ETF Versus

IWM vs VTV

iShares Russell 2000 ETF vs Vanguard Value Index Fund ETF Shares

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
VTV

Vanguard Value Index Fund ETF Shares (VTV) is an exchange-traded fund that provides exposure to large-cap U.S. value stocks trading at below-market valuations. Launched in 2004, the fund has a 22-year track record.

AUM: N/A ER: N/A Yield: N/A Since: 2004-01-30

Quick Verdict

Over the past year, IWM has significantly outperformed with a 23.1% return vs 13.5%.

Key Metrics

Metric IWM VTV
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 88 106 124 142 160 2021-04 2022-06 2023-09 2024-12 2026-04
IWM +10.9%
VTV +47.7%

Performance Comparison

Period IWM VTV Difference
1 Month -3.73% -3.72% -0.01%
3 Months +0.31% +2.00% -1.69%
6 Months +1.11% +4.99% -3.88%
YTD +0.31% +2.00% -1.69%
1 Year +23.14% +13.50% +9.64%
3 Years +39.83% +41.26% -1.43%
5 Years +10.93% +47.66% -36.73%

Fee Impact Over Time

Estimated fee cost difference assuming 8% annual returns

Investment Period IWM Fees VTV 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 VTV
Annualized Volatility 22.6% 13.9%
Max Drawdown -33.1% -18.1%
Sharpe Ratio 0.01 0.31

Dividend Comparison

Metric IWM VTV
Annual Dividend (per share) $2.54 $3.97
Dividend Yield 1.02% 2.02%
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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