IWM vs VHT
iShares Russell 2000 ETF vs Vanguard Health Care ETF
IWM$282.26
iShares Russell 2000 ETF
US small-cap stocks (Russell 2000).
Expense: 0.19%Yield: 0.91%
VHT$271.09
Vanguard Health Care ETF
US health care sector stocks.
Expense: 0.09%Yield: 1.72%
Quick take
- • VHT has the lower expense ratio at 0.09% vs 0.19% for IWM.
- • VHT pays a higher dividend yield (1.72%).
Side-by-side metrics
| Metric | IWM | VHT |
|---|---|---|
Expense ratio Annual fee. Lower is better. | 0.19% | 0.09% |
Dividend yield Trailing 12-month yield. | 0.91% | 1.72% |
AUM Assets under management — bigger funds are typically more liquid. | $76.88B | $18.51B |
YTD return | 16.72% | -4.77% |
1-year return | — | — |
3-year return Annualized. | — | — |
5-year return Annualized. | — | — |
10-year return Annualized. | — | — |
Beta (3Y) Volatility relative to the market. Closer to 1 = market-like. | 1.30 | 0.64 |
P/E ratio | 19.42 | 25.44 |
Last price | $282.26 | $271.09 |
Inception | — | — |
Issuer | iShares | Vanguard |
IWM top holdings
Top holdings · IWM
| BE | Bloom Energy Corp Class A | 1.88% |
| CRDO | Credo Technology Group Holding Ltd | 0.85% |
| FN | Fabrinet | 0.75% |
| CDE | Coeur Mining Inc | 0.56% |
| NXT | Nextpower Inc Class A | 0.53% |
| SATS | EchoStar Corp Class A | 0.51% |
| TTMI | TTM Technologies Inc | 0.49% |
| IONQ | IonQ Inc Class A | 0.47% |
| STRL | Sterling Infrastructure Inc | 0.47% |
| AEIS | Advanced Energy Industries Inc | 0.44% |
Sector breakdown · IWM
Real Estate6.1%
Consumer Cyclical8.4%
Basic Materials4.8%
Consumer Defensive2.4%
Technology17.1%
Communication Services2.5%
Financial Services15.7%
Utilities2.9%
Industrials17.7%
Energy6.1%
Healthcare16.5%
VHT top holdings
Top holdings · VHT
| LLY | Eli Lilly and Co | 11.89% |
| JNJ | Johnson & Johnson | 9.34% |
| ABBV | AbbVie Inc | 6.18% |
| MRK | Merck & Co Inc | 4.80% |
| UNH | UnitedHealth Group Inc | 3.94% |
| AMGN | Amgen Inc | 3.05% |
| TMO | Thermo Fisher Scientific Inc | 2.97% |
| ABT | Abbott Laboratories | 2.87% |
| GILD | Gilead Sciences Inc | 2.78% |
| ISRG | Intuitive Surgical Inc | 2.63% |
Sector breakdown · VHT
Technology0.0%
Financial Services0.0%
Industrials0.0%
Healthcare100.0%
About IWM
IWM (iShares Russell 2000 ETF) is US small-cap stocks (Russell 2000). Managed by iShares, the fund carries $76.9B in assets under management, an expense ratio of 0.19%, a dividend yield of 0.91%. Its largest holding is Bloom Energy Corp Class A (BE), which represents 1.9% of the portfolio. Real Estate is the fund's largest sector exposure at 6.1%.
About VHT
VHT (Vanguard Health Care ETF) is US health care sector stocks. Managed by Vanguard, the fund carries $18.5B in assets under management, an expense ratio of 0.09%, a dividend yield of 1.72%. Its largest holding is Eli Lilly and Co (LLY), which represents 11.9% of the portfolio. Technology is the fund's largest sector exposure at 0.0%.