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IWM vs SMMD

iShares Russell 2000 ETF vs iShares Russell 2500 ETF

IWM

iShares Russell 2000 ETF

iShares

Annual cost

0.19%

Fund size

$76.9B

SMMD

iShares Russell 2500 ETF

iShares

Annual cost

0.15%

Fund size

$3.0B

Key differences

  • IWM is significantly larger than SMMD — larger funds tend to be more liquid and less likely to close.
  • IWM has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IWMSMMD
Annual cost (TER)0.19%0.15%
Fund size (AUM)$76.9B$3.0B
Since20002017
Dividend yield0.91%1.10%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+41.8%+36.8%
CAGR 3Y+18.8%+18.9%
CAGR 5Y+6.5%+7.7%
Sharpe 3Y0.750.81
Volatility 1Y19.22%17.24%
Max drawdown-41.13%-41.06%

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

Similar to IWM and SMMD