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IWB vs IWM
Both IWB and IWM are ETFs. IWB has a higher 5-year return than IWM (7.9% vs 1.63%). IWB has a lower expense ratio than IWM (0.15% vs 0.19%). Below is the comparison between IWB and IWM.
|Segment||Equity: U.S. - Large Cap||Equity: U.S. - Small Cap|
|Management Style||passive (index-based)||passive (index-based)|
|Underlying Index||Russell 1000 Index||Russell 2000 Index|
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
Top 10 Holdings (23.14% of Total Assets)
|Facebook Inc A||FB||1.7%|
|Berkshire Hathaway Inc B||BRK.B||1.53%|
|Johnson & Johnson||JNJ||1.49%|
|Alphabet Inc A||GOOGL||1.49%|
|Alphabet Inc Class C||GOOG||1.49%|
|JPMorgan Chase & Co||JPM||1.2%|
|Visa Inc Class A||V||1.18%|
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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
Top 10 Holdings (4.01% of Total Assets)
|Teladoc Health Inc||TDOC||0.77%|
|Generac Holdings Inc||GNRC||0.39%|
|Lumentum Holdings Inc||LITE||0.38%|
|ACADIA Pharmaceuticals Inc||ACAD||0.33%|
|Rexford Industrial Realty Inc||REXR||0.32%|
|Trex Co Inc||TREX||0.32%|
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