ETF Versus

GLD vs IWM

SPDR Gold Shares vs iShares Russell 2000 ETF

Last updated: 2026-04-08

GLD

SPDR Gold Shares (GLD) is an exchange-traded fund that provides exposure to gold securities. It charges an above-average expense ratio of 0.40%. Launched in 2004, the fund has a 22-year track record.

AUM: $156.7B ER: 0.40% Yield: N/A Since: Nov 18, 2004
IWM

iShares Russell 2000 ETF (IWM) is an exchange-traded fund that provides exposure to small-cap U.S. equities with higher growth potential and volatility. It charges a moderate expense ratio of 0.19%. The fund offers a moderate dividend yield of 1.00%. Launched in 2000, the fund has a 26-year track record.

AUM: $71.9B ER: 0.19% Yield: 1.00% Since: May 22, 2000

Quick Verdict

IWM is significantly cheaper at 0.19% vs 0.40% expense ratio, saving you approximately $410 per $10,000 invested over 10 years. Over the past year, GLD has significantly outperformed with a 55.4% return vs 44.4%.

Key Metrics

Metric GLD IWM
Expense Ratio 0.40% 0.19%
Dividend Yield N/A 1.0%
Fund Family N/A N/A
Category Gold US Small Cap

Performance Chart

Indexed to 100 at start (5-year comparison)

70 115 160 205 250 295 2021-04 2022-07 2023-09 2024-12 2026-04
GLD +160.0%
IWM +13.4%

Performance Comparison

Period GLD IWM Difference
1 Month -9.50% -0.50% -9.00%
3 Months +3.93% -2.29% +6.22%
6 Months +15.86% +6.13% +9.73%
YTD +7.37% +1.44% +5.93%
1 Year +55.40% +44.35% +11.05%
3 Years +131.02% +43.59% +87.43%
5 Years +161.93% +13.37% +148.56%

Fee Impact Over Time

Estimated fee cost difference assuming 8% annual returns

Investment Period GLD Fees IWM Fees You Save
$10,000 10 years $786 $377 $410
$10,000 20 years $3,334 $1,613 $1,721
$10,000 30 years $10,601 $5,178 $5,423
$50,000 10 years $3,932 $1,884 $2,048
$50,000 30 years $53,003 $25,888 $27,115
$100,000 30 years $106,005 $51,776 $54,230

Risk Metrics

Based on 5 years of daily returns

Metric GLD IWM
Annualized Volatility 17.8% 22.6%
Max Drawdown -21.0% -33.1%
Sharpe Ratio 0.92 0.03

Dividend Comparison

Metric GLD IWM
Annual Dividend (per share) $0.00 $2.54
Dividend Yield 0.00% 1.01%
Distribution Frequency None Quarterly

Top Holdings

IWM Top Holdings

NameWeight
Bloom Energy CorporationBE0.99%
FabrinetFN0.67%
COEUR MINING INCCDE.NE0.63%
EchoStar CorporationSATS0.57%
Credo Technology Group Holding LtdCRDO0.55%
Nextpower Inc.NXT0.53%
Kratos Defense & Security Solutions, Inc.KTOS0.45%
Advanced Energy Industries, Inc.AEIS0.42%
Hecla Mining CompanyHL0.41%
Sterling Infrastructure, Inc.STRL0.39%

Which One Should You Choose?

Choose IWM if...

you want the lowest fees and plan to buy and hold long-term. Over decades, the expense ratio difference compounds significantly.

Choose GLD if...

recent performance momentum matters to your strategy. Note that past performance doesn't guarantee future results.

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