IWM vs SPY

Both IWM and SPY are ETFs. IWM has a lower 5-year return than SPY (8.56% vs 13.53%). IWM has a higher expense ratio than SPY (0.19% vs 0.09%). Below is the comparison between IWM and SPY.

IWM SPY
Segment Equity: U.S. - Small Cap Equity: U.S. - Large Cap
Issuer BlackRock State Street Global Advisors
Net Assets $30.68B $252.39B
Expense Ratio 0.19% 0.09%
Management Style passive (index-based) passive (index-based)
Dividend Yield 1.61% 1.99%
Underlying Index Russell 2000 Index S&P 500
YTD Return -0.92% 9.49%
1-Year Return 8.71% 18.67%
3-Year Return 4.24% 12.94%
5-Year Return 8.56% 13.53%
10-Year Return 10.32% 13.68%

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%
BJ's Wholesale Club Holdings Inc BJ 0.29%
Churchill Downs Inc CHDN 0.29%
Novavax Inc NVAX 0.27%
SiteOne Landscape Supply Inc SITE 0.27%
Helen Of Troy Ltd HELE 0.27%
MyoKardia Inc MYOK 0.27%
EastGroup Properties Inc EGP 0.26%
Ultragenyx Pharmaceutical Inc RARE 0.25%

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SPY description

The Trust seeks investment results that, before expenses, generally correspond to the price and yield performance of the component common stocks of the S&P 500 Index.

SPY performance & returns

YTD Return 9.49%
1-Month Return 2.92%
3-Month Return 8.70%
1-Year Return 18.67%
3-Year Return 12.94%
5-Year Return 13.53%
10-Year Return 13.68%
SPY expense ratio is 0.09%.

SPY holdings

Top 10 Holdings (26.86% of Total Assets)

Name Symbol % Assets
Microsoft Corp MSFT 6.00%
Apple Inc AAPL 5.78%
Amazon.com Inc AMZN 4.49%
Facebook Inc A FB 2.12%
Alphabet Inc A GOOGL 1.65%
Alphabet Inc Class C GOOG 1.61%
Johnson & Johnson JNJ 1.44%
Berkshire Hathaway Inc Class B BRK.B 1.35%
Visa Inc Class A V 1.27%
Procter & Gamble Co PG 1.15%

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