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SSPY vs IWM

Stratified LargeCap Index ETF vs iShares Russell 2000 ETF

SSPY

Stratified LargeCap Index ETF

Syntax

Annual cost

0.45%

Fund size

$122M

IWM

iShares Russell 2000 ETF

iShares

Annual cost

0.19%

Fund size

$76.9B

Key differences

  • IWM costs 0.26% less per year.
  • IWM is significantly larger than SSPY — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, IWM has delivered higher annualized returns.
  • IWM has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SSPYIWM
Annual cost (TER)0.45%0.19%
Fund size (AUM)$122M$76.9B
Since20192000
Dividend yield1.29%0.91%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+22.3%+44.9%
CAGR 3Y+14.9%+19.6%
CAGR 5Y+9.4%+7.2%
Sharpe 3Y0.840.78
Volatility 1Y10.76%19.29%
Max drawdown-36.67%-41.13%

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

Similar to SSPY and IWM