IWM vs VTI

Both IWM and VTI are ETFs. IWM has a lower 5-year return than VTI (8.56% vs 13.33%). IWM has a higher expense ratio than VTI (0.19% vs 0.03%). Below is the comparison between IWM and VTI.

IWM VTI
Segment Equity: U.S. - Small Cap Equity: U.S. - Total Market
Issuer BlackRock Vanguard
Net Assets $30.68B $128.53B
Expense Ratio 0.19% 0.03%
Management Style passive (index-based) passive (index-based)
Dividend Yield 1.61% 1.88%
Underlying Index Russell 2000 Index CRSP US Total Market Index
YTD Return -0.92% 9.95%
1-Year Return 8.71% 19.24%
3-Year Return 4.24% 12.63%
5-Year Return 8.56% 13.33%
10-Year Return 10.32% 13.59%

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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VTI description

The Fund seeks to track the performance of a benchmark index that measures the investment return of the overall stock market. The Fund employs an indexing investment approach to track the performance of the CRSP US Total Market Index. The Fund invests by holding a collection of securities that approximates the Index.

VTI performance & returns

YTD Return 9.95%
1-Month Return 3.54%
3-Month Return 9.66%
1-Year Return 19.24%
3-Year Return 12.63%
5-Year Return 13.33%
10-Year Return 13.59%
VTI expense ratio is 0.03%.

VTI holdings

Top 10 Holdings (24.31% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 5.85%
Microsoft Corp MSFT 4.96%
Amazon.com Inc AMZN 4.25%
Facebook Inc A FB 2.05%
Alphabet Inc A GOOGL 1.42%
Alphabet Inc Class C GOOG 1.35%
Johnson & Johnson JNJ 1.17%
Berkshire Hathaway Inc Class B BRK.B 1.16%
Tesla Inc TSLA 1.07%
Visa Inc Class A V 1.03%

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