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IWM vs IWN

Comparison between ISHARES RUSSELL 2000 ETF (IWM, ETF) and ISHARES RUSSELL 2000 VALUE ETF (IWN, ETF).

5-Year PerformanceIWN has outperformed IWM, delivering a return of +6.2% compared to +5.7%

IWM vs IWN - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
IWM
$77B
IWN
$13B
Expense Ratio
Winner
IWM
0.19%
IWN
0.24%
Max Drawdown
Winner
IWM
59.89%
IWN
62.91%
Sharpe Ratio
IWM
1.51
Winner
IWN
1.76
5Y Beta
IWM
1.10
Winner
IWN
0.97
P/E Ratio
Winner
IWM
-773.26
IWN
222.44
Forward P/E
IWM
14.29
Winner
IWN
12.13
5Y Dividends CAGR
IWM
7.95%
Winner
IWN
11.18%
5Y EPS CAGR
Winner
IWM
12.04%
IWN
7.00%
Debt to Equity
IWM
44.17%
Winner
IWN
43.17%
P/S Ratio
IWM
1.29
Winner
IWN
1.25
P/B Ratio
IWM
2.08
Winner
IWN
1.54

IWM vs IWN - Holdings Comparison

IWM and IWN have 1202 common holdings. Overlap is 44.35%

IWM's top 25 holdings weight is 9.52%. IWN's top 25 holdings weight is 12.88%.

RankIWMIWN
#1
CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 0.86%
ECHOSTAR CORP CLASS A (SATS) - 1.19%
#2
RUSSELL 2000 EMINI CME DEC 25 (n/a) - 0.68%
TTM TECHNOLOGIES INC (TTMI) - 0.68%
#3
BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 0.54%
COEUR MINING INC (CDE) - 0.66%
#4
IONQ INC CLASS A (IONQ) - 0.50%
HECLA MINING CO (HL) - 0.63%
#5
BLOOM ENERGY CORP CLASS A (BE) - 0.49%
CARETRUST REIT INC (CTRE) - 0.53%
#6
FABRINET (FN) - 0.46%
FLUOR CORP (FLR) - 0.52%
#7
KRATOS DEFENSE & SECURITY SOLUTIONS INC (KTOS) - 0.42%
UMB FINANCIAL CORP (UMBF) - 0.52%
#8
COEUR MINING INC (CDE) - 0.39%
SM ENERGY CO (SM) - 0.52%
#9
RAMBUS INC (RMBS) - 0.37%
n/a (PRAX) - 0.50%
#10
n/a (HIMS) - 0.37%
VAXCYTE INC ORDINARY SHARES (PCVX) - 0.49%
#11
OKLO INC CLASS A SHARES (OKLO) - 0.35%
JACKSON FINANCIAL INC (JXN) - 0.49%
#12
ECHOSTAR CORP CLASS A (SATS) - 0.35%
CYTOKINETICS INC (CYTK) - 0.48%
#13
STERLING INFRASTRUCTURE INC (STRL) - 0.35%
OLD NATIONAL BANCORP (ONB) - 0.47%
#14
n/a (CWAN) - 0.34%
ORMAT TECHNOLOGIES INC (ORA) - 0.47%
#15
NEXTRACKER INC ORDINARY SHARES CLASS A (NXT) - 0.34%
COMMERCIAL METALS CO (CMC) - 0.47%
#16
ENSIGN GROUP INC (ENSG) - 0.33%
VIASAT INC (VSAT) - 0.45%
#17
CHART INDUSTRIES INC (GTLS) - 0.32%
SSR MINING INC (SSRM) - 0.44%
#18
SPX TECHNOLOGIES INC (SPXC) - 0.32%
TERRENO REALTY CORP (TRNO) - 0.43%
#19
UMB FINANCIAL CORP (UMBF) - 0.32%
NOBLE CORP PLC CLASS A (NE) - 0.43%
#20
INTERDIGITAL INC (IDCC) - 0.31%
ESSENTIAL PROPERTIES REALTY TRUST INC (EPRT) - 0.42%
#21
COMMVAULT SYSTEMS INC (CVLT) - 0.30%
SOUTHWEST GAS HOLDINGS INC (SWX) - 0.42%
#22
ADVANCED ENERGY INDUSTRIES INC (AEIS) - 0.21%
TRANSOCEAN LTD (RIG) - 0.42%
#23
MERITAGE HOMES CORP (MTH) - 0.20%
VALARIS LTD (VAL) - 0.42%
#24
MOOG INC CLASS A (MOG-A) - 0.20%
ENERSYS (ENS) - 0.42%
#25
RIOT PLATFORMS INC (RIOT) - 0.20%
PORTLAND GENERAL ELECTRIC CO (POR) - 0.41%
Total Holdings17951404

IWM vs IWN - Historical Returns

Returns include dividend reinvestment.

1M
IWM
-0.32%
Winner
IWN
-0.08%
3M
Winner
IWM
+9.89%
IWN
+8.07%
6M
IWM
+12.89%
Winner
IWN
+14.94%
1Y
IWM
+36.52%
Winner
IWN
+40.04%
5Y(CAGR)
IWM
+5.66%
Winner
IWN
+6.21%
10Y(CAGR)
Winner
IWM
+10.58%
IWN
+9.92%
Max(CAGR)
IWM
+8.62%
Winner
IWN
+9.31%

IWM vs IWN - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

YearIWMIWN
2026+13.41%+14.84%
2025+12.57%+12.57%
2024+12.06%+8.00%
2023+17.49%+14.92%
2022-21.49%-15.78%
2021+16.05%+29.69%
2020+19.95%+4.78%
2019+24.69%+21.05%
2018-11.94%-13.73%
2017+14.02%+7.03%
2016+24.49%+34.63%
2015-3.91%-7.27%
2014+6.18%+5.30%
2013+34.73%+30.27%
2012+14.79%+15.86%
2011-6.07%-7.51%
2010+23.88%+21.53%
2009+26.00%+20.24%
2008-33.48%-27.94%
2007-1.92%-10.53%
2006+15.96%+21.09%
2005+5.83%+5.60%
2004+16.79%+20.92%
2003+43.62%+41.77%
2002-20.74%-12.06%
2001+5.46%+16.04%
2000+5.62%+13.82%

IWM vs IWN Drawdown Comparison

The maximum drawdown for IWM was -59.03%, occurring on Mar 9, 2009. Recovery took 908 trading sessions.

The maximum drawdown for IWN was -61.53%, occurring on Mar 9, 2009. Recovery took 1333 trading sessions.

The current IWM drawdown is -3.55%. The current IWN drawdown is -2.75%.

RankIWMIWN
#1-59.03%
Jul 9, 2007 - Feb 11, 2011		-61.53%
Jun 4, 2007 - Sep 14, 2012
#2-41.13%
Aug 31, 2018 - Nov 9, 2020		-46.07%
Aug 22, 2018 - Dec 15, 2020
#3-38.67%
Jul 17, 2000 - Oct 13, 2003		-34.07%
May 2, 2002 - Sep 4, 2003
#4-31.91%
Nov 8, 2021 - Nov 6, 2024		-26.70%
Nov 25, 2024 - Sep 18, 2025
#5-28.92%
Apr 29, 2011 - Sep 13, 2012		-25.93%
Nov 8, 2021 - Jul 16, 2024
#6-27.50%
Nov 25, 2024 - Sep 11, 2025		-22.54%
Jun 23, 2015 - Aug 5, 2016
#7-25.68%
Jun 23, 2015 - Nov 11, 2016		-19.41%
Jun 29, 2001 - Dec 18, 2001
#8-14.19%
Apr 5, 2004 - Nov 5, 2004		-12.38%
Jul 3, 2014 - Dec 29, 2014
#9-14.14%
May 8, 2006 - Nov 14, 2006		-12.02%
May 9, 2006 - Oct 12, 2006
#10-12.70%
Jul 3, 2014 - Dec 22, 2014		-11.86%
Jun 8, 2021 - Nov 3, 2021
#11-12.14%
Dec 28, 2004 - Jul 5, 2005		-11.37%
Apr 5, 2004 - Oct 1, 2004
#12-11.03%
Jan 22, 2026 - Apr 15, 2026		-10.57%
Sep 14, 2012 - Dec 20, 2012
#13-10.72%
Sep 14, 2012 - Jan 2, 2013		-10.26%
Dec 28, 2004 - Jun 15, 2005
#14-9.60%
Aug 2, 2005 - Dec 1, 2005		-10.14%
Aug 2, 2005 - Jan 6, 2006
#15-9.55%
Mar 15, 2021 - Nov 1, 2021		-9.85%
Jul 26, 2024 - Oct 16, 2024

Correlation

Correlation between IWM and IWN is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.

1.00
-101

Dividend Comparison (2000 - 2026)

IWM vs IWN dividend yield comparison.

YearIWMIWN
20260.16%0.25%
20251.04%1.70%
20241.15%1.80%
20231.35%2.04%
20221.48%2.12%
20210.94%1.48%
20201.04%1.60%
20191.26%1.92%
20181.40%1.99%
20171.26%1.78%
20161.38%1.74%
20151.54%2.15%
20141.26%1.88%
20131.23%1.77%
20122.00%2.50%
20111.40%2.03%
20101.14%1.63%
20091.15%1.82%
20081.78%2.46%
20071.02%2.03%
20061.07%1.59%
20051.32%1.76%
20040.92%1.38%
20030.83%1.24%
20021.31%1.89%
20011.08%1.84%
20000.89%0.76%

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