IWM vs VTWO

Both IWM and VTWO are ETFs. IWM has a lower 5-year return than VTWO (8.56% vs 8.63%). IWM has a higher expense ratio than VTWO (0.19% vs 0.1%). Below is the comparison between IWM and VTWO.

IWM VTWO
Segment Equity: U.S. - Small Cap Equity: U.S. - Small Cap
Issuer BlackRock Vanguard
Net Assets $30.68B $1.3B
Expense Ratio 0.19% 0.10%
Management Style passive (index-based) passive (index-based)
Dividend Yield 1.61% 1.68%
Underlying Index Russell 2000 Index Russell 2000 Index
YTD Return -0.92% -0.83%
1-Year Return 8.71% 8.84%
3-Year Return 4.24% 4.33%
5-Year Return 8.56% 8.63%
10-Year Return 10.32% 10.31%

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%
Helen Of Troy Ltd HELE 0.27%
MyoKardia Inc MYOK 0.27%
Novavax Inc NVAX 0.27%
SiteOne Landscape Supply Inc SITE 0.27%
EastGroup Properties Inc EGP 0.26%
Ultragenyx Pharmaceutical Inc RARE 0.25%

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VTWO description

The Fund seeks to track the performance of a benchmark index that measures the investment return of small-capitalization stocks in the United States. The Fund tracks the performance of the Russell 2000 Index. Index is designed to measure the performance of small-capitalization stocks in the United States.

VTWO performance & returns

YTD Return -0.83%
1-Month Return 5.32%
3-Month Return 11.74%
1-Year Return 8.84%
3-Year Return 4.33%
5-Year Return 8.63%
10-Year Return 10.31%
VTWO expense ratio is 0.1%.

VTWO holdings

Top 10 Holdings (3.05% of Total Assets)

Name Symbol % Assets
Novavax Inc NVAX 0.45%
Deckers Outdoor Corp DECK 0.32%
LHC Group Inc LHCG 0.32%
BJ's Wholesale Club Holdings Inc BJ 0.30%
SiteOne Landscape Supply Inc SITE 0.29%
EastGroup Properties Inc EGP 0.28%
Churchill Downs Inc CHDN 0.28%
Emergent BioSolutions Inc EBS 0.27%
II-VI Inc IIVI 0.27%
Lithia Motors Inc Class A LAD 0.27%

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