ETF Versus

IWM vs VB

iShares Russell 2000 ETF vs Vanguard Small-Cap Index Fund ETF Shares

Last updated: 2026-04-02

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
VB Vanguard

Vanguard Small-Cap Index Fund ETF Shares (VB) is an exchange-traded fund issued by Vanguard that provides exposure to small-cap U.S. equities with higher growth potential and volatility. It charges a very low expense ratio of 0.03%. The fund offers a moderate dividend yield of 1.33%. Launched in 2004, the fund has a 22-year track record.

AUM: $69.1B ER: 0.03% Yield: 1.33% Since: Jan 26, 2004

Quick Verdict

VB is significantly cheaper at 0.03% vs 0.19% expense ratio, saving you approximately $317 per $10,000 invested over 10 years. Over the past year, IWM has significantly outperformed with a 25.1% return vs 18.4%.

Key Metrics

Metric IWM VB
Expense Ratio 0.19% 0.03%
Dividend Yield 1.0% 1.3%
Fund Family iShares Vanguard
Category US Small Cap US Small Cap

Performance Chart

Indexed to 100 at start (5-year comparison)

70 82 94 106 118 130 2021-04 2022-06 2023-09 2024-12 2026-04
IWM +10.9%
VB +20.7%

Performance Comparison

Period IWM VB Difference
1 Month -5.40% -5.50% +0.10%
3 Months +0.31% +0.71% -0.40%
6 Months +1.52% +2.15% -0.63%
YTD +0.31% +0.71% -0.40%
1 Year +25.09% +18.40% +6.69%
3 Years +39.83% +39.02% +0.81%
5 Years +10.93% +20.71% -9.78%

Fee Impact Over Time

Estimated fee cost difference assuming 8% annual returns

Investment Period IWM Fees VB Fees You Save
$10.000 10 years $377 $60 $317
$10.000 20 years $1.613 $258 $1.355
$10.000 30 years $5.178 $835 $4.342
$50.000 10 years $1.884 $299 $1.585
$50.000 30 years $25.888 $4.176 $21.712
$100.000 30 years $51.776 $8.352 $43.424

Risk Metrics

Based on 5 years of daily returns

Metric IWM VB
Annualized Volatility 22.6% 20.8%
Max Drawdown -33.1% -28.8%
Sharpe Ratio 0.01 0.07

Dividend Comparison

Metric IWM VB
Annual Dividend (per share) $2.54 $3.50
Dividend Yield 1.02% 1.33%
Distribution Frequency Quarterly Quarterly

Top Holdings

1 of top 9 holdings overlap (11% overlap in 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%

VB Top Holdings

NameWeight
Sandisk CorporationSNDK1.21%
Comfort Systems USA, Inc.FIX0.65%
Lumentum Holdings Inc.LITE0.64%
Ciena CorporationCIEN0.64%
Coherent Corp.COHR0.53%
Rocket Lab CorporationRKLB0.48%
NRG Energy, Inc.NRG0.44%
Bloom Energy CorporationBE0.43%
EMCOR Group, Inc.EME0.42%

Which One Should You Choose?

Choose VB if...

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

Choose IWM if...

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

Choose VB if...

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

Either works if...

you just need broad us small cap exposure. Both are solid options — pick whichever your brokerage offers commission-free.

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