IWM vs IWN

Both IWM and IWN are ETFs. IWM has a higher 5-year return than IWN (8.56% vs 4.54%). IWM has a lower expense ratio than IWN (0.19% vs 0.24%). Below is the comparison between IWM and IWN.

IWM IWN
Segment Equity: U.S. - Small Cap Equity: U.S. - Small Cap Value
Issuer BlackRock BlackRock
Net Assets $30.68B $6.41B
Expense Ratio 0.19% 0.24%
Management Style passive (index-based) passive (index-based)
Dividend Yield 1.61% 2.60%
Underlying Index Russell 2000 Index Russell 2000 Value Index
YTD Return -0.92% -14.52%
1-Year Return 8.71% -7.31%
3-Year Return 4.24% -2.78%
5-Year Return 8.56% 4.54%
10-Year Return 10.32% 7.46%

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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IWN description

The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the Russell 2000 Value Index. Uses a replication strategy. The Index measures the performance of those Index firms with lower price-to-book ratios and lower forecasted growth.

IWN performance & returns

YTD Return -14.52%
1-Month Return 3.77%
3-Month Return 10.16%
1-Year Return -7.31%
3-Year Return -2.78%
5-Year Return 4.54%
10-Year Return 7.46%
IWN expense ratio is 0.24%.

IWN holdings

Top 10 Holdings (4.31% of Total Assets)

Name Symbol % Assets
Stag Industrial Inc STAG 0.47%
Healthcare Realty Trust Inc HR 0.46%
Darling Ingredients Inc DAR 0.46%
Performance Food Group Co PFGC 0.44%
Portland General Electric Co POR 0.43%
Physicians Realty Trust DOC 0.41%
ONE Gas Inc OGS 0.41%
Novavax Inc NVAX 0.41%
Essent Group Ltd ESNT 0.41%
Black Hills Corp BKH 0.41%

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