What is the expense ratio of IWM vs SPYV?

IWM has an expense ratio of N/A%, while SPYV has an expense ratio of N/A%.

IWM vs SPYV

iShares Russell 2000 ETF vs State Street SPDR Portfolio S&P 500 Value ETF

Last updated: 2026-04-02

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

SPYV

State Street SPDR Portfolio S&P 500 Value ETF (SPYV) is an exchange-traded fund that provides exposure to large-cap U.S. value stocks trading at below-market valuations. Launched in 2000, the fund has a 26-year track record.

AUM: N/A ER: N/A Yield: N/A Since: 2000-10-02

Quick Verdict

Over the past year, IWM has significantly outperformed with a 23.1% return vs 10.5%.

Key Metrics

Metric	IWM	SPYV
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)

IWM +10.9%

SPYV +47.1%

Performance Comparison

Period	IWM	SPYV	Difference
1 Month	-3.73%	-3.87%	+0.14%
3 Months	+0.31%	-0.54%	+0.85%
6 Months	+1.11%	+1.51%	-0.40%
YTD	+0.31%	-0.54%	+0.85%
1 Year	+23.14%	+10.47%	+12.67%
3 Years	+39.83%	+39.05%	+0.78%
5 Years	+10.93%	+47.10%	-36.17%

Fee Impact Over Time

Estimated fee cost difference assuming 8% annual returns

Investment	Period	IWM Fees	SPYV 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	SPYV
Annualized Volatility	22.6%	14.4%
Max Drawdown	-33.1%	-19.1%
Sharpe Ratio	0.01	0.30

Dividend Comparison

Metric	IWM	SPYV
Annual Dividend (per share)	$2.54	$1.03
Dividend Yield	1.02%	1.82%
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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