VV vs IWM
Comparison between VANGUARD LARGE-CAP INDEX FUND ETF SHARES (VV, ETF) and ISHARES RUSSELL 2000 ETF (IWM, ETF).
5-Year PerformanceVV has outperformed IWM, delivering a return of +12.7% compared to +8.2%
VV vs IWM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
VV
$74B
Winner
IWM
$80B
Expense Ratio
Winner
VV
0.03%
IWM
0.19%
Max Drawdown
Winner
VV
55.96%
IWM
59.89%
Sharpe Ratio
VV
1.25
Winner
IWM
1.45
5Y Beta
Winner
VV
0.99
IWM
1.08
P/E Ratio
VV
26.32
Winner
IWM
-60.54
Forward P/E
VV
20.75
Winner
IWM
15.45
PEG Ratio
VV
0.33
IWM
N/A
5Y Dividends CAGR
Winner
VV
11.50%
IWM
6.40%
5Y EPS CAGR
Winner
VV
29.21%
IWM
19.03%
Debt to Equity
VV
49.01%
Winner
IWM
25.60%
P/S Ratio
VV
4.00
Winner
IWM
1.26
P/B Ratio
VV
5.72
Winner
IWM
2.09
VV vs IWM - Holdings Comparison
VV and IWM have 2 common holdings. Overlap is -0.55%
VV's top 25 holdings weight is 49.09%. IWM's top 25 holdings weight is 9.52%.
| Rank | VV | IWM |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 7.25% | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 0.86% |
| #2 | APPLE INC (AAPL) - 6.70% | RUSSELL 2000 EMINI CME DEC 25 (n/a) - 0.68% |
| #3 | MICROSOFT CORP (MSFT) - 4.37% | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 0.54% |
| #4 | AMAZON.COM INC (AMZN) - 3.64% | IONQ INC CLASS A (IONQ) - 0.50% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 3.30% | BLOOM ENERGY CORP CLASS A (BE) - 0.49% |
| #6 | BROADCOM INC (AVGO) - 2.82% | FABRINET (FN) - 0.46% |
| #7 | ALPHABET INC CLASS C (GOOG) - 2.60% | KRATOS DEFENSE & SECURITY SOLUTIONS INC (KTOS) - 0.42% |
| #8 | MICRON TECHNOLOGY INC (MU) - 2.05% | COEUR MINING INC (CDE) - 0.39% |
| #9 | META PLATFORMS INC CLASS A (META) - 1.95% | RAMBUS INC (RMBS) - 0.37% |
| #10 | TESLA INC (TSLA) - 1.87% | n/a (HIMS) - 0.37% |
| #11 | ELI LILLY AND CO (LLY) - 1.60% | OKLO INC CLASS A SHARES (OKLO) - 0.35% |
| #12 | ADVANCED MICRO DEVICES INC (AMD) - 1.49% | ECHOSTAR CORP CLASS A (SATS) - 0.35% |
| #13 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.39% | STERLING INFRASTRUCTURE INC (STRL) - 0.35% |
| #14 | JPMORGAN CHASE & CO (JPM) - 1.29% | n/a (CWAN) - 0.34% |
| #15 | JOHNSON & JOHNSON (JNJ) - 0.96% | NEXTRACKER INC ORDINARY SHARES CLASS A (NXT) - 0.34% |
| #16 | APPLIED MATERIALS INC (AMAT) - 0.90% | ENSIGN GROUP INC (ENSG) - 0.33% |
| #17 | EXXONMOBIL HOLDINGS CORP (XOM) - 0.89% | CHART INDUSTRIES INC (GTLS) - 0.32% |
| #18 | INTEL CORP (INTC) - 0.89% | SPX TECHNOLOGIES INC (SPXC) - 0.32% |
| #19 | LAM RESEARCH CORP (LRCX) - 0.85% | UMB FINANCIAL CORP (UMBF) - 0.32% |
| #20 | VISA INC CLASS A (V) - 0.83% | INTERDIGITAL INC (IDCC) - 0.31% |
| #21 | CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 0.29% | COMMVAULT SYSTEMS INC (CVLT) - 0.30% |
| #22 | PEPSICO INC (PEP) - 0.29% | ADVANCED ENERGY INDUSTRIES INC (AEIS) - 0.21% |
| #23 | THERMO FISHER SCIENTIFIC INC (TMO) - 0.29% | MERITAGE HOMES CORP (MTH) - 0.20% |
| #24 | MKTLIQ 12/31/2049 (n/a) - 0.29% | MOOG INC CLASS A (MOG-A) - 0.20% |
| #25 | NEXTERA ENERGY INC (NEE) - 0.29% | RIOT PLATFORMS INC (RIOT) - 0.20% |
| Total Holdings | 412 | 1795 |
VV vs IWM - Historical Returns
Returns include dividend reinvestment.
1M
Winner
VV
+2.34%
IWM
+1.15%
3M
VV
+3.54%
Winner
IWM
+6.43%
6M
VV
+12.04%
Winner
IWM
+13.83%
1Y
VV
+21.59%
Winner
IWM
+34.12%
5Y(CAGR)
Winner
VV
+12.73%
IWM
+8.18%
10Y(CAGR)
Winner
VV
+15.28%
IWM
+10.69%
Max(CAGR)
Winner
VV
+11.07%
IWM
+8.82%
VV vs IWM - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | VV | IWM |
|---|---|---|
| 2026 | +12.53% | +21.07% |
| 2025 | +18.28% | +12.57% |
| 2024 | +25.86% | +12.06% |
| 2023 | +27.73% | +17.49% |
| 2022 | -20.12% | -21.49% |
| 2021 | +29.13% | +16.05% |
| 2020 | +19.87% | +19.95% |
| 2019 | +31.23% | +24.69% |
| 2018 | -5.14% | -11.94% |
| 2017 | +21.15% | +14.02% |
| 2016 | +13.42% | +24.49% |
| 2015 | +1.10% | -3.91% |
| 2014 | +14.43% | +6.18% |
| 2013 | +29.39% | +34.73% |
| 2012 | +14.43% | +14.79% |
| 2011 | +0.40% | -6.07% |
| 2010 | +14.09% | +23.88% |
| 2009 | +23.63% | +26.00% |
| 2008 | -35.96% | -33.48% |
| 2007 | +6.43% | -1.92% |
| 2006 | +13.86% | +15.96% |
| 2005 | +7.26% | +5.83% |
| 2004 | +9.64% | +16.79% |
| 2003 | N/A | +43.62% |
| 2002 | N/A | -20.74% |
| 2001 | N/A | +5.46% |
| 2000 | N/A | +5.62% |
VV vs IWM Drawdown Comparison
The maximum drawdown for VV was -54.80%, occurring on Mar 9, 2009. Recovery took 1115 trading sessions.
The maximum drawdown for IWM was -59.03%, occurring on Mar 9, 2009. Recovery took 908 trading sessions.
The current VV drawdown is -1.60%. The current IWM drawdown is -1.68%.
| Rank | VV | IWM |
|---|---|---|
| #1 | -54.80% Oct 9, 2007 - Mar 13, 2012 | -59.03% Jul 9, 2007 - Feb 11, 2011 |
| #2 | -34.28% Feb 19, 2020 - Aug 6, 2020 | -41.13% Aug 31, 2018 - Nov 9, 2020 |
| #3 | -25.65% Dec 27, 2021 - Dec 13, 2023 | -38.67% Jul 17, 2000 - Oct 13, 2003 |
| #4 | -19.34% Sep 20, 2018 - Apr 12, 2019 | -31.91% Nov 8, 2021 - Nov 6, 2024 |
| #5 | -18.97% Feb 19, 2025 - Jun 26, 2025 | -28.92% Apr 29, 2011 - Sep 13, 2012 |
| #6 | -13.83% Jul 20, 2015 - Jun 2, 2016 | -27.50% Nov 25, 2024 - Sep 11, 2025 |
| #7 | -9.94% Jan 26, 2018 - Jul 25, 2018 | -25.68% Jun 23, 2015 - Nov 11, 2016 |
| #8 | -9.86% Apr 2, 2012 - Aug 16, 2012 | -14.19% Apr 5, 2004 - Nov 5, 2004 |
| #9 | -9.30% Sep 2, 2020 - Nov 11, 2020 | -14.14% May 8, 2006 - Nov 14, 2006 |
| #10 | -9.21% Jul 19, 2007 - Oct 1, 2007 | -12.70% Jul 3, 2014 - Dec 22, 2014 |
| #11 | -9.20% Jan 12, 2026 - Apr 15, 2026 | -12.14% Dec 28, 2004 - Jul 5, 2005 |
| #12 | -8.62% Jul 16, 2024 - Sep 19, 2024 | -11.03% Jan 22, 2026 - Apr 15, 2026 |
| #13 | -7.80% Mar 5, 2004 - Nov 4, 2004 | -10.72% Sep 14, 2012 - Jan 2, 2013 |
| #14 | -7.79% May 5, 2006 - Sep 20, 2006 | -9.60% Aug 2, 2005 - Dec 1, 2005 |
| #15 | -7.44% Apr 13, 2005 - Jul 12, 2005 | -9.55% Mar 15, 2021 - Nov 1, 2021 |
Correlation
Correlation between VV and IWM is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2000 - 2026)
VV vs IWM dividend yield comparison.
| Year | VV | IWM |
|---|---|---|
| 2026 | 0.52% | 0.38% |
| 2025 | 1.08% | 1.04% |
| 2024 | 1.24% | 1.15% |
| 2023 | 1.41% | 1.35% |
| 2022 | 1.66% | 1.48% |
| 2021 | 1.19% | 0.94% |
| 2020 | 1.46% | 1.04% |
| 2019 | 1.81% | 1.26% |
| 2018 | 2.09% | 1.40% |
| 2017 | 1.75% | 1.26% |
| 2016 | 1.98% | 1.38% |
| 2015 | 1.96% | 1.54% |
| 2014 | 1.77% | 1.26% |
| 2013 | 1.75% | 1.23% |
| 2012 | 2.12% | 2.00% |
| 2011 | 1.94% | 1.40% |
| 2010 | 1.78% | 1.14% |
| 2009 | 2.09% | 1.15% |
| 2008 | 2.64% | 1.78% |
| 2007 | 1.73% | 1.02% |
| 2006 | 1.67% | 1.07% |
| 2005 | 1.57% | 1.32% |
| 2004 | 1.81% | 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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