IWM vs ITOT
Comparison between ISHARES RUSSELL 2000 ETF (IWM, ETF) and ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF (ITOT, ETF).
5-Year PerformanceITOT has outperformed IWM, delivering a return of +12.2% compared to +6.0%
IWM vs ITOT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IWM
$72B
Winner
ITOT
$80B
Expense Ratio
IWM
0.19%
Winner
ITOT
0.03%
Max Drawdown
IWM
59.89%
Winner
ITOT
56.33%
Sharpe Ratio
IWM
1.84
Winner
ITOT
2.01
5Y Beta
IWM
1.09
Winner
ITOT
0.99
P/E Ratio
Winner
IWM
-406.62
ITOT
28.10
Forward P/E
Winner
IWM
14.44
ITOT
20.09
5Y Dividends CAGR
IWM
7.95%
Winner
ITOT
10.09%
5Y EPS CAGR
IWM
12.78%
Winner
ITOT
23.73%
P/S Ratio
Winner
IWM
1.30
ITOT
3.15
P/B Ratio
Winner
IWM
2.08
ITOT
4.63
IWM vs ITOT - Holdings Comparison
IWM and ITOT have 860 common holdings. Overlap is 1.97%
IWM's top 25 holdings weight is 9.52%. ITOT's top 25 holdings weight is 44.01%.
| Rank | IWM | ITOT |
|---|---|---|
| #1 | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 0.86% | NVIDIA CORP (NVDA) - 6.69% |
| #2 | RUSSELL 2000 EMINI CME DEC 25 (n/a) - 0.68% | APPLE INC (AAPL) - 5.79% |
| #3 | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 0.54% | MICROSOFT CORP (MSFT) - 4.46% |
| #4 | IONQ INC CLASS A (IONQ) - 0.50% | AMAZON.COM INC (AMZN) - 3.22% |
| #5 | BLOOM ENERGY CORP CLASS A (BE) - 0.49% | ALPHABET INC CLASS A (GOOGL) - 2.75% |
| #6 | FABRINET (FN) - 0.46% | BROADCOM INC (AVGO) - 2.40% |
| #7 | KRATOS DEFENSE & SECURITY SOLUTIONS INC (KTOS) - 0.42% | ALPHABET INC CLASS C (GOOG) - 2.19% |
| #8 | COEUR MINING INC (CDE) - 0.39% | META PLATFORMS INC CLASS A (META) - 2.07% |
| #9 | RAMBUS INC (RMBS) - 0.37% | TESLA INC (TSLA) - 1.68% |
| #10 | n/a (HIMS) - 0.37% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.38% |
| #11 | OKLO INC CLASS A SHARES (OKLO) - 0.35% | JPMORGAN CHASE & CO (JPM) - 1.22% |
| #12 | ECHOSTAR CORP CLASS A (SATS) - 0.35% | ELI LILLY AND CO (LLY) - 1.13% |
| #13 | STERLING INFRASTRUCTURE INC (STRL) - 0.35% | EXXON MOBIL CORP (XOM) - 1.06% |
| #14 | n/a (CWAN) - 0.34% | JOHNSON & JOHNSON (JNJ) - 0.89% |
| #15 | NEXTRACKER INC ORDINARY SHARES CLASS A (NXT) - 0.34% | WALMART INC (WMT) - 0.83% |
| #16 | ENSIGN GROUP INC (ENSG) - 0.33% | VISA INC CLASS A (V) - 0.80% |
| #17 | CHART INDUSTRIES INC (GTLS) - 0.32% | MICRON TECHNOLOGY INC (MU) - 0.71% |
| #18 | SPX TECHNOLOGIES INC (SPXC) - 0.32% | COSTCO WHOLESALE CORP (COST) - 0.67% |
| #19 | UMB FINANCIAL CORP (UMBF) - 0.32% | MASTERCARD INC CLASS A (MA) - 0.64% |
| #20 | INTERDIGITAL INC (IDCC) - 0.31% | NETFLIX INC (NFLX) - 0.62% |
| #21 | COMMVAULT SYSTEMS INC (CVLT) - 0.30% | CHEVRON CORP (CVX) - 0.60% |
| #22 | ADVANCED ENERGY INDUSTRIES INC (AEIS) - 0.21% | n/a (PLTR) - 0.58% |
| #23 | MERITAGE HOMES CORP (MTH) - 0.20% | ABBVIE INC (ABBV) - 0.57% |
| #24 | MOOG INC CLASS A (MOG-A) - 0.20% | GILEAD SCIENCES INC (GILD) - 0.54% |
| #25 | RIOT PLATFORMS INC (RIOT) - 0.20% | THE HOME DEPOT INC (HD) - 0.52% |
| Total Holdings | 1795 | 1842 |
IWM vs ITOT - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IWM
+9.10%
ITOT
+8.85%
3M
Winner
IWM
+6.67%
ITOT
+6.35%
6M
Winner
IWM
+18.22%
ITOT
+10.62%
1Y
Winner
IWM
+42.77%
ITOT
+32.00%
5Y(CAGR)
IWM
+6.04%
Winner
ITOT
+12.22%
10Y(CAGR)
IWM
+11.26%
Winner
ITOT
+15.03%
Max(CAGR)
IWM
+8.69%
Winner
ITOT
+10.62%
IWM vs ITOT - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IWM | ITOT |
|---|---|---|
| 2026 | +14.43% | +8.30% |
| 2025 | +12.57% | +17.22% |
| 2024 | +12.06% | +24.65% |
| 2023 | +17.49% | +26.70% |
| 2022 | -21.49% | -19.95% |
| 2021 | +16.05% | +27.30% |
| 2020 | +19.95% | +19.80% |
| 2019 | +24.69% | +30.74% |
| 2018 | -11.94% | -5.98% |
| 2017 | +14.02% | +20.37% |
| 2016 | +24.49% | +14.31% |
| 2015 | -3.91% | +0.99% |
| 2014 | +6.18% | +14.13% |
| 2013 | +34.73% | +29.61% |
| 2012 | +14.79% | +14.27% |
| 2011 | -6.07% | +0.56% |
| 2010 | +23.88% | +14.37% |
| 2009 | +26.00% | +23.36% |
| 2008 | -33.48% | -35.62% |
| 2007 | -1.92% | +5.37% |
| 2006 | +15.96% | +13.36% |
| 2005 | +5.83% | +6.51% |
| 2004 | +16.79% | +8.91% |
| 2003 | +43.62% | N/A |
| 2002 | -20.74% | N/A |
| 2001 | +5.46% | N/A |
| 2000 | +5.62% | N/A |
IWM vs ITOT Drawdown Comparison
The maximum drawdown for IWM was -59.03%, occurring on Mar 9, 2009. Recovery took 908 trading sessions.
The maximum drawdown for ITOT was -55.21%, occurring on Mar 9, 2009. Recovery took 1118 trading sessions.
The current IWM drawdown is -0.92%.
| Rank | IWM | ITOT |
|---|---|---|
| #1 | -59.03% Jul 9, 2007 - Feb 11, 2011 | -55.21% Oct 9, 2007 - Mar 16, 2012 |
| #2 | -41.13% Aug 31, 2018 - Nov 9, 2020 | -35.00% Feb 19, 2020 - Aug 12, 2020 |
| #3 | -38.67% Jul 17, 2000 - Oct 13, 2003 | -25.35% Jan 3, 2022 - Dec 18, 2023 |
| #4 | -31.91% Nov 8, 2021 - Nov 6, 2024 | -20.11% Sep 20, 2018 - Apr 23, 2019 |
| #5 | -28.92% Apr 29, 2011 - Sep 13, 2012 | -19.44% Feb 19, 2025 - Jun 27, 2025 |
| #6 | -27.50% Nov 25, 2024 - Sep 11, 2025 | -14.40% May 21, 2015 - Jun 2, 2016 |
| #7 | -25.68% Jun 23, 2015 - Nov 11, 2016 | -9.88% Jan 26, 2018 - Jul 25, 2018 |
| #8 | -14.19% Apr 5, 2004 - Nov 5, 2004 | -9.81% Apr 2, 2012 - Aug 16, 2012 |
| #9 | -14.14% May 8, 2006 - Nov 14, 2006 | -9.62% Jul 19, 2007 - Oct 5, 2007 |
| #10 | -12.70% Jul 3, 2014 - Dec 22, 2014 | -9.37% Sep 2, 2020 - Nov 9, 2020 |
| #11 | -12.14% Dec 28, 2004 - Jul 5, 2005 | -8.90% Jan 27, 2026 - Apr 14, 2026 |
| #12 | -11.03% Jan 22, 2026 - Apr 15, 2026 | -8.50% Jul 16, 2024 - Sep 19, 2024 |
| #13 | -10.72% Sep 14, 2012 - Jan 2, 2013 | -8.14% May 9, 2006 - Sep 26, 2006 |
| #14 | -9.60% Aug 2, 2005 - Dec 1, 2005 | -7.87% Mar 5, 2004 - Nov 4, 2004 |
| #15 | -9.55% Mar 15, 2021 - Nov 1, 2021 | -7.39% Sep 14, 2012 - Jan 2, 2013 |
Correlation
Correlation between IWM and ITOT is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2000 - 2026)
IWM vs ITOT dividend yield comparison.
| Year | IWM | ITOT |
|---|---|---|
| 2026 | 0.16% | 0.20% |
| 2025 | 1.04% | 1.11% |
| 2024 | 1.15% | 1.23% |
| 2023 | 1.35% | 1.47% |
| 2022 | 1.48% | 1.66% |
| 2021 | 0.94% | 1.18% |
| 2020 | 1.04% | 1.41% |
| 2019 | 1.26% | 1.88% |
| 2018 | 1.40% | 2.14% |
| 2017 | 1.26% | 1.69% |
| 2016 | 1.38% | 1.83% |
| 2015 | 1.54% | 2.01% |
| 2014 | 1.26% | 1.71% |
| 2013 | 1.23% | 1.69% |
| 2012 | 2.00% | 1.94% |
| 2011 | 1.40% | 1.85% |
| 2010 | 1.14% | 1.64% |
| 2009 | 1.15% | 1.85% |
| 2008 | 1.78% | 2.69% |
| 2007 | 1.02% | 1.65% |
| 2006 | 1.07% | 1.47% |
| 2005 | 1.32% | 1.55% |
| 2004 | 0.92% | 1.53% |
| 2003 | 0.83% | 0.00% |
| 2002 | 1.31% | 0.00% |
| 2001 | 1.08% | 0.00% |
| 2000 | 0.89% | 0.00% |
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