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IWM vs IVV

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

IWM

iShares Russell 2000 ETF

iShares

Annual cost

0.19%

Fund size

$76.9B

IVV

iShares Core S&P 500 ETF

iShares

Annual cost

0.03%

Fund size

$797.5B

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

IWMIVV
Annual cost (TER)0.19%0.03%
Fund size (AUM)$76.9B$797.5B
Since20002000
Dividend yield0.91%1.12%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+41.8%+29.5%
CAGR 3Y+18.8%+23.2%
CAGR 5Y+6.5%+14.0%
Sharpe 3Y0.751.25
Volatility 1Y19.22%11.96%
Max drawdown-41.13%-33.90%

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

Similar to IWM and IVV