IWM vs VIS
iShares Russell 2000 ETF vs Vanguard Industrials ETF
IWM$282.26
iShares Russell 2000 ETF
US small-cap stocks (Russell 2000).
Expense: 0.19%Yield: 0.91%
VIS$339.77
Vanguard Industrials ETF
US industrials sector stocks.
Expense: 0.09%Yield: 0.89%
Quick take
- • VIS has the lower expense ratio at 0.09% vs 0.19% for IWM.
- • IWM pays a higher dividend yield (0.91%).
Side-by-side metrics
| Metric | IWM | VIS |
|---|---|---|
Expense ratio Annual fee. Lower is better. | 0.19% | 0.09% |
Dividend yield Trailing 12-month yield. | 0.91% | 0.89% |
AUM Assets under management — bigger funds are typically more liquid. | $76.88B | $8.31B |
YTD return | 16.72% | 16.04% |
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 | 1.23 |
P/E ratio | 19.42 | 30.93 |
Last price | $282.26 | $339.77 |
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%
VIS top holdings
Top holdings · VIS
| CAT | Caterpillar Inc | 5.09% |
| GE | GE Aerospace | 4.59% |
| RTX | RTX Corp | 3.97% |
| GEV | GE Vernova Inc | 3.64% |
| BA | Boeing Co | 2.39% |
| DE | Deere & Co | 2.22% |
| HON | Honeywell International Inc | 2.20% |
| UBER | Uber Technologies Inc | 2.18% |
| ETN | Eaton Corp PLC | 2.13% |
| LMT | Lockheed Martin Corp | 1.93% |
Sector breakdown · VIS
Consumer Cyclical0.9%
Basic Materials0.3%
Technology6.5%
Communication Services0.0%
Financial Services0.2%
Utilities0.1%
Industrials92.0%
Energy0.0%
Healthcare0.0%
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 VIS
VIS (Vanguard Industrials ETF) is US industrials sector stocks. Managed by Vanguard, the fund carries $8.3B in assets under management, an expense ratio of 0.09%, a dividend yield of 0.89%. Its largest holding is Caterpillar Inc (CAT), which represents 5.1% of the portfolio. Consumer Cyclical is the fund's largest sector exposure at 0.9%.