IWM vs VV
Comparison between ISHARES RUSSELL 2000 ETF (IWM, ETF) and VANGUARD LARGE-CAP INDEX FUND ETF SHARES (VV, ETF).
5-Year PerformanceVV has outperformed IWM, delivering a return of +12.7% compared to +8.2%
IWM vs VV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IWM
$80B
VV
$74B
Expense Ratio
IWM
0.19%
Winner
VV
0.03%
Max Drawdown
IWM
59.89%
Winner
VV
55.96%
Sharpe Ratio
Winner
IWM
1.45
VV
1.25
5Y Beta
IWM
1.08
Winner
VV
0.99
P/E Ratio
Winner
IWM
-60.54
VV
26.32
Forward P/E
Winner
IWM
15.45
VV
20.75
PEG Ratio
IWM
N/A
VV
0.33
5Y Dividends CAGR
IWM
6.40%
Winner
VV
11.50%
5Y EPS CAGR
IWM
19.03%
Winner
VV
29.21%
Debt to Equity
Winner
IWM
25.60%
VV
49.01%
P/S Ratio
Winner
IWM
1.26
VV
4.00
P/B Ratio
Winner
IWM
2.09
VV
5.72
IWM vs VV - Holdings Comparison
IWM and VV have 2 common holdings. Overlap is -0.55%
IWM's top 25 holdings weight is 9.52%. VV's top 25 holdings weight is 49.09%.
| Rank | IWM | VV |
|---|---|---|
| #1 | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 0.86% | NVIDIA CORP (NVDA) - 7.25% |
| #2 | RUSSELL 2000 EMINI CME DEC 25 (n/a) - 0.68% | APPLE INC (AAPL) - 6.70% |
| #3 | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 0.54% | MICROSOFT CORP (MSFT) - 4.37% |
| #4 | IONQ INC CLASS A (IONQ) - 0.50% | AMAZON.COM INC (AMZN) - 3.64% |
| #5 | BLOOM ENERGY CORP CLASS A (BE) - 0.49% | ALPHABET INC CLASS A (GOOGL) - 3.30% |
| #6 | FABRINET (FN) - 0.46% | BROADCOM INC (AVGO) - 2.82% |
| #7 | KRATOS DEFENSE & SECURITY SOLUTIONS INC (KTOS) - 0.42% | ALPHABET INC CLASS C (GOOG) - 2.60% |
| #8 | COEUR MINING INC (CDE) - 0.39% | MICRON TECHNOLOGY INC (MU) - 2.05% |
| #9 | RAMBUS INC (RMBS) - 0.37% | META PLATFORMS INC CLASS A (META) - 1.95% |
| #10 | n/a (HIMS) - 0.37% | TESLA INC (TSLA) - 1.87% |
| #11 | OKLO INC CLASS A SHARES (OKLO) - 0.35% | ELI LILLY AND CO (LLY) - 1.60% |
| #12 | ECHOSTAR CORP CLASS A (SATS) - 0.35% | ADVANCED MICRO DEVICES INC (AMD) - 1.49% |
| #13 | STERLING INFRASTRUCTURE INC (STRL) - 0.35% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.39% |
| #14 | n/a (CWAN) - 0.34% | JPMORGAN CHASE & CO (JPM) - 1.29% |
| #15 | NEXTRACKER INC ORDINARY SHARES CLASS A (NXT) - 0.34% | JOHNSON & JOHNSON (JNJ) - 0.96% |
| #16 | ENSIGN GROUP INC (ENSG) - 0.33% | APPLIED MATERIALS INC (AMAT) - 0.90% |
| #17 | CHART INDUSTRIES INC (GTLS) - 0.32% | EXXONMOBIL HOLDINGS CORP (XOM) - 0.89% |
| #18 | SPX TECHNOLOGIES INC (SPXC) - 0.32% | INTEL CORP (INTC) - 0.89% |
| #19 | UMB FINANCIAL CORP (UMBF) - 0.32% | LAM RESEARCH CORP (LRCX) - 0.85% |
| #20 | INTERDIGITAL INC (IDCC) - 0.31% | VISA INC CLASS A (V) - 0.83% |
| #21 | COMMVAULT SYSTEMS INC (CVLT) - 0.30% | CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 0.29% |
| #22 | ADVANCED ENERGY INDUSTRIES INC (AEIS) - 0.21% | PEPSICO INC (PEP) - 0.29% |
| #23 | MERITAGE HOMES CORP (MTH) - 0.20% | THERMO FISHER SCIENTIFIC INC (TMO) - 0.29% |
| #24 | MOOG INC CLASS A (MOG-A) - 0.20% | MKTLIQ 12/31/2049 (n/a) - 0.29% |
| #25 | RIOT PLATFORMS INC (RIOT) - 0.20% | NEXTERA ENERGY INC (NEE) - 0.29% |
| Total Holdings | 1795 | 412 |
IWM vs VV - Historical Returns
Returns include dividend reinvestment.
1M
IWM
+1.15%
Winner
VV
+2.34%
3M
Winner
IWM
+6.43%
VV
+3.54%
6M
Winner
IWM
+13.83%
VV
+12.04%
1Y
Winner
IWM
+34.12%
VV
+21.59%
5Y(CAGR)
IWM
+8.18%
Winner
VV
+12.73%
10Y(CAGR)
IWM
+10.69%
Winner
VV
+15.28%
Max(CAGR)
IWM
+8.82%
Winner
VV
+11.07%
IWM vs VV - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IWM | VV |
|---|---|---|
| 2026 | +21.07% | +12.53% |
| 2025 | +12.57% | +18.28% |
| 2024 | +12.06% | +25.86% |
| 2023 | +17.49% | +27.73% |
| 2022 | -21.49% | -20.12% |
| 2021 | +16.05% | +29.13% |
| 2020 | +19.95% | +19.87% |
| 2019 | +24.69% | +31.23% |
| 2018 | -11.94% | -5.14% |
| 2017 | +14.02% | +21.15% |
| 2016 | +24.49% | +13.42% |
| 2015 | -3.91% | +1.10% |
| 2014 | +6.18% | +14.43% |
| 2013 | +34.73% | +29.39% |
| 2012 | +14.79% | +14.43% |
| 2011 | -6.07% | +0.40% |
| 2010 | +23.88% | +14.09% |
| 2009 | +26.00% | +23.63% |
| 2008 | -33.48% | -35.96% |
| 2007 | -1.92% | +6.43% |
| 2006 | +15.96% | +13.86% |
| 2005 | +5.83% | +7.26% |
| 2004 | +16.79% | +9.64% |
| 2003 | +43.62% | N/A |
| 2002 | -20.74% | N/A |
| 2001 | +5.46% | N/A |
| 2000 | +5.62% | N/A |
IWM vs VV Drawdown Comparison
The maximum drawdown for IWM was -59.03%, occurring on Mar 9, 2009. Recovery took 908 trading sessions.
The maximum drawdown for VV was -54.80%, occurring on Mar 9, 2009. Recovery took 1115 trading sessions.
The current IWM drawdown is -1.68%. The current VV drawdown is -1.60%.
| Rank | IWM | VV |
|---|---|---|
| #1 | -59.03% Jul 9, 2007 - Feb 11, 2011 | -54.80% Oct 9, 2007 - Mar 13, 2012 |
| #2 | -41.13% Aug 31, 2018 - Nov 9, 2020 | -34.28% Feb 19, 2020 - Aug 6, 2020 |
| #3 | -38.67% Jul 17, 2000 - Oct 13, 2003 | -25.65% Dec 27, 2021 - Dec 13, 2023 |
| #4 | -31.91% Nov 8, 2021 - Nov 6, 2024 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #5 | -28.92% Apr 29, 2011 - Sep 13, 2012 | -18.97% Feb 19, 2025 - Jun 26, 2025 |
| #6 | -27.50% Nov 25, 2024 - Sep 11, 2025 | -13.83% Jul 20, 2015 - Jun 2, 2016 |
| #7 | -25.68% Jun 23, 2015 - Nov 11, 2016 | -9.94% Jan 26, 2018 - Jul 25, 2018 |
| #8 | -14.19% Apr 5, 2004 - Nov 5, 2004 | -9.86% Apr 2, 2012 - Aug 16, 2012 |
| #9 | -14.14% May 8, 2006 - Nov 14, 2006 | -9.30% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -12.70% Jul 3, 2014 - Dec 22, 2014 | -9.21% Jul 19, 2007 - Oct 1, 2007 |
| #11 | -12.14% Dec 28, 2004 - Jul 5, 2005 | -9.20% Jan 12, 2026 - Apr 15, 2026 |
| #12 | -11.03% Jan 22, 2026 - Apr 15, 2026 | -8.62% Jul 16, 2024 - Sep 19, 2024 |
| #13 | -10.72% Sep 14, 2012 - Jan 2, 2013 | -7.80% Mar 5, 2004 - Nov 4, 2004 |
| #14 | -9.60% Aug 2, 2005 - Dec 1, 2005 | -7.79% May 5, 2006 - Sep 20, 2006 |
| #15 | -9.55% Mar 15, 2021 - Nov 1, 2021 | -7.44% Apr 13, 2005 - Jul 12, 2005 |
Correlation
Correlation between IWM and VV 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 VV dividend yield comparison.
| Year | IWM | VV |
|---|---|---|
| 2026 | 0.38% | 0.52% |
| 2025 | 1.04% | 1.08% |
| 2024 | 1.15% | 1.24% |
| 2023 | 1.35% | 1.41% |
| 2022 | 1.48% | 1.66% |
| 2021 | 0.94% | 1.19% |
| 2020 | 1.04% | 1.46% |
| 2019 | 1.26% | 1.81% |
| 2018 | 1.40% | 2.09% |
| 2017 | 1.26% | 1.75% |
| 2016 | 1.38% | 1.98% |
| 2015 | 1.54% | 1.96% |
| 2014 | 1.26% | 1.77% |
| 2013 | 1.23% | 1.75% |
| 2012 | 2.00% | 2.12% |
| 2011 | 1.40% | 1.94% |
| 2010 | 1.14% | 1.78% |
| 2009 | 1.15% | 2.09% |
| 2008 | 1.78% | 2.64% |
| 2007 | 1.02% | 1.73% |
| 2006 | 1.07% | 1.67% |
| 2005 | 1.32% | 1.57% |
| 2004 | 0.92% | 1.81% |
| 2003 | 0.83% | 0.00% |
| 2002 | 1.31% | 0.00% |
| 2001 | 1.08% | 0.00% |
| 2000 | 0.89% | 0.00% |
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