ITOT vs IWM
Comparison between ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF (ITOT, ETF) and ISHARES RUSSELL 2000 ETF (IWM, ETF).
5-Year PerformanceITOT has outperformed IWM, delivering a return of +12.1% compared to +6.6%
ITOT vs IWM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
ITOT
$93B
IWM
$81B
Expense Ratio
Winner
ITOT
0.03%
IWM
0.19%
Max Drawdown
Winner
ITOT
56.33%
IWM
59.89%
Sharpe Ratio
ITOT
1.55
Winner
IWM
1.71
5Y Beta
Winner
ITOT
0.99
IWM
1.10
P/E Ratio
ITOT
27.89
Winner
IWM
-102.78
Forward P/E
ITOT
20.53
Winner
IWM
14.29
5Y Dividends CAGR
Winner
ITOT
6.51%
IWM
6.40%
5Y EPS CAGR
Winner
ITOT
24.79%
IWM
11.27%
Debt to Equity
Winner
ITOT
31.81%
IWM
43.72%
P/S Ratio
ITOT
3.25
Winner
IWM
1.23
P/B Ratio
ITOT
4.93
Winner
IWM
2.09
ITOT vs IWM - Holdings Comparison
ITOT and IWM have 809 common holdings. Overlap is 1.86%
ITOT's top 25 holdings weight is 45.47%. IWM's top 25 holdings weight is 9.52%.
| Rank | ITOT | IWM |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 7.06% | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 0.86% |
| #2 | APPLE INC (AAPL) - 5.95% | RUSSELL 2000 EMINI CME DEC 25 (n/a) - 0.68% |
| #3 | MICROSOFT CORP (MSFT) - 4.18% | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 0.54% |
| #4 | AMAZON.COM INC (AMZN) - 3.33% | IONQ INC CLASS A (IONQ) - 0.50% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 2.98% | BLOOM ENERGY CORP CLASS A (BE) - 0.49% |
| #6 | BROADCOM INC (AVGO) - 2.59% | FABRINET (FN) - 0.46% |
| #7 | ALPHABET INC CLASS C (GOOG) - 2.39% | KRATOS DEFENSE & SECURITY SOLUTIONS INC (KTOS) - 0.42% |
| #8 | META PLATFORMS INC CLASS A (META) - 1.78% | COEUR MINING INC (CDE) - 0.39% |
| #9 | TESLA INC (TSLA) - 1.56% | RAMBUS INC (RMBS) - 0.37% |
| #10 | MICRON TECHNOLOGY INC (MU) - 1.47% | n/a (HIMS) - 0.37% |
| #11 | ELI LILLY AND CO (LLY) - 1.27% | OKLO INC CLASS A SHARES (OKLO) - 0.35% |
| #12 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.25% | ECHOSTAR CORP CLASS A (SATS) - 0.35% |
| #13 | JPMORGAN CHASE & CO (JPM) - 1.18% | STERLING INFRASTRUCTURE INC (STRL) - 0.35% |
| #14 | ADVANCED MICRO DEVICES INC (AMD) - 1.08% | n/a (CWAN) - 0.34% |
| #15 | EXXON MOBIL CORP (XOM) - 0.87% | NEXTRACKER INC ORDINARY SHARES CLASS A (NXT) - 0.34% |
| #16 | JOHNSON & JOHNSON (JNJ) - 0.80% | ENSIGN GROUP INC (ENSG) - 0.33% |
| #17 | VISA INC CLASS A (V) - 0.76% | CHART INDUSTRIES INC (GTLS) - 0.32% |
| #18 | WALMART INC (WMT) - 0.73% | SPX TECHNOLOGIES INC (SPXC) - 0.32% |
| #19 | INTEL CORP (INTC) - 0.71% | UMB FINANCIAL CORP (UMBF) - 0.32% |
| #20 | CISCO SYSTEMS INC (CSCO) - 0.66% | INTERDIGITAL INC (IDCC) - 0.31% |
| #21 | COSTCO WHOLESALE CORP (COST) - 0.60% | COMMVAULT SYSTEMS INC (CVLT) - 0.30% |
| #22 | CATERPILLAR INC (CAT) - 0.59% | ADVANCED ENERGY INDUSTRIES INC (AEIS) - 0.21% |
| #23 | LAM RESEARCH CORP (LRCX) - 0.57% | MERITAGE HOMES CORP (MTH) - 0.20% |
| #24 | MASTERCARD INC CLASS A (MA) - 0.56% | MOOG INC CLASS A (MOG-A) - 0.20% |
| #25 | APPLIED MATERIALS INC (AMAT) - 0.55% | RIOT PLATFORMS INC (RIOT) - 0.20% |
| Total Holdings | 1865 | 1795 |
ITOT vs IWM - Historical Returns
Returns include dividend reinvestment.
1M
ITOT
-0.81%
Winner
IWM
+3.82%
3M
ITOT
+12.71%
Winner
IWM
+19.63%
6M
ITOT
+7.84%
Winner
IWM
+17.64%
1Y
ITOT
+24.25%
Winner
IWM
+40.90%
5Y(CAGR)
Winner
ITOT
+12.08%
IWM
+6.57%
10Y(CAGR)
Winner
ITOT
+14.70%
IWM
+11.17%
Max(CAGR)
Winner
ITOT
+12.42%
IWM
+9.05%
ITOT vs IWM - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | ITOT | IWM |
|---|---|---|
| 2026 | +8.59% | +19.20% |
| 2025 | +17.22% | +12.57% |
| 2024 | +24.65% | +12.06% |
| 2023 | +26.70% | +17.49% |
| 2022 | -19.95% | -21.49% |
| 2021 | +27.30% | +16.05% |
| 2020 | +19.80% | +19.95% |
| 2019 | +30.74% | +24.69% |
| 2018 | -5.98% | -11.94% |
| 2017 | +20.37% | +14.02% |
| 2016 | +15.39% | +24.49% |
| 2015 | +3.03% | -3.91% |
| 2014 | +16.17% | +6.18% |
| 2013 | +32.04% | +34.73% |
| 2012 | +16.51% | +14.79% |
| 2011 | +2.44% | -6.07% |
| 2010 | +16.39% | +23.88% |
| 2009 | +26.03% | +26.00% |
| 2008 | -33.10% | -33.48% |
| 2007 | +10.58% | -1.92% |
| 2006 | +18.76% | +15.96% |
| 2005 | +11.69% | +6.30% |
| 2004 | +14.28% | +17.96% |
| 2003 | N/A | +45.02% |
| 2002 | N/A | -19.78% |
| 2001 | N/A | +6.67% |
| 2000 | N/A | +6.53% |
ITOT vs IWM Drawdown Comparison
The maximum drawdown for ITOT was -52.85%, occurring on Mar 9, 2009. Recovery took 838 trading sessions.
The maximum drawdown for IWM was -59.03%, occurring on Mar 9, 2009. Recovery took 908 trading sessions.
The current ITOT drawdown is -2.80%. The current IWM drawdown is -0.96%.
| Rank | ITOT | IWM |
|---|---|---|
| #1 | -52.85% Oct 9, 2007 - Feb 4, 2011 | -59.03% Jul 9, 2007 - Feb 11, 2011 |
| #2 | -35.00% Feb 19, 2020 - Aug 12, 2020 | -41.13% Aug 31, 2018 - Nov 9, 2020 |
| #3 | -25.35% Jan 3, 2022 - Dec 18, 2023 | -37.02% Jul 17, 2000 - Sep 3, 2003 |
| #4 | -20.11% Sep 20, 2018 - Apr 23, 2019 | -31.91% Nov 8, 2021 - Nov 6, 2024 |
| #5 | -19.44% Feb 19, 2025 - Jun 27, 2025 | -28.92% Apr 29, 2011 - Sep 13, 2012 |
| #6 | -19.01% Jul 7, 2011 - Feb 3, 2012 | -27.50% Nov 25, 2024 - Sep 11, 2025 |
| #7 | -13.39% Dec 1, 2015 - Apr 13, 2016 | -25.68% Jun 23, 2015 - Nov 11, 2016 |
| #8 | -11.79% Jul 20, 2015 - Dec 1, 2015 | -14.14% May 8, 2006 - Nov 14, 2006 |
| #9 | -9.88% Jan 26, 2018 - Jul 25, 2018 | -13.96% Apr 5, 2004 - Nov 4, 2004 |
| #10 | -9.81% Apr 2, 2012 - Aug 15, 2012 | -12.70% Jul 3, 2014 - Dec 22, 2014 |
| #11 | -9.62% Jul 19, 2007 - Oct 1, 2007 | -11.75% Dec 28, 2004 - Jul 5, 2005 |
| #12 | -9.37% Sep 2, 2020 - Nov 9, 2020 | -11.03% Jan 22, 2026 - Apr 15, 2026 |
| #13 | -8.90% Jan 27, 2026 - Apr 14, 2026 | -10.72% Sep 14, 2012 - Jan 2, 2013 |
| #14 | -8.50% Jul 16, 2024 - Sep 19, 2024 | -9.60% Aug 2, 2005 - Dec 1, 2005 |
| #15 | -8.14% May 9, 2006 - Sep 13, 2006 | -9.55% Mar 15, 2021 - Nov 1, 2021 |
Correlation
Correlation between ITOT and IWM is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2000 - 2026)
ITOT vs IWM dividend yield comparison.
| Year | ITOT | IWM |
|---|---|---|
| 2026 | 0.46% | 0.39% |
| 2025 | 1.11% | 1.04% |
| 2024 | 1.23% | 1.15% |
| 2023 | 1.47% | 1.35% |
| 2022 | 1.66% | 1.48% |
| 2021 | 1.18% | 0.94% |
| 2020 | 1.41% | 1.04% |
| 2019 | 1.88% | 1.26% |
| 2018 | 2.14% | 1.40% |
| 2017 | 1.69% | 1.26% |
| 2016 | 2.69% | 1.38% |
| 2015 | 4.03% | 1.54% |
| 2014 | 3.42% | 1.26% |
| 2013 | 3.38% | 1.23% |
| 2012 | 3.87% | 2.00% |
| 2011 | 3.70% | 1.40% |
| 2010 | 3.27% | 1.14% |
| 2009 | 3.70% | 1.15% |
| 2008 | 7.98% | 1.78% |
| 2007 | 6.58% | 1.02% |
| 2006 | 5.89% | 1.07% |
| 2005 | 6.21% | 1.73% |
| 2004 | 6.11% | 1.84% |
| 2003 | 0.00% | 1.66% |
| 2002 | 0.00% | 2.62% |
| 2001 | 0.00% | 2.16% |
| 2000 | 0.00% | 1.77% |
Select Stocks to Compare
Popular: ITOT vs SPYIWM vs SPY
More Comparisons
Compare with similar stocks
Compare ITOT with:
Compare IWM with:
Popular suggestions:
ITOT vs VTI
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF vs VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES
IWM vs VTWO
ISHARES RUSSELL 2000 ETF vs VANGUARD RUSSELL 2000 INDEX FUND ETF SHARES
IWM vs IWN
ISHARES RUSSELL 2000 ETF vs ISHARES RUSSELL 2000 VALUE ETF
ITOT vs VOO
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF vs VANGUARD 500 INDEX FUND ETF SHARES
VTI vs ITOT
VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES vs ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
EQAL vs IWM
INVESCO RUSSELL 1000 EQUAL WEIGHT ETF vs ISHARES RUSSELL 2000 ETF