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