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IVV vs IWM

iShares Core S&P 500 ETF vs iShares Russell 2000 ETF

IVV

iShares Core S&P 500 ETF

iShares

Annual cost

0.03%

Fund size

$797.5B

IWM

iShares Russell 2000 ETF

iShares

Annual cost

0.19%

Fund size

$76.9B

Key differences

  • IVV costs 0.16% less per year.
  • IVV is significantly larger than IWM — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, IVV has delivered higher annualized returns.

Side-by-side comparison

IVVIWM
Annual cost (TER)0.03%0.19%
Fund size (AUM)$797.5B$76.9B
Since20002000
Dividend yield1.12%0.91%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+29.5%+41.8%
CAGR 3Y+23.2%+18.8%
CAGR 5Y+14.0%+6.5%
Sharpe 3Y1.250.75
Volatility 1Y11.96%19.22%
Max drawdown-33.90%-41.13%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to IVV and IWM