IWV vs VTWO
Comparison between ISHARES RUSSELL 3000 ETF (IWV, ETF) and VANGUARD RUSSELL 2000 INDEX FUND ETF SHARES (VTWO, ETF).
5-Year PerformanceIWV has outperformed VTWO, delivering a return of +11.9% compared to +7.5%
IWV vs VTWO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IWV
$20B
VTWO
$19B
Expense Ratio
IWV
0.20%
Winner
VTWO
0.06%
Max Drawdown
IWV
56.66%
Winner
VTWO
42.44%
Sharpe Ratio
IWV
1.23
Winner
VTWO
1.46
5Y Beta
Winner
IWV
0.98
VTWO
1.10
P/E Ratio
IWV
25.64
Winner
VTWO
-183.07
Forward P/E
IWV
19.32
Winner
VTWO
14.45
5Y Dividends CAGR
IWV
6.17%
Winner
VTWO
13.72%
5Y EPS CAGR
Winner
IWV
23.79%
VTWO
7.52%
Debt to Equity
IWV
29.77%
Winner
VTWO
25.97%
P/S Ratio
IWV
3.03
Winner
VTWO
1.44
P/B Ratio
IWV
4.53
Winner
VTWO
2.18
IWV vs VTWO - Holdings Comparison
IWV and VTWO have 1114 common holdings. Overlap is 1.88%
IWV's top 25 holdings weight is 44.15%. VTWO's top 25 holdings weight is 11.24%.
| Rank | IWV | VTWO |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 6.90% | SLBBH1142 (n/a) - 1.99% |
| #2 | MICROSOFT CORP (MSFT) - 6.51% | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 0.89% |
| #3 | APPLE INC (AAPL) - 4.91% | BLOOM ENERGY CORP CLASS A (BE) - 0.79% |
| #4 | AMAZON.COM INC (AMZN) - 3.33% | FABRINET (FN) - 0.56% |
| #5 | META PLATFORMS INC CLASS A (META) - 2.78% | IONQ INC CLASS A (IONQ) - 0.46% |
| #6 | BROADCOM INC (AVGO) - 2.25% | NEXTPOWER INC CLASS A (NXT) - 0.45% |
| #7 | ALPHABET INC CLASS A (GOOGL) - 1.86% | GUARDANT HEALTH INC (GH) - 0.44% |
| #8 | ALPHABET INC CLASS C (GOOG) - 1.52% | KRATOS DEFENSE & SECURITY SOLUTIONS INC (KTOS) - 0.43% |
| #9 | TESLA INC (TSLA) - 1.43% | BRIDGEBIO PHARMA INC (BBIO) - 0.38% |
| #10 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.39% | MADRIGAL PHARMACEUTICALS INC (MDGL) - 0.38% |
| #11 | JPMORGAN CHASE & CO (JPM) - 1.34% | COEUR MINING INC (CDE) - 0.37% |
| #12 | ELI LILLY AND CO (LLY) - 1.01% | ENSIGN GROUP INC (ENSG) - 0.35% |
| #13 | VISA INC CLASS A (V) - 0.95% | STERLING INFRASTRUCTURE INC (STRL) - 0.35% |
| #14 | NETFLIX INC (NFLX) - 0.81% | SPX TECHNOLOGIES INC (SPXC) - 0.35% |
| #15 | MASTERCARD INC CLASS A (MA) - 0.76% | RAMBUS INC (RMBS) - 0.35% |
| #16 | EXXON MOBIL CORP (XOM) - 0.76% | ECHOSTAR CORP CLASS A (SATS) - 0.34% |
| #17 | WALMART INC (WMT) - 0.71% | HECLA MINING CO (HL) - 0.34% |
| #18 | COSTCO WHOLESALE CORP (COST) - 0.70% | DYCOM INDUSTRIES INC (DY) - 0.34% |
| #19 | ORACLE CORP (ORCL) - 0.69% | OKLO INC CLASS A SHARES (OKLO) - 0.34% |
| #20 | JOHNSON & JOHNSON (JNJ) - 0.67% | CHART INDUSTRIES INC (GTLS) - 0.31% |
| #21 | THE HOME DEPOT INC (HD) - 0.62% | FIRSTCASH HOLDINGS INC (FCFS) - 0.21% |
| #22 | PROCTER & GAMBLE CO (PG) - 0.58% | CASELLA WASTE SYSTEMS INC CLASS A (CWST) - 0.21% |
| #23 | n/a (PLTR) - 0.58% | AXSOME THERAPEUTICS INC (AXSM) - 0.21% |
| #24 | ABBVIE INC (ABBV) - 0.57% | BOOT BARN HOLDINGS INC (BOOT) - 0.20% |
| #25 | BANK OF AMERICA CORP (BAC) - 0.52% | PIPER SANDLER COS (PIPR) - 0.20% |
| Total Holdings | 2126 | 1951 |
IWV vs VTWO - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IWV
+0.53%
VTWO
-0.52%
3M
IWV
+6.39%
Winner
VTWO
+8.27%
6M
IWV
+9.40%
Winner
VTWO
+11.31%
1Y
IWV
+20.31%
Winner
VTWO
+35.53%
5Y(CAGR)
Winner
IWV
+11.88%
VTWO
+7.46%
10Y(CAGR)
Winner
IWV
+14.47%
VTWO
+11.04%
Max(CAGR)
IWV
+8.58%
Winner
VTWO
+11.58%
IWV vs VTWO - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IWV | VTWO |
|---|---|---|
| 2026 | +10.30% | +19.80% |
| 2025 | +17.14% | +12.81% |
| 2024 | +24.28% | +12.23% |
| 2023 | +26.44% | +17.77% |
| 2022 | -19.74% | -21.39% |
| 2021 | +27.22% | +16.50% |
| 2020 | +19.60% | +20.23% |
| 2019 | +30.62% | +24.88% |
| 2018 | -6.12% | -11.97% |
| 2017 | +20.12% | +13.93% |
| 2016 | +14.48% | +24.32% |
| 2015 | +0.42% | -3.94% |
| 2014 | +13.32% | +6.11% |
| 2013 | +29.90% | +34.82% |
| 2012 | +14.80% | +14.49% |
| 2011 | -0.33% | -5.96% |
| 2010 | +14.92% | +20.09% |
| 2009 | +24.80% | N/A |
| 2008 | -36.46% | N/A |
| 2007 | +4.73% | N/A |
| 2006 | +13.92% | N/A |
| 2005 | +7.10% | N/A |
| 2004 | +12.09% | N/A |
| 2003 | +26.49% | N/A |
| 2002 | -22.00% | N/A |
| 2001 | -8.37% | N/A |
| 2000 | -3.32% | N/A |
IWV vs VTWO Drawdown Comparison
The maximum drawdown for IWV was -55.60%, occurring on Mar 9, 2009. Recovery took 1117 trading sessions.
The maximum drawdown for VTWO was -41.18%, occurring on Mar 23, 2020. Recovery took 551 trading sessions.
The current IWV drawdown is -0.94%. The current VTWO drawdown is -1.31%.
| Rank | IWV | VTWO |
|---|---|---|
| #1 | -55.60% Oct 9, 2007 - Mar 15, 2012 | -41.18% Aug 31, 2018 - Nov 9, 2020 |
| #2 | -47.64% Sep 1, 2000 - Sep 26, 2006 | -31.87% Nov 8, 2021 - Nov 6, 2024 |
| #3 | -35.22% Feb 19, 2020 - Aug 12, 2020 | -29.01% Apr 29, 2011 - Sep 13, 2012 |
| #4 | -25.11% Dec 27, 2021 - Dec 18, 2023 | -27.56% Nov 25, 2024 - Sep 11, 2025 |
| #5 | -20.13% Sep 20, 2018 - Apr 23, 2019 | -25.71% Jun 23, 2015 - Nov 11, 2016 |
| #6 | -19.27% Feb 19, 2025 - Jun 27, 2025 | -12.72% Jul 3, 2014 - Dec 22, 2014 |
| #7 | -15.16% Jun 23, 2015 - Jun 8, 2016 | -10.99% Jan 22, 2026 - Apr 15, 2026 |
| #8 | -9.97% Mar 26, 2012 - Aug 16, 2012 | -10.91% Sep 14, 2012 - Jan 2, 2013 |
| #9 | -9.87% Jan 26, 2018 - Jul 25, 2018 | -9.62% Mar 15, 2021 - Nov 1, 2021 |
| #10 | -9.80% Jul 19, 2007 - Oct 5, 2007 | -9.15% Jan 23, 2018 - May 11, 2018 |
| #11 | -9.29% Sep 2, 2020 - Nov 9, 2020 | -9.00% Mar 4, 2014 - Jul 1, 2014 |
| #12 | -8.89% Jan 27, 2026 - Apr 14, 2026 | -8.47% Oct 15, 2025 - Dec 4, 2025 |
| #13 | -8.39% Jul 16, 2024 - Sep 19, 2024 | -7.39% Jan 22, 2014 - Feb 26, 2014 |
| #14 | -7.58% Sep 14, 2012 - Jan 2, 2013 | -6.52% Feb 9, 2021 - Mar 11, 2021 |
| #15 | -7.55% Sep 18, 2014 - Oct 31, 2014 | -6.29% Jul 25, 2017 - Sep 22, 2017 |
Correlation
Correlation between IWV and VTWO is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2000 - 2026)
IWV vs VTWO dividend yield comparison.
| Year | IWV | VTWO |
|---|---|---|
| 2026 | 0.40% | 0.47% |
| 2025 | 0.96% | 1.25% |
| 2024 | 1.08% | 1.21% |
| 2023 | 1.30% | 1.45% |
| 2022 | 1.56% | 1.48% |
| 2021 | 1.04% | 1.13% |
| 2020 | 1.30% | 0.92% |
| 2019 | 1.69% | 1.36% |
| 2018 | 1.97% | 1.41% |
| 2017 | 1.58% | 1.18% |
| 2016 | 1.79% | 1.27% |
| 2015 | 1.99% | 1.23% |
| 2014 | 1.63% | 1.12% |
| 2013 | 1.61% | 1.04% |
| 2012 | 1.95% | 1.56% |
| 2011 | 1.81% | 0.92% |
| 2010 | 1.59% | 0.37% |
| 2009 | 1.83% | 0.00% |
| 2008 | 2.52% | 0.00% |
| 2007 | 1.66% | 0.00% |
| 2006 | 1.43% | 0.00% |
| 2005 | 1.78% | 0.00% |
| 2004 | 1.60% | 0.00% |
| 2003 | 1.40% | 0.00% |
| 2002 | 1.76% | 0.00% |
| 2001 | 1.00% | 0.00% |
| 2000 | 0.49% | 0.00% |
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