IWM vs VT
Comparison between ISHARES RUSSELL 2000 ETF (IWM, ETF) and VANGUARD TOTAL WORLD STOCK INDEX FUND ETF SHARES (VT, ETF).
5-Year PerformanceVT has outperformed IWM, delivering a return of +10.8% compared to +6.0%
IWM vs VT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IWM
$72B
Winner
VT
$79B
Expense Ratio
IWM
0.19%
Winner
VT
0.06%
Max Drawdown
IWM
59.89%
Winner
VT
50.59%
Sharpe Ratio
IWM
1.84
Winner
VT
2.05
5Y Beta
IWM
1.09
Winner
VT
0.89
P/E Ratio
Winner
IWM
-406.62
VT
26.09
Forward P/E
Winner
IWM
14.44
VT
20.73
PEG Ratio
IWM
N/A
VT
0.58
5Y Dividends CAGR
IWM
7.95%
Winner
VT
13.57%
5Y EPS CAGR
IWM
12.78%
VT
N/A
Debt to Equity
IWM
N/A
VT
26.40%
P/S Ratio
IWM
1.30
VT
N/A
P/B Ratio
IWM
2.08
VT
N/A
IWM vs VT - Holdings Comparison
IWM and VT have 0 common holdings. Overlap is 0.00%
IWM's top 25 holdings weight is 9.52%. VT's top 25 holdings weight is 28.01%.
| Rank | IWM | VT |
|---|---|---|
| #1 | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 0.86% | APPLE INC (AAPL) - 4.10% |
| #2 | RUSSELL 2000 EMINI CME DEC 25 (n/a) - 0.68% | NVIDIA CORP (NVDA) - 3.59% |
| #3 | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 0.54% | MICROSOFT CORP (MSFT) - 3.58% |
| #4 | IONQ INC CLASS A (IONQ) - 0.50% | AMAZON.COM INC (AMZN) - 2.35% |
| #5 | BLOOM ENERGY CORP CLASS A (BE) - 0.49% | META PLATFORMS INC CLASS A (META) - 1.47% |
| #6 | FABRINET (FN) - 0.46% | ALPHABET INC CLASS A (GOOGL) - 1.28% |
| #7 | KRATOS DEFENSE & SECURITY SOLUTIONS INC (KTOS) - 0.42% | TESLA INC (TSLA) - 1.28% |
| #8 | COEUR MINING INC (CDE) - 0.39% | BROADCOM INC (AVGO) - 1.20% |
| #9 | RAMBUS INC (RMBS) - 0.37% | ALPHABET INC CLASS C (GOOG) - 1.05% |
| #10 | n/a (HIMS) - 0.37% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.81% |
| #11 | OKLO INC CLASS A SHARES (OKLO) - 0.35% | JPMORGAN CHASE & CO (JPM) - 0.77% |
| #12 | ECHOSTAR CORP CLASS A (SATS) - 0.35% | ELI LILLY AND CO (LLY) - 0.71% |
| #13 | STERLING INFRASTRUCTURE INC (STRL) - 0.35% | VISA INC CLASS A (V) - 0.57% |
| #14 | n/a (CWAN) - 0.34% | EXXON MOBIL CORP (XOM) - 0.55% |
| #15 | NEXTRACKER INC ORDINARY SHARES CLASS A (NXT) - 0.34% | UNITEDHEALTH GROUP INC (UNH) - 0.53% |
| #16 | ENSIGN GROUP INC (ENSG) - 0.33% | MASTERCARD INC CLASS A (MA) - 0.49% |
| #17 | CHART INDUSTRIES INC (GTLS) - 0.32% | COSTCO WHOLESALE CORP (COST) - 0.46% |
| #18 | SPX TECHNOLOGIES INC (SPXC) - 0.32% | WALMART INC (WMT) - 0.45% |
| #19 | UMB FINANCIAL CORP (UMBF) - 0.32% | PROCTER & GAMBLE CO (PG) - 0.45% |
| #20 | INTERDIGITAL INC (IDCC) - 0.31% | NETFLIX INC (NFLX) - 0.44% |
| #21 | COMMVAULT SYSTEMS INC (CVLT) - 0.30% | THE HOME DEPOT INC (HD) - 0.44% |
| #22 | ADVANCED ENERGY INDUSTRIES INC (AEIS) - 0.21% | JOHNSON & JOHNSON (JNJ) - 0.40% |
| #23 | MERITAGE HOMES CORP (MTH) - 0.20% | ABBVIE INC (ABBV) - 0.36% |
| #24 | MOOG INC CLASS A (MOG-A) - 0.20% | SALESFORCE INC (CRM) - 0.35% |
| #25 | RIOT PLATFORMS INC (RIOT) - 0.20% | BANK OF AMERICA CORP (BAC) - 0.33% |
| Total Holdings | 1795 | 314 |
IWM vs VT - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IWM
+9.10%
VT
+7.33%
3M
Winner
IWM
+6.67%
VT
+5.34%
6M
Winner
IWM
+18.22%
VT
+12.93%
1Y
Winner
IWM
+42.77%
VT
+33.27%
5Y(CAGR)
IWM
+6.04%
Winner
VT
+10.80%
10Y(CAGR)
IWM
+11.26%
Winner
VT
+12.87%
Max(CAGR)
IWM
+8.69%
Winner
VT
+8.87%
IWM vs VT - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IWM | VT |
|---|---|---|
| 2026 | +14.43% | +9.47% |
| 2025 | +12.57% | +22.68% |
| 2024 | +12.06% | +17.49% |
| 2023 | +17.49% | +21.95% |
| 2022 | -21.49% | -18.48% |
| 2021 | +16.05% | +18.95% |
| 2020 | +19.95% | +15.44% |
| 2019 | +24.69% | +26.97% |
| 2018 | -11.94% | -10.54% |
| 2017 | +14.02% | +23.48% |
| 2016 | +24.49% | +10.37% |
| 2015 | -3.91% | -1.60% |
| 2014 | +6.18% | +5.23% |
| 2013 | +34.73% | +20.32% |
| 2012 | +14.79% | +14.96% |
| 2011 | -6.07% | -8.33% |
| 2010 | +23.88% | +10.49% |
| 2009 | +26.00% | +29.17% |
| 2008 | -33.48% | -33.05% |
| 2007 | -1.92% | N/A |
| 2006 | +15.96% | N/A |
| 2005 | +5.83% | N/A |
| 2004 | +16.79% | N/A |
| 2003 | +43.62% | N/A |
| 2002 | -20.74% | N/A |
| 2001 | +5.46% | N/A |
| 2000 | +5.62% | N/A |
IWM vs VT Drawdown Comparison
The maximum drawdown for IWM was -59.03%, occurring on Mar 9, 2009. Recovery took 908 trading sessions.
The maximum drawdown for VT was -50.28%, occurring on Mar 9, 2009. Recovery took 632 trading sessions.
The current IWM drawdown is -0.92%.
| Rank | IWM | VT |
|---|---|---|
| #1 | -59.03% Jul 9, 2007 - Feb 11, 2011 | -50.28% Jun 26, 2008 - Dec 29, 2010 |
| #2 | -41.13% Aug 31, 2018 - Nov 9, 2020 | -34.23% Feb 12, 2020 - Aug 24, 2020 |
| #3 | -38.67% Jul 17, 2000 - Oct 13, 2003 | -26.39% Nov 8, 2021 - Jan 29, 2024 |
| #4 | -31.91% Nov 8, 2021 - Nov 6, 2024 | -23.83% Apr 29, 2011 - Jan 2, 2013 |
| #5 | -28.92% Apr 29, 2011 - Sep 13, 2012 | -19.97% Jan 26, 2018 - Oct 28, 2019 |
| #6 | -27.50% Nov 25, 2024 - Sep 11, 2025 | -19.79% May 21, 2015 - Dec 13, 2016 |
| #7 | -25.68% Jun 23, 2015 - Nov 11, 2016 | -16.51% Feb 18, 2025 - May 16, 2025 |
| #8 | -14.19% Apr 5, 2004 - Nov 5, 2004 | -9.67% Feb 25, 2026 - Apr 15, 2026 |
| #9 | -14.14% May 8, 2006 - Nov 14, 2006 | -9.40% Jul 3, 2014 - Feb 20, 2015 |
| #10 | -12.70% Jul 3, 2014 - Dec 22, 2014 | -8.70% May 21, 2013 - Aug 2, 2013 |
| #11 | -12.14% Dec 28, 2004 - Jul 5, 2005 | -8.13% Jul 16, 2024 - Aug 23, 2024 |
| #12 | -11.03% Jan 22, 2026 - Apr 15, 2026 | -7.89% Feb 18, 2011 - Apr 4, 2011 |
| #13 | -10.72% Sep 14, 2012 - Jan 2, 2013 | -7.37% Sep 2, 2020 - Nov 5, 2020 |
| #14 | -9.60% Aug 2, 2005 - Dec 1, 2005 | -6.35% Dec 31, 2013 - Feb 24, 2014 |
| #15 | -9.55% Mar 15, 2021 - Nov 1, 2021 | -5.38% Sep 3, 2021 - Oct 28, 2021 |
Correlation
Correlation between IWM and VT is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2000 - 2026)
IWM vs VT dividend yield comparison.
| Year | IWM | VT |
|---|---|---|
| 2026 | 0.16% | 0.21% |
| 2025 | 1.04% | 1.82% |
| 2024 | 1.15% | 1.95% |
| 2023 | 1.35% | 2.08% |
| 2022 | 1.48% | 2.20% |
| 2021 | 0.94% | 1.82% |
| 2020 | 1.04% | 1.66% |
| 2019 | 1.26% | 2.32% |
| 2018 | 1.40% | 2.53% |
| 2017 | 1.26% | 2.11% |
| 2016 | 1.38% | 2.39% |
| 2015 | 1.54% | 2.45% |
| 2014 | 1.26% | 2.44% |
| 2013 | 1.23% | 2.06% |
| 2012 | 2.00% | 2.30% |
| 2011 | 1.40% | 2.36% |
| 2010 | 1.14% | 1.92% |
| 2009 | 1.15% | 1.54% |
| 2008 | 1.78% | 0.62% |
| 2007 | 1.02% | 0.00% |
| 2006 | 1.07% | 0.00% |
| 2005 | 1.32% | 0.00% |
| 2004 | 0.92% | 0.00% |
| 2003 | 0.83% | 0.00% |
| 2002 | 1.31% | 0.00% |
| 2001 | 1.08% | 0.00% |
| 2000 | 0.89% | 0.00% |
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