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.

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 -10.88% -24.21%
1-Year Return 1.76% -17.61%
3-Year Return 7.78% -2.07%
5-Year Return 7.90% 1.63%
10-Year Return 11.76% 7.58%

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 -10.88%
1-Month Return 3.58%
3-Month Return -15.20%
1-Year Return 1.76%
3-Year Return 7.78%
5-Year Return 7.90%
10-Year Return 11.76%
IWB expense ratio is 0.15%.

IWB holdings

Top 10 Holdings (23.14% of Total Assets)

Name Symbol % Assets
Microsoft Corp MSFT 5.1%
Apple Inc AAPL 4.48%
Amazon.com Inc AMZN 3.48%
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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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 -24.21%
1-Month Return 6.18%
3-Month Return -25.22%
1-Year Return -17.61%
3-Year Return -2.07%
5-Year Return 1.63%
10-Year Return 7.58%
IWM expense ratio is 0.19%.

IWM holdings

Top 10 Holdings (4.01% of Total Assets)

Name Symbol % Assets
Teladoc Health Inc TDOC 0.77%
Amedisys Inc AMED 0.4%
NovoCure Ltd NVCR 0.4%
Generac Holdings Inc GNRC 0.39%
Lumentum Holdings Inc LITE 0.38%
Haemonetics Corp HAE 0.35%
Repligen Corp RGEN 0.35%
ACADIA Pharmaceuticals Inc ACAD 0.33%
Rexford Industrial Realty Inc REXR 0.32%
Trex Co Inc TREX 0.32%

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