Compare · 2 funds side by side · dividends reinvested

XJR and IWM

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,844XJR · best of the two

02 / 04

XJR and IWM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares ESG Select Screened S&P Small-Cap ETFUS Stock Styles · Small cap0.12%0.92%+19.9%+22.6%+19.4%+6.7%−10.2%16.5%$214M1.3

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%0.96%+16.2%+16.9%+21.6%+6.2%−11.1%18.2%$75.8B1.8

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: XJR 2020 · IWM 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares ESG Select Screened S&P Small-Cap ETF · $214M$13,844

XJR

IWM

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

$10,000 five years ago, dividends reinvested · they hold 43.5% in common

XJRMeasureIWM

+19.9%Year to dateJan 1 → Nov 4+16.2%

+22.6%1 yearTotal return+16.9%

+19.4%3 years · per year$10,000 became $17,021 · $18,002+21.6%

+6.7%5 years · per year$10,000 became $13,844 · $13,509+6.2%

0.12%Expense ratio$12 · $19 a year on $10k · lower is better0.19%

0.92%Trailing 12-mo yield$92 · $96 a year on $10k0.96%

−10.2%Worst dropSmaller is better−11.1%

16.5%VolatilityLower is calmer18.2%

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

6–2XJR wins

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

More Ways to See the Pairs

XJR vs IWM: Top 5 Holdings

Today

XJR

3.1%in top 5

IWM

in top 51.9%

XJRStockIWM

0.7%VSAT0.3%

0.7%PAYCnot top 5

0.6%RHPnot top 5

0.6%PTGXnot top 5

0.6%MTCHnot top 5

not top 5GKOS0.5%

not top 5BTSG0.4%

not top 5MOG-A0.3%

not top 5UMBF0.3%

Held in common43.5%

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

XJR vs IWM Returns, Every Period

iSharesXJR

+6.7%

5 years, per year

IWMiShares

+6.2%

5 years, per year

XJRIWMFaded: behind in that period

3–1XJR wins

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

XJR vs IWM

YTD

iSharesXJR

+19.9%

IWMiShares

+16.2%

+19.9%Year to date+16.2%

−10.2%Worst drop · 1Y−11.1%

16.5%Volatility · 1Y18.2%

0.9%Yield1.0%

$214MAssets$75.8B

3–1XJR wins

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

Cost, Income and Risk

Fees: XJR, IWM

Today

0.12%lowest, XJR

FundExpense ratioFee$10k

XJR0.12%$12

IWM0.19%$19

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

Yields: XJR, IWM

0.96%highest, IWM

FundTrailing yieldYield$10k

IWM0.96%$96

XJR0.92%$92

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

Income After Fees on $10,000

$80most kept, XJR

XJR$92 − $12 = $80

IWM$96 − $19 = $77

KeptFee

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

Overlap: XJR, IWM

Today

43.5%most shared, XJR and IWM

XJRIWM

XJR—43.5%

IWM43.5%—

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

Return vs Bumpiness: 2 ETFs

+22.6%XJR, at 16.5% volatility

XJRWorst drop−10.2%16.5% 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

IWMXJR

+16.2%Year to date+19.9%

1.0%Yield0.9%

+16.9%Past year+22.6%

0.19%Fee0.12%

3–1XJR 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