Compare · 2 funds side by side · dividends reinvested

IWN and IWM

IWNiShares×IWMiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,129IWN · best of the two

02 / 04

IWN and IWM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 2000 Value ETFUS Stock Styles · Small cap0.24%1.51%+19.9%+23.3%+21.8%+7.2%−8.5%15.5%$14.1B1.1

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%0.98%+14.4%+14.8%+21.3%+5.5%−11.1%18.1%$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 3, 2026 · returns include dividends · since: IWN 2000 · IWM 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 2000 Value ETF · $14.1B$14,129

IWN

IWM

iShares Russell 2000 ETF · $75.8B$13,064

$10,000 five years ago, dividends reinvested · they hold 55.5% in common

IWNMeasureIWM

+19.9%Year to dateJan 1 → Nov 3+14.4%

+23.3%1 yearTotal return+14.8%

+21.8%3 years · per year$10,000 became $18,050 · $17,832+21.3%

+7.2%5 years · per year$10,000 became $14,129 · $13,064+5.5%

0.24%Expense ratio$24 · $19 a year on $10k · lower is better0.19%

1.51%Trailing 12-mo yield$151 · $98 a year on $10k0.98%

−8.5%Worst dropSmaller is better−11.1%

15.5%VolatilityLower is calmer18.1%

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

7–1IWN wins

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

More Ways to See the Pairs

IWN vs IWM: Top 5 Holdings

Today

IWN

3.1%in top 5

IWM

in top 51.9%

IWNStockIWM

0.7%VSATnot top 5

0.6%SMnot top 5

0.6%UMBFnot top 5

0.6%JXNnot top 5

0.6%CTREnot top 5

not top 5GKOS0.5%

not top 5BTSG0.4%

not top 5FROG0.3%

not top 5TWST0.3%

not top 5MOG-A0.3%

Held in common55.5%

End-of-day Nov 3, 2026 · share of each fund

IWN vs IWM Returns, Every Period

iSharesIWN

+7.2%

5 years, per year

IWMiShares

+5.5%

5 years, per year

IWNIWMFaded: behind in that period

4–0IWN wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

IWN vs IWM

YTD

iSharesIWN

+19.9%

IWMiShares

+14.4%

+19.9%Year to date+14.4%

−8.5%Worst drop · 1Y−11.1%

15.5%Volatility · 1Y18.1%

1.5%Yield1.0%

$14.1BAssets$75.8B

4–0IWN wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IWN, IWM

Today

0.19%lowest, IWM

FundExpense ratioFee$10k

IWM0.19%$19

IWN0.24%$24

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: IWN, IWM

1.51%highest, IWN

FundTrailing yieldYield$10k

IWN1.51%$151

IWM0.98%$98

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$127most kept, IWN

IWN$151 − $24 = $127

IWM$98 − $19 = $79

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: IWN, IWM

Today

55.5%most shared, IWN and IWM

IWNIWM

IWN—55.5%

IWM55.5%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+23.3%IWN, at 15.5% volatility

IWNWorst drop−8.5%15.5% vol

IWMWorst drop−11.1%18.1% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

IWNIWM

+19.9%Year to date+14.4%

1.5%Yield1.0%

+23.3%Past year+14.8%

0.24%Fee0.19%

3–1IWN wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

IWM vs VB

YTD

iSharesIWM

+14.4%

VBVanguard

+14.4%

+14.4%Year to date+14.4%

1.0%Yield1.2%

$75.8BAssets$76.9B

1–0VB wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026