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VBR description

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

VBR performance & returns

YTD Return -2.20%
1-Month Return 11.23%
3-Month Return 15.95%
1-Year Return 1.52%
3-Year Return 2.93%
5-Year Return 7.20%
10-Year Return 10.00%
VBR expense ratio is 0.07%.

VBR holdings

Top 10 Holdings (6.40% of Total Assets)

Name Symbol % Assets
Peloton Interactive Inc PTON 0.79%
IDEX Corp IEX 0.71%
PerkinElmer Inc PKI 0.69%
Booz Allen Hamilton Holding Corp Class A BAH 0.64%
Atmos Energy Corp ATO 0.64%
Generac Holdings Inc GNRC 0.63%
Brown & Brown Inc BRO 0.59%
RPM International Inc RPM 0.58%
Molina Healthcare Inc MOH 0.58%
Avalara Inc AVLR 0.55%

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