IWM vs IWO

Both IWM and IWO are ETFs. IWM has a lower 5-year return than IWO (8.56% vs 12.07%). IWM has a lower expense ratio than IWO (0.19% vs 0.24%). Below is the comparison between IWM and IWO.

IWM IWO
Segment Equity: U.S. - Small Cap Equity: U.S. - Small Cap Growth
Issuer BlackRock BlackRock
Net Assets $30.68B $7.46B
Expense Ratio 0.19% 0.24%
Management Style passive (index-based) passive (index-based)
Dividend Yield 1.61% 0.84%
Underlying Index Russell 2000 Index Russell 2000 Growth Index
YTD Return -0.92% 12.30%
1-Year Return 8.71% 24.61%
3-Year Return 4.24% 10.70%
5-Year Return 8.56% 12.07%
10-Year Return 10.32% 12.85%

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%
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%

Other relevant IWM comparisons

You may also want to check out the following IWM comparisons that investors often look for on Finny

Or use Finny Compare Wizard to create a comparison you’d like to see.

IWO description

The Fund seeks investment returns that correspond generally to the price and yield performance, before fees and expenses, of the Russell 2000 Growth Index. Uses a replication to try to track the Index. The Index measures the performance of Index firms with higher price-to-book ratios and higher forecasted growth.

IWO performance & returns

YTD Return 12.30%
1-Month Return 6.77%
3-Month Return 13.00%
1-Year Return 24.61%
3-Year Return 10.70%
5-Year Return 12.07%
10-Year Return 12.85%
IWO expense ratio is 0.24%.

IWO holdings

Top 10 Holdings (5.25% of Total Assets)

Name Symbol % Assets
Deckers Outdoor Corp DECK 0.60%
LHC Group Inc LHCG 0.58%
BJ's Wholesale Club Holdings Inc BJ 0.56%
Churchill Downs Inc CHDN 0.55%
Helen Of Troy Ltd HELE 0.52%
SiteOne Landscape Supply Inc SITE 0.52%
Ultragenyx Pharmaceutical Inc RARE 0.49%
EastGroup Properties Inc EGP 0.48%
Silicon Laboratories Inc SLAB 0.48%
Arrowhead Pharmaceuticals Inc ARWR 0.47%

Other relevant IWO comparisons

You may also want to check out the following IWO comparisons that investors often look for on Finny

Or use Finny Compare Wizard to create a comparison you’d like to see.

You can check out all comparisons Finny users have looked for here. Feel free to the browse the list and view the comparisons that are of an interest to you.

7-day free trial: Get unlimited comparisons, and stock, ETF and mutual fund analyses for just $14.95 a month, without ads. Start a free trial. Go ad free!

Follow Us