Screener
IWM vs IYG
iShares Russell 2000 ETF vs iShares U.S. Financial Services ETF
Key differences
- IWM costs 0.19% less per year.
- IWM is significantly larger than IYG — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, IYG has delivered higher annualized returns.
Side-by-side comparison
| IWM | IYG | |
|---|---|---|
| Annual cost (TER) | 0.19% | 0.38% |
| Fund size (AUM) | $76.9B | $2.0B |
| Since | 2000 | 2000 |
| Dividend yield | 0.91% | 1.11% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +44.9% | +9.3% |
| CAGR 3Y | +19.6% | +21.7% |
| CAGR 5Y | +7.2% | +8.9% |
| Sharpe 3Y | 0.78 | 1.00 |
| Volatility 1Y | 19.29% | 15.46% |
| Max drawdown | -41.13% | -44.32% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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