ETF Versus

IAU vs IWM

iShares Gold Trust vs iShares Russell 2000 ETF

Last updated: 2026-04-02

IAU iShares

iShares Gold Trust (IAU) is an exchange-traded fund issued by iShares that provides exposure to gold securities. It charges a moderate expense ratio of 0.25%. Launched in 2005, the fund has a 21-year track record.

AUM: $68.7B ER: 0.25% Yield: 0.00% Since: Jan 21, 2005
IWM iShares

iShares Russell 2000 ETF (IWM) is an exchange-traded fund issued by iShares 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 1.02%. Launched in 2000, the fund has a 26-year track record.

AUM: $69.0B ER: 0.19% Yield: 1.02% Since: May 22, 2000

Quick Verdict

IWM has a slightly lower expense ratio (0.19% vs 0.25%), saving about $118 per $10,000 over 10 years. Over the past year, IAU has significantly outperformed with a 52.4% return vs 25.1%. Income investors may prefer IWM for its higher yield (1.0% vs 0.0%).

Key Metrics

Metric IAU IWM
Expense Ratio 0.25% 0.19%
Dividend Yield 0.0% 1.0%
Fund Family iShares iShares
Category Gold US Small Cap

Performance Chart

Indexed to 100 at start (5-year comparison)

70 116 162 208 254 300 2021-04 2022-06 2023-09 2024-12 2026-04
IAU +172.6%
IWM +10.9%

Performance Comparison

Period IAU IWM Difference
1 Month -10.66% -5.40% -5.26%
3 Months +9.96% +0.31% +9.65%
6 Months +22.48% +1.52% +20.96%
YTD +9.96% +0.31% +9.65%
1 Year +52.36% +25.09% +27.27%
3 Years +138.19% +39.83% +98.36%
5 Years +172.58% +10.93% +161.65%

Fee Impact Over Time

Estimated fee cost difference assuming 8% annual returns

Investment Period IAU Fees IWM Fees You Save
$10.000 10 years $495 $377 $118
$10.000 20 years $2.111 $1.613 $498
$10.000 30 years $6.758 $5.178 $1.581
$50.000 10 years $2.473 $1.884 $589
$50.000 30 years $33.792 $25.888 $7.904
$100.000 30 years $67.584 $51.776 $15.808

Risk Metrics

Based on 5 years of daily returns

Metric IAU IWM
Annualized Volatility 17.7% 22.6%
Max Drawdown -20.9% -33.1%
Sharpe Ratio 0.97 0.01

Dividend Comparison

Metric IAU IWM
Annual Dividend (per share) $0.00 $2.54
Dividend Yield 0.00% 1.02%
Distribution Frequency None Quarterly

Top Holdings

IWM Top Holdings

NameWeight
Bloom Energy CorporationBE1.01%
FabrinetFN0.69%
Nextpower Inc.NXT0.61%
COEUR MINING INCCDE.NE0.60%
EchoStar CorporationSATS0.54%
Credo Technology Group Holding LtdCRDO0.53%
Kratos Defense & Security Solutions, Inc.KTOS0.45%
Sterling Infrastructure, Inc.STRL0.43%
Advanced Energy Industries, Inc.AEIS0.41%
Hecla Mining CompanyHL0.39%

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 IAU if...

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

Choose IWM if...

you prioritize dividend income and want higher regular distributions from your portfolio.

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