Skip to content
Beacon
Screener

IYF vs IWM

iShares U.S. Financials ETF vs iShares Russell 2000 ETF

IYF

iShares U.S. Financials ETF

iShares

Annual cost

0.38%

Fund size

$3.4B

IWM

iShares Russell 2000 ETF

iShares

Annual cost

0.19%

Fund size

$76.9B

Key differences

  • IWM costs 0.19% less per year.
  • IWM is significantly larger than IYF — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, IYF has delivered higher annualized returns.

Side-by-side comparison

IYFIWM
Annual cost (TER)0.38%0.19%
Fund size (AUM)$3.4B$76.9B
Since20002000
Dividend yield1.54%0.91%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+8.8%+44.9%
CAGR 3Y+21.4%+19.6%
CAGR 5Y+10.5%+7.2%
Sharpe 3Y1.030.78
Volatility 1Y14.41%19.29%
Max drawdown-42.57%-41.13%

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

Similar to IYF and IWM