ETF Versus

IWM vs RPV

iShares Russell 2000 ETF vs Invesco S&P 500 Pure Value ETF

Last updated: 2026-04-02

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. Launched in 2000, the fund has a 26-year track record.

AUM: N/A ER: N/A Yield: N/A Since: 2000-05-26
RPV

Invesco S&P 500 Pure Value ETF (RPV) is an exchange-traded fund that provides exposure to large-cap U.S. value stocks trading at below-market valuations. Launched in 2006, the fund has a 20-year track record.

AUM: N/A ER: N/A Yield: N/A Since: 2006-03-07

Quick Verdict

Over the past year, IWM has significantly outperformed with a 23.1% return vs 15.3%.

Key Metrics

Metric IWM RPV
Expense Ratio N/A N/A
Dividend Yield N/A N/A
Fund Family N/A N/A
Category US Small Cap US Large Cap Value

Performance Chart

Indexed to 100 at start (5-year comparison)

70 87 104 121 138 155 2021-04 2022-06 2023-09 2024-12 2026-04
IWM +10.9%
RPV +42.8%

Performance Comparison

Period IWM RPV Difference
1 Month -3.73% -3.37% -0.36%
3 Months +0.31% +2.52% -2.21%
6 Months +1.11% +7.11% -6.00%
YTD +0.31% +2.52% -2.21%
1 Year +23.14% +15.27% +7.87%
3 Years +39.83% +41.05% -1.22%
5 Years +10.93% +42.82% -31.89%

Fee Impact Over Time

Estimated fee cost difference assuming 8% annual returns

Investment Period IWM Fees RPV Fees You Save
$10,000 10 years $0 $0 $0
$10,000 20 years $0 $0 $0
$10,000 30 years $0 $0 $0
$50,000 10 years $0 $0 $0
$50,000 30 years $0 $0 $0
$100,000 30 years $0 $0 $0

Risk Metrics

Based on 5 years of daily returns

Metric IWM RPV
Annualized Volatility 22.6% 18.1%
Max Drawdown -33.1% -24.1%
Sharpe Ratio 0.01 0.24

Dividend Comparison

Metric IWM RPV
Annual Dividend (per share) $2.54 $2.59
Dividend Yield 1.02% 2.42%
Distribution Frequency Quarterly Quarterly

Which One Should You Choose?

Choose IWM if...

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

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