IWM vs IWD
Comparison between ISHARES RUSSELL 2000 ETF (IWM, ETF) and ISHARES RUSSELL 1000 VALUE ETF (IWD, ETF).
5-Year PerformanceIWD has outperformed IWM, delivering a return of +9.8% compared to +6.0%
IWM vs IWD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IWM
$72B
IWD
$70B
Expense Ratio
IWM
0.19%
Winner
IWD
0.18%
Max Drawdown
Winner
IWM
59.89%
IWD
61.91%
Sharpe Ratio
IWM
1.84
Winner
IWD
2.04
5Y Beta
IWM
1.09
Winner
IWD
0.73
P/E Ratio
Winner
IWM
-406.62
IWD
23.06
Forward P/E
Winner
IWM
14.44
IWD
17.35
5Y Dividends CAGR
IWM
7.95%
Winner
IWD
9.32%
5Y EPS CAGR
IWM
12.78%
Winner
IWD
13.73%
Debt to Equity
IWM
N/A
IWD
15.73%
P/S Ratio
Winner
IWM
1.30
IWD
2.26
P/B Ratio
Winner
IWM
2.08
IWD
3.08
IWM vs IWD - Holdings Comparison
IWM and IWD have 2 common holdings. Overlap is -0.66%
IWM's top 25 holdings weight is 9.52%. IWD's top 25 holdings weight is 32.17%.
| Rank | IWM | IWD |
|---|---|---|
| #1 | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 0.86% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.69% |
| #2 | RUSSELL 2000 EMINI CME DEC 25 (n/a) - 0.68% | JPMORGAN CHASE & CO (JPM) - 2.65% |
| #3 | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 0.54% | ALPHABET INC CLASS A (GOOGL) - 2.14% |
| #4 | IONQ INC CLASS A (IONQ) - 0.50% | AMAZON.COM INC (AMZN) - 2.06% |
| #5 | BLOOM ENERGY CORP CLASS A (BE) - 0.49% | EXXON MOBIL CORP (XOM) - 1.95% |
| #6 | FABRINET (FN) - 0.46% | ALPHABET INC CLASS C (GOOG) - 1.73% |
| #7 | KRATOS DEFENSE & SECURITY SOLUTIONS INC (KTOS) - 0.42% | JOHNSON & JOHNSON (JNJ) - 1.70% |
| #8 | COEUR MINING INC (CDE) - 0.39% | WALMART INC (WMT) - 1.58% |
| #9 | RAMBUS INC (RMBS) - 0.37% | MICRON TECHNOLOGY INC (MU) - 1.57% |
| #10 | n/a (HIMS) - 0.37% | CISCO SYSTEMS INC (CSCO) - 1.11% |
| #11 | OKLO INC CLASS A SHARES (OKLO) - 0.35% | CHEVRON CORP (CVX) - 1.09% |
| #12 | ECHOSTAR CORP CLASS A (SATS) - 0.35% | PROCTER & GAMBLE CO (PG) - 1.04% |
| #13 | STERLING INFRASTRUCTURE INC (STRL) - 0.35% | CATERPILLAR INC (CAT) - 1.01% |
| #14 | n/a (CWAN) - 0.34% | BANK OF AMERICA CORP (BAC) - 1.01% |
| #15 | NEXTRACKER INC ORDINARY SHARES CLASS A (NXT) - 0.34% | UNITEDHEALTH GROUP INC (UNH) - 0.98% |
| #16 | ENSIGN GROUP INC (ENSG) - 0.33% | INTEL CORP (INTC) - 0.91% |
| #17 | CHART INDUSTRIES INC (GTLS) - 0.32% | MERCK & CO INC (MRK) - 0.87% |
| #18 | SPX TECHNOLOGIES INC (SPXC) - 0.32% | META PLATFORMS INC CLASS A (META) - 0.81% |
| #19 | UMB FINANCIAL CORP (UMBF) - 0.32% | THE GOLDMAN SACHS GROUP INC (GS) - 0.80% |
| #20 | INTERDIGITAL INC (IDCC) - 0.31% | WELLS FARGO & CO (WFC) - 0.79% |
| #21 | COMMVAULT SYSTEMS INC (CVLT) - 0.30% | RTX CORP (RTX) - 0.78% |
| #22 | ADVANCED ENERGY INDUSTRIES INC (AEIS) - 0.21% | PHILIP MORRIS INTERNATIONAL INC (PM) - 0.74% |
| #23 | MERITAGE HOMES CORP (MTH) - 0.20% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 0.74% |
| #24 | MOOG INC CLASS A (MOG-A) - 0.20% | LINDE PLC (LIN) - 0.72% |
| #25 | RIOT PLATFORMS INC (RIOT) - 0.20% | APPLIED MATERIALS INC (AMAT) - 0.70% |
| Total Holdings | 1795 | 864 |
IWM vs IWD - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IWM
+9.10%
IWD
+5.38%
3M
Winner
IWM
+6.67%
IWD
+4.53%
6M
Winner
IWM
+18.22%
IWD
+15.41%
1Y
Winner
IWM
+42.77%
IWD
+28.60%
5Y(CAGR)
IWM
+6.04%
Winner
IWD
+9.75%
10Y(CAGR)
IWM
+11.26%
Winner
IWD
+11.28%
Max(CAGR)
Winner
IWM
+8.69%
IWD
+8.05%
IWM vs IWD - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IWM | IWD |
|---|---|---|
| 2026 | +14.43% | +10.64% |
| 2025 | +12.57% | +15.91% |
| 2024 | +12.06% | +13.78% |
| 2023 | +17.49% | +11.40% |
| 2022 | -21.49% | -8.06% |
| 2021 | +16.05% | +26.65% |
| 2020 | +19.95% | +2.31% |
| 2019 | +24.69% | +26.15% |
| 2018 | -11.94% | -8.84% |
| 2017 | +14.02% | +12.65% |
| 2016 | +24.49% | +18.65% |
| 2015 | -3.91% | -3.99% |
| 2014 | +6.18% | +14.25% |
| 2013 | +34.73% | +28.94% |
| 2012 | +14.79% | +15.55% |
| 2011 | -6.07% | -1.00% |
| 2010 | +23.88% | +13.28% |
| 2009 | +26.00% | +16.61% |
| 2008 | -33.48% | -35.73% |
| 2007 | -1.92% | -0.33% |
| 2006 | +15.96% | +20.13% |
| 2005 | +5.83% | +7.79% |
| 2004 | +16.79% | +16.44% |
| 2003 | +43.62% | +25.72% |
| 2002 | -20.74% | -16.22% |
| 2001 | +5.46% | -4.66% |
| 2000 | +5.62% | +8.98% |
IWM vs IWD Drawdown Comparison
The maximum drawdown for IWM was -59.03%, occurring on Mar 9, 2009. Recovery took 908 trading sessions.
The maximum drawdown for IWD was -60.09%, occurring on Mar 9, 2009. Recovery took 1424 trading sessions.
The current IWM drawdown is -0.92%. The current IWD drawdown is -0.25%.
| Rank | IWM | IWD |
|---|---|---|
| #1 | -59.03% Jul 9, 2007 - Feb 11, 2011 | -60.09% Jun 4, 2007 - Jan 29, 2013 |
| #2 | -41.13% Aug 31, 2018 - Nov 9, 2020 | -38.51% Feb 13, 2020 - Dec 4, 2020 |
| #3 | -38.67% Jul 17, 2000 - Oct 13, 2003 | -34.08% May 21, 2001 - Dec 29, 2003 |
| #4 | -31.91% Nov 8, 2021 - Nov 6, 2024 | -19.03% Jan 12, 2022 - Dec 14, 2023 |
| #5 | -28.92% Apr 29, 2011 - Sep 13, 2012 | -18.31% Jan 26, 2018 - Apr 30, 2019 |
| #6 | -27.50% Nov 25, 2024 - Sep 11, 2025 | -16.16% May 21, 2015 - Jun 8, 2016 |
| #7 | -25.68% Jun 23, 2015 - Nov 11, 2016 | -15.71% Nov 29, 2024 - Jul 3, 2025 |
| #8 | -14.19% Apr 5, 2004 - Nov 5, 2004 | -12.19% Feb 12, 2001 - May 16, 2001 |
| #9 | -14.14% May 8, 2006 - Nov 14, 2006 | -7.85% Sep 18, 2014 - Nov 5, 2014 |
| #10 | -12.70% Jul 3, 2014 - Dec 22, 2014 | -7.59% Mar 5, 2004 - Sep 7, 2004 |
| #11 | -12.14% Dec 28, 2004 - Jul 5, 2005 | -7.25% May 10, 2006 - Aug 16, 2006 |
| #12 | -11.03% Jan 22, 2026 - Apr 15, 2026 | -6.79% Feb 27, 2026 - Apr 14, 2026 |
| #13 | -10.72% Sep 14, 2012 - Jan 2, 2013 | -6.77% Mar 4, 2005 - Jun 17, 2005 |
| #14 | -9.60% Aug 2, 2005 - Dec 1, 2005 | -6.74% Jul 26, 2019 - Sep 12, 2019 |
| #15 | -9.55% Mar 15, 2021 - Nov 1, 2021 | -6.50% Sep 16, 2005 - Nov 21, 2005 |
Correlation
Correlation between IWM and IWD is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2000 - 2026)
IWM vs IWD dividend yield comparison.
| Year | IWM | IWD |
|---|---|---|
| 2026 | 0.16% | 0.35% |
| 2025 | 1.04% | 1.69% |
| 2024 | 1.15% | 1.87% |
| 2023 | 1.35% | 2.02% |
| 2022 | 1.48% | 2.15% |
| 2021 | 0.94% | 1.62% |
| 2020 | 1.04% | 2.05% |
| 2019 | 1.26% | 2.45% |
| 2018 | 1.40% | 2.71% |
| 2017 | 1.26% | 2.09% |
| 2016 | 1.38% | 2.25% |
| 2015 | 1.54% | 2.47% |
| 2014 | 1.26% | 2.00% |
| 2013 | 1.23% | 1.95% |
| 2012 | 2.00% | 2.30% |
| 2011 | 1.40% | 2.30% |
| 2010 | 1.14% | 1.98% |
| 2009 | 1.15% | 2.36% |
| 2008 | 1.78% | 3.70% |
| 2007 | 1.02% | 2.40% |
| 2006 | 1.07% | 2.05% |
| 2005 | 1.32% | 2.46% |
| 2004 | 0.92% | 1.96% |
| 2003 | 0.83% | 1.91% |
| 2002 | 1.31% | 2.14% |
| 2001 | 1.08% | 1.56% |
| 2000 | 0.89% | 0.74% |
Select Stocks to Compare
Popular: IWM vs SPYIWD vs SPY
More Comparisons
Compare with similar stocks