IWM vs RSP
Comparison between ISHARES RUSSELL 2000 ETF (IWM, ETF) and INVESCO S&P 500 EQUAL WEIGHT ETF (RSP, ETF).
5-Year PerformanceRSP has outperformed IWM, delivering a return of +9.0% compared to +7.3%
IWM vs RSP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IWM
$83B
Winner
RSP
$94B
Expense Ratio
Winner
IWM
0.19%
RSP
0.20%
Max Drawdown
Winner
IWM
59.89%
RSP
60.91%
Sharpe Ratio
Winner
IWM
1.51
RSP
1.38
5Y Beta
IWM
1.09
Winner
RSP
0.77
P/E Ratio
Winner
IWM
-68.57
RSP
24.16
Forward P/E
Winner
IWM
14.47
RSP
17.85
PEG Ratio
IWM
N/A
RSP
0.19
5Y Dividends CAGR
IWM
6.40%
Winner
RSP
10.07%
5Y EPS CAGR
Winner
IWM
12.56%
RSP
11.21%
Debt to Equity
Winner
IWM
42.84%
RSP
47.06%
P/S Ratio
Winner
IWM
1.25
RSP
1.91
P/B Ratio
Winner
IWM
2.12
RSP
3.30
IWM vs RSP - Holdings Comparison
IWM and RSP have 1 common holdings. Overlap is -0.68%
IWM's top 25 holdings weight is 9.52%. RSP's top 25 holdings weight is 5.85%.
| Rank | IWM | RSP |
|---|---|---|
| #1 | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 0.86% | BIO-TECHNE CORP (TECH) - 0.27% |
| #2 | RUSSELL 2000 EMINI CME DEC 25 (n/a) - 0.68% | PAYPAL HOLDINGS INC (PYPL) - 0.26% |
| #3 | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 0.54% | PALO ALTO NETWORKS INC (PANW) - 0.25% |
| #4 | IONQ INC CLASS A (IONQ) - 0.50% | GLOBAL PAYMENTS INC (GPN) - 0.25% |
| #5 | BLOOM ENERGY CORP CLASS A (BE) - 0.49% | MODERNA INC (MRNA) - 0.24% |
| #6 | FABRINET (FN) - 0.46% | GENUINE PARTS CO (GPC) - 0.24% |
| #7 | KRATOS DEFENSE & SECURITY SOLUTIONS INC (KTOS) - 0.42% | ADVANCED MICRO DEVICES INC (AMD) - 0.24% |
| #8 | COEUR MINING INC (CDE) - 0.39% | THE TRAVELERS COMPANIES INC (TRV) - 0.24% |
| #9 | RAMBUS INC (RMBS) - 0.37% | BLOCK INC CLASS A (XYZ) - 0.23% |
| #10 | n/a (HIMS) - 0.37% | n/a (ZBRA) - 0.23% |
| #11 | OKLO INC CLASS A SHARES (OKLO) - 0.35% | VISTRA CORP (VST) - 0.23% |
| #12 | ECHOSTAR CORP CLASS A (SATS) - 0.35% | VALERO ENERGY CORP (VLO) - 0.23% |
| #13 | STERLING INFRASTRUCTURE INC (STRL) - 0.35% | DAVITA INC (DVA) - 0.23% |
| #14 | n/a (CWAN) - 0.34% | CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 0.23% |
| #15 | NEXTRACKER INC ORDINARY SHARES CLASS A (NXT) - 0.34% | CORTEVA INC (CTVA) - 0.23% |
| #16 | ENSIGN GROUP INC (ENSG) - 0.33% | CF INDUSTRIES HOLDINGS INC (CF) - 0.23% |
| #17 | CHART INDUSTRIES INC (GTLS) - 0.32% | n/a (CRL) - 0.23% |
| #18 | SPX TECHNOLOGIES INC (SPXC) - 0.32% | AMERIPRISE FINANCIAL INC (AMP) - 0.23% |
| #19 | UMB FINANCIAL CORP (UMBF) - 0.32% | PHILLIPS 66 (PSX) - 0.23% |
| #20 | INTERDIGITAL INC (IDCC) - 0.31% | ROBINHOOD MARKETS INC CLASS A (HOOD) - 0.23% |
| #21 | COMMVAULT SYSTEMS INC (CVLT) - 0.30% | UNITED PARCEL SERVICE INC CLASS B (UPS) - 0.22% |
| #22 | ADVANCED ENERGY INDUSTRIES INC (AEIS) - 0.21% | RAYMOND JAMES FINANCIAL INC (RJF) - 0.22% |
| #23 | MERITAGE HOMES CORP (MTH) - 0.20% | THE MOSAIC CO (MOS) - 0.22% |
| #24 | MOOG INC CLASS A (MOG-A) - 0.20% | PRUDENTIAL FINANCIAL INC (PRU) - 0.22% |
| #25 | RIOT PLATFORMS INC (RIOT) - 0.20% | U.S. BANCORP (USB) - 0.22% |
| Total Holdings | 1795 | 468 |
IWM vs RSP - Historical Returns
Returns include dividend reinvestment.
1M
IWM
-0.22%
Winner
RSP
+1.67%
3M
IWM
+4.24%
Winner
RSP
+7.11%
6M
Winner
IWM
+13.00%
RSP
+8.95%
1Y
Winner
IWM
+36.63%
RSP
+21.51%
5Y(CAGR)
IWM
+7.28%
Winner
RSP
+9.04%
10Y(CAGR)
IWM
+10.71%
Winner
RSP
+11.97%
Max(CAGR)
IWM
+8.81%
Winner
RSP
+11.36%
IWM vs RSP - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IWM | RSP |
|---|---|---|
| 2026 | +20.38% | +14.26% |
| 2025 | +12.57% | +11.52% |
| 2024 | +12.06% | +12.75% |
| 2023 | +17.49% | +13.80% |
| 2022 | -21.49% | -11.70% |
| 2021 | +16.05% | +31.31% |
| 2020 | +19.95% | +12.39% |
| 2019 | +24.69% | +28.83% |
| 2018 | -11.94% | -8.50% |
| 2017 | +14.02% | +17.57% |
| 2016 | +24.49% | +15.79% |
| 2015 | -3.91% | -2.63% |
| 2014 | +6.18% | +15.11% |
| 2013 | +34.73% | +32.31% |
| 2012 | +14.79% | +15.39% |
| 2011 | -6.07% | -1.67% |
| 2010 | +23.88% | +19.41% |
| 2009 | +26.00% | +39.86% |
| 2008 | -33.48% | -39.14% |
| 2007 | -1.92% | +0.94% |
| 2006 | +15.96% | +13.51% |
| 2005 | +5.83% | +8.91% |
| 2004 | +16.79% | +17.03% |
| 2003 | +43.62% | +33.45% |
| 2002 | -20.74% | N/A |
| 2001 | +5.46% | N/A |
| 2000 | +5.62% | N/A |
IWM vs RSP Drawdown Comparison
The maximum drawdown for IWM was -59.03%, occurring on Mar 9, 2009. Recovery took 908 trading sessions.
The maximum drawdown for RSP was -59.93%, occurring on Mar 9, 2009. Recovery took 897 trading sessions.
The current IWM drawdown is -1.15%. The current RSP drawdown is -0.75%.
| Rank | IWM | RSP |
|---|---|---|
| #1 | -59.03% Jul 9, 2007 - Feb 11, 2011 | -59.93% Jul 19, 2007 - Feb 8, 2011 |
| #2 | -41.13% Aug 31, 2018 - Nov 9, 2020 | -39.02% Feb 12, 2020 - Nov 9, 2020 |
| #3 | -38.67% Jul 17, 2000 - Oct 13, 2003 | -22.88% Jul 7, 2011 - Mar 13, 2012 |
| #4 | -31.91% Nov 8, 2021 - Nov 6, 2024 | -21.39% Jan 4, 2022 - Jan 29, 2024 |
| #5 | -28.92% Apr 29, 2011 - Sep 13, 2012 | -19.77% Sep 21, 2018 - Apr 5, 2019 |
| #6 | -27.50% Nov 25, 2024 - Sep 11, 2025 | -17.82% Nov 29, 2024 - Jul 10, 2025 |
| #7 | -25.68% Jun 23, 2015 - Nov 11, 2016 | -16.95% May 21, 2015 - Jun 7, 2016 |
| #8 | -14.19% Apr 5, 2004 - Nov 5, 2004 | -11.22% Mar 26, 2012 - Sep 6, 2012 |
| #9 | -14.14% May 8, 2006 - Nov 14, 2006 | -9.90% Jan 26, 2018 - Aug 24, 2018 |
| #10 | -12.70% Jul 3, 2014 - Dec 22, 2014 | -8.85% May 8, 2006 - Oct 5, 2006 |
| #11 | -12.14% Dec 28, 2004 - Jul 5, 2005 | -8.68% Jun 30, 2004 - Oct 6, 2004 |
| #12 | -11.03% Jan 22, 2026 - Apr 15, 2026 | -8.16% Sep 5, 2014 - Oct 31, 2014 |
| #13 | -10.72% Sep 14, 2012 - Jan 2, 2013 | -7.86% Feb 27, 2026 - May 6, 2026 |
| #14 | -9.60% Aug 2, 2005 - Dec 1, 2005 | -7.52% Mar 7, 2005 - Jun 16, 2005 |
| #15 | -9.55% Mar 15, 2021 - Nov 1, 2021 | -7.46% Mar 5, 2004 - Jun 30, 2004 |
Correlation
Correlation between IWM and RSP 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 RSP dividend yield comparison.
| Year | IWM | RSP |
|---|---|---|
| 2026 | 0.38% | 0.74% |
| 2025 | 1.04% | 1.64% |
| 2024 | 1.15% | 1.52% |
| 2023 | 1.35% | 1.64% |
| 2022 | 1.48% | 1.82% |
| 2021 | 0.94% | 1.28% |
| 2020 | 1.04% | 1.64% |
| 2019 | 1.26% | 1.69% |
| 2018 | 1.40% | 2.02% |
| 2017 | 1.26% | 1.52% |
| 2016 | 1.38% | 1.20% |
| 2015 | 1.54% | 1.70% |
| 2014 | 1.26% | 1.45% |
| 2013 | 1.23% | 1.27% |
| 2012 | 2.00% | 1.64% |
| 2011 | 1.40% | 1.55% |
| 2010 | 1.14% | 1.27% |
| 2009 | 1.15% | 1.33% |
| 2008 | 1.78% | 2.33% |
| 2007 | 1.02% | 1.30% |
| 2006 | 1.07% | 1.10% |
| 2005 | 1.32% | 1.05% |
| 2004 | 0.92% | 0.94% |
| 2003 | 0.83% | 0.74% |
| 2002 | 1.31% | 0.00% |
| 2001 | 1.08% | 0.00% |
| 2000 | 0.89% | 0.00% |
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