Screener
IAT vs IWM
iShares U.S. Regional Banks ETF vs iShares Russell 2000 ETF
Key differences
- IWM costs 0.19% less per year.
- IWM is significantly larger than IAT — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, IAT has delivered higher annualized returns.
- IWM has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| IAT | IWM | |
|---|---|---|
| Annual cost (TER) | 0.38% | 0.19% |
| Fund size (AUM) | $625M | $76.9B |
| Since | 2006 | 2000 |
| Dividend yield | 2.76% | 0.91% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +28.4% | +44.9% |
| CAGR 3Y | +25.3% | +19.6% |
| CAGR 5Y | +2.0% | +7.2% |
| Sharpe 3Y | 0.85 | 0.78 |
| Volatility 1Y | 21.75% | 19.29% |
| Max drawdown | -55.55% | -41.13% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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