Compare · 2 funds side by side · dividends reinvested

IWM and IWN

IWMiShares×IWNiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,665IWN · best of the two

02 / 04

IWM and IWN, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 2000 Value ETFUS Stock Styles · Small cap0.24%1.49%+21.9%+25.4%+22.1%+8.0%−8.5%15.6%$14.1B1.1

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%0.96%+16.2%+16.9%+21.6%+6.2%−11.1%18.2%$75.8B1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: IWM 2000 · IWN 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 2000 ETF · $75.8B$13,509

IWM

IWN

iShares Russell 2000 Value ETF · $14.1B$14,665

$10,000 five years ago, dividends reinvested · they hold 55.4% in common

IWMMeasureIWN

+16.2%Year to dateJan 1 → Nov 4+21.9%

+16.9%1 yearTotal return+25.4%

+21.6%3 years · per year$10,000 became $18,002 · $18,224+22.1%

+6.2%5 years · per year$10,000 became $13,509 · $14,665+8.0%

0.19%Expense ratio$19 · $24 a year on $10k · lower is better0.24%

0.96%Trailing 12-mo yield$96 · $149 a year on $10k1.49%

−11.1%Worst dropSmaller is better−8.5%

18.2%VolatilityLower is calmer15.6%

IWMIWN Winner of the row, in its colourEach row: the bigger of the two fills its side

1–7IWN wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IWM vs IWN: Top 5 Holdings

Today

IWM

1.9%in top 5

IWN

in top 53.0%

IWMStockIWN

0.3%VSAT0.6%

not top 5JXN0.6%

0.3%UMBF0.6%

not top 5CTRE0.6%

not top 5SM0.6%

0.5%GKOSnot top 5

0.4%BTSGnot top 5

0.3%MOG-Anot top 5

Held in common55.4%

End-of-day Nov 4, 2026 · share of each fund

IWM vs IWN Returns, Every Period

iSharesIWM

+6.2%

5 years, per year

IWNiShares

+8.0%

5 years, per year

IWMIWNFaded: behind in that period

0–4IWN wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

IWM vs IWN

YTD

iSharesIWM

+16.2%

IWNiShares

+21.9%

+16.2%Year to date+21.9%

−11.1%Worst drop · 1Y−8.5%

18.2%Volatility · 1Y15.6%

1.0%Yield1.5%

$75.8BAssets$14.1B

4–0IWN wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IWM, IWN

Today

0.19%lowest, IWM

FundExpense ratioFee$10k

IWM0.19%$19

IWN0.24%$24

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: IWM, IWN

1.49%highest, IWN

FundTrailing yieldYield$10k

IWN1.49%$149

IWM0.96%$96

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$125most kept, IWN

IWN$149 − $24 = $125

IWM$96 − $19 = $77

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: IWM, IWN

Today

55.4%most shared, IWM and IWN

IWMIWN

IWM—55.4%

IWN55.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+25.4%IWN, at 15.6% volatility

IWNWorst drop−8.5%15.6% vol

IWMWorst drop−11.1%18.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

IWNIWM

+21.9%Year to date+16.2%

1.5%Yield1.0%

+25.4%Past year+16.9%

0.24%Fee0.19%

3–1IWN wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

IWM vs VB

YTD

iSharesIWM

+16.2%

VBVanguard

+15.8%

+16.2%Year to date+15.8%

1.0%Yield1.2%

$75.8BAssets$76.9B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026