IWD vs IWM
iShares Russell 1000 Value ETF vs iShares Russell 2000 ETF
Last updated: 2026-04-02
iShares Russell 1000 Value ETF (IWD) is an exchange-traded fund issued by iShares that provides exposure to large-cap U.S. value stocks trading at below-market valuations. It charges a moderate expense ratio of 0.18%. The fund offers a moderate dividend yield of 1.67%. Launched in 2000, the fund has a 26-year track record.
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.
Quick Verdict
Both funds have nearly identical expense ratios (0.18% vs 0.19%), so fees are not a differentiator here. Over the past year, IWM has significantly outperformed with a 25.1% return vs 14.4%. Income investors may prefer IWD for its higher yield (1.7% vs 1.0%).
Key Metrics
Performance Chart
Indexed to 100 at start (5-year comparison)
Performance Comparison
Fee Impact Over Time
Estimated fee cost difference assuming 8% annual returns
Risk Metrics
Based on 5 years of daily returns
Dividend Comparison
Top Holdings
0 of top 9 holdings overlap (0% overlap in top holdings)
IWD Top Holdings
| Name | Weight |
|---|---|
| Berkshire Hathaway Inc.BRK.B | 2.89% |
| JPMorgan Chase & Co.JPM | 2.57% |
| Exxon Mobil CorporationXOM | 2.42% |
| Johnson & JohnsonJNJ | 1.94% |
| Amazon.com, Inc.AMZN | 1.76% |
| Walmart Inc.WMT | 1.61% |
| Alphabet Inc.GOOG | 1.54% |
| Micron Technology, Inc.MU | 1.34% |
| Chevron CorporationCVX | 1.32% |
IWM Top Holdings
| Name | Weight |
|---|---|
| Bloom Energy CorporationBE | 1.01% |
| FabrinetFN | 0.69% |
| Nextpower Inc.NXT | 0.61% |
| COEUR MINING INCCDE.NE | 0.60% |
| EchoStar CorporationSATS | 0.54% |
| Credo Technology Group Holding LtdCRDO | 0.53% |
| Kratos Defense & Security Solutions, Inc.KTOS | 0.45% |
| Sterling Infrastructure, Inc.STRL | 0.43% |
| Advanced Energy Industries, Inc.AEIS | 0.41% |
| Hecla Mining CompanyHL | 0.39% |
Which One Should You Choose?
Choose IWM if...
recent performance momentum matters to your strategy. Note that past performance doesn't guarantee future results.
Choose IWD if...
you prioritize dividend income and want higher regular distributions from your portfolio.