IWB vs IWM

Both IWB and IWM are ETFs. IWB has a higher 5-year return than IWM (13.54% vs 8.56%). IWB has a lower expense ratio than IWM (0.15% vs 0.19%). Below is the comparison between IWB and IWM.

IWB IWM
Segment Equity: U.S. - Large Cap Equity: U.S. - Small Cap
Issuer BlackRock BlackRock
Net Assets $19.64B $30.68B
Expense Ratio 0.15% 0.19%
Management Style passive (index-based) passive (index-based)
Dividend Yield 1.98% 1.61%
Underlying Index Russell 1000 Index Russell 2000 Index
YTD Return 10.53% -0.92%
1-Year Return 19.88% 8.71%
3-Year Return 13.09% 4.24%
5-Year Return 13.54% 8.56%
10-Year Return 13.70% 10.32%

IWB description

The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the Russell 1000 Index. Uses a replication strategy to try to track the Index, which includes approximately 80% of the market capitalization of all publicly traded US equity securities.

IWB performance & returns

YTD Return 10.53%
1-Month Return 3.41%
3-Month Return 9.51%
1-Year Return 19.88%
3-Year Return 13.09%
5-Year Return 13.54%
10-Year Return 13.70%
IWB expense ratio is 0.15%.

IWB holdings

Top 10 Holdings (23.97% of Total Assets)

Name Symbol % Assets
Microsoft Corp MSFT 5.28%
Apple Inc AAPL 5.17%
Amazon.com Inc AMZN 4.06%
Facebook Inc A FB 1.89%
Alphabet Inc A GOOGL 1.48%
Alphabet Inc Class C GOOG 1.45%
Johnson & Johnson JNJ 1.29%
Berkshire Hathaway Inc Class B BRK.B 1.21%
Visa Inc Class A V 1.13%
Procter & Gamble Co PG 1.01%

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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 -0.92%
1-Month Return 5.28%
3-Month Return 11.51%
1-Year Return 8.71%
3-Year Return 4.24%
5-Year Return 8.56%
10-Year Return 10.32%
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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