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 +12.2% compared to +6.0%
ITOT vs IWM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
ITOT
$80B
IWM
$72B
Expense Ratio
Winner
ITOT
0.03%
IWM
0.19%
Max Drawdown
Winner
ITOT
56.33%
IWM
59.89%
Sharpe Ratio
Winner
ITOT
2.01
IWM
1.84
5Y Beta
Winner
ITOT
0.99
IWM
1.09
P/E Ratio
ITOT
28.10
Winner
IWM
-406.62
Forward P/E
ITOT
20.09
Winner
IWM
14.44
5Y Dividends CAGR
Winner
ITOT
10.09%
IWM
7.95%
5Y EPS CAGR
Winner
ITOT
23.73%
IWM
12.78%
P/S Ratio
ITOT
3.15
Winner
IWM
1.30
P/B Ratio
ITOT
4.63
Winner
IWM
2.08
ITOT vs IWM - Holdings Comparison
ITOT and IWM have 860 common holdings. Overlap is 1.97%
ITOT's top 25 holdings weight is 44.01%. IWM's top 25 holdings weight is 9.52%.
| Rank | ITOT | IWM |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 6.69% | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 0.86% |
| #2 | APPLE INC (AAPL) - 5.79% | RUSSELL 2000 EMINI CME DEC 25 (n/a) - 0.68% |
| #3 | MICROSOFT CORP (MSFT) - 4.46% | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 0.54% |
| #4 | AMAZON.COM INC (AMZN) - 3.22% | IONQ INC CLASS A (IONQ) - 0.50% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 2.75% | BLOOM ENERGY CORP CLASS A (BE) - 0.49% |
| #6 | BROADCOM INC (AVGO) - 2.40% | FABRINET (FN) - 0.46% |
| #7 | ALPHABET INC CLASS C (GOOG) - 2.19% | KRATOS DEFENSE & SECURITY SOLUTIONS INC (KTOS) - 0.42% |
| #8 | META PLATFORMS INC CLASS A (META) - 2.07% | COEUR MINING INC (CDE) - 0.39% |
| #9 | TESLA INC (TSLA) - 1.68% | RAMBUS INC (RMBS) - 0.37% |
| #10 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.38% | n/a (HIMS) - 0.37% |
| #11 | JPMORGAN CHASE & CO (JPM) - 1.22% | OKLO INC CLASS A SHARES (OKLO) - 0.35% |
| #12 | ELI LILLY AND CO (LLY) - 1.13% | ECHOSTAR CORP CLASS A (SATS) - 0.35% |
| #13 | EXXON MOBIL CORP (XOM) - 1.06% | STERLING INFRASTRUCTURE INC (STRL) - 0.35% |
| #14 | JOHNSON & JOHNSON (JNJ) - 0.89% | n/a (CWAN) - 0.34% |
| #15 | WALMART INC (WMT) - 0.83% | NEXTRACKER INC ORDINARY SHARES CLASS A (NXT) - 0.34% |
| #16 | VISA INC CLASS A (V) - 0.80% | ENSIGN GROUP INC (ENSG) - 0.33% |
| #17 | MICRON TECHNOLOGY INC (MU) - 0.71% | CHART INDUSTRIES INC (GTLS) - 0.32% |
| #18 | COSTCO WHOLESALE CORP (COST) - 0.67% | SPX TECHNOLOGIES INC (SPXC) - 0.32% |
| #19 | MASTERCARD INC CLASS A (MA) - 0.64% | UMB FINANCIAL CORP (UMBF) - 0.32% |
| #20 | NETFLIX INC (NFLX) - 0.62% | INTERDIGITAL INC (IDCC) - 0.31% |
| #21 | CHEVRON CORP (CVX) - 0.60% | COMMVAULT SYSTEMS INC (CVLT) - 0.30% |
| #22 | n/a (PLTR) - 0.58% | ADVANCED ENERGY INDUSTRIES INC (AEIS) - 0.21% |
| #23 | ABBVIE INC (ABBV) - 0.57% | MERITAGE HOMES CORP (MTH) - 0.20% |
| #24 | GILEAD SCIENCES INC (GILD) - 0.54% | MOOG INC CLASS A (MOG-A) - 0.20% |
| #25 | THE HOME DEPOT INC (HD) - 0.52% | RIOT PLATFORMS INC (RIOT) - 0.20% |
| Total Holdings | 1842 | 1795 |
ITOT vs IWM - Historical Returns
Returns include dividend reinvestment.
1M
ITOT
+8.85%
Winner
IWM
+9.10%
3M
ITOT
+6.35%
Winner
IWM
+6.67%
6M
ITOT
+10.62%
Winner
IWM
+18.22%
1Y
ITOT
+32.00%
Winner
IWM
+42.77%
5Y(CAGR)
Winner
ITOT
+12.22%
IWM
+6.04%
10Y(CAGR)
Winner
ITOT
+15.03%
IWM
+11.26%
Max(CAGR)
Winner
ITOT
+10.62%
IWM
+8.69%
ITOT vs IWM - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | ITOT | IWM |
|---|---|---|
| 2026 | +8.30% | +14.43% |
| 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 | +14.31% | +24.49% |
| 2015 | +0.99% | -3.91% |
| 2014 | +14.13% | +6.18% |
| 2013 | +29.61% | +34.73% |
| 2012 | +14.27% | +14.79% |
| 2011 | +0.56% | -6.07% |
| 2010 | +14.37% | +23.88% |
| 2009 | +23.36% | +26.00% |
| 2008 | -35.62% | -33.48% |
| 2007 | +5.37% | -1.92% |
| 2006 | +13.36% | +15.96% |
| 2005 | +6.51% | +5.83% |
| 2004 | +8.91% | +16.79% |
| 2003 | N/A | +43.62% |
| 2002 | N/A | -20.74% |
| 2001 | N/A | +5.46% |
| 2000 | N/A | +5.62% |
ITOT vs IWM Drawdown Comparison
The maximum drawdown for ITOT was -55.21%, occurring on Mar 9, 2009. Recovery took 1118 trading sessions.
The maximum drawdown for IWM was -59.03%, occurring on Mar 9, 2009. Recovery took 908 trading sessions.
The current IWM drawdown is -0.92%.
| Rank | ITOT | IWM |
|---|---|---|
| #1 | -55.21% Oct 9, 2007 - Mar 16, 2012 | -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 | -38.67% Jul 17, 2000 - Oct 13, 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 | -14.40% May 21, 2015 - Jun 2, 2016 | -27.50% Nov 25, 2024 - Sep 11, 2025 |
| #7 | -9.88% Jan 26, 2018 - Jul 25, 2018 | -25.68% Jun 23, 2015 - Nov 11, 2016 |
| #8 | -9.81% Apr 2, 2012 - Aug 16, 2012 | -14.19% Apr 5, 2004 - Nov 5, 2004 |
| #9 | -9.62% Jul 19, 2007 - Oct 5, 2007 | -14.14% May 8, 2006 - Nov 14, 2006 |
| #10 | -9.37% Sep 2, 2020 - Nov 9, 2020 | -12.70% Jul 3, 2014 - Dec 22, 2014 |
| #11 | -8.90% Jan 27, 2026 - Apr 14, 2026 | -12.14% Dec 28, 2004 - Jul 5, 2005 |
| #12 | -8.50% Jul 16, 2024 - Sep 19, 2024 | -11.03% Jan 22, 2026 - Apr 15, 2026 |
| #13 | -8.14% May 9, 2006 - Sep 26, 2006 | -10.72% Sep 14, 2012 - Jan 2, 2013 |
| #14 | -7.87% Mar 5, 2004 - Nov 4, 2004 | -9.60% Aug 2, 2005 - Dec 1, 2005 |
| #15 | -7.39% Sep 14, 2012 - Jan 2, 2013 | -9.55% Mar 15, 2021 - Nov 1, 2021 |
Correlation
Correlation between ITOT and IWM is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2000 - 2026)
ITOT vs IWM dividend yield comparison.
| Year | ITOT | IWM |
|---|---|---|
| 2026 | 0.20% | 0.16% |
| 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 | 1.83% | 1.38% |
| 2015 | 2.01% | 1.54% |
| 2014 | 1.71% | 1.26% |
| 2013 | 1.69% | 1.23% |
| 2012 | 1.94% | 2.00% |
| 2011 | 1.85% | 1.40% |
| 2010 | 1.64% | 1.14% |
| 2009 | 1.85% | 1.15% |
| 2008 | 2.69% | 1.78% |
| 2007 | 1.65% | 1.02% |
| 2006 | 1.47% | 1.07% |
| 2005 | 1.55% | 1.32% |
| 2004 | 1.53% | 0.92% |
| 2003 | 0.00% | 0.83% |
| 2002 | 0.00% | 1.31% |
| 2001 | 0.00% | 1.08% |
| 2000 | 0.00% | 0.89% |
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