IWM vs VO
iShares Russell 2000 ETF vs Vanguard Mid-Cap ETF
IWM$283.55
iShares Russell 2000 ETF
US small-cap stocks (Russell 2000).
Expense: 0.19%Yield: 0.98%
VO$82.60
Vanguard Mid-Cap ETF
US mid-cap stocks across sectors.
Expense: 0.03%Yield: 1.35%
Quick take
- • VO has the lower expense ratio at 0.03% vs 0.19% for IWM.
- • VO pays a higher dividend yield (1.35%).
Side-by-side metrics
| Metric | IWM | VO |
|---|---|---|
Expense ratio Annual fee. Lower is better. | 0.19% | 0.03% |
Dividend yield Trailing 12-month yield. | 0.98% | 1.35% |
AUM Assets under management — bigger funds are typically more liquid. | $75.49B | $222.43B |
YTD return | 15.54% | 13.60% |
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. | 1.26 | 0.91 |
P/E ratio | 16.52 | 22.16 |
Last price | $283.55 | $82.60 |
Inception | — | — |
Issuer | iShares | Vanguard |
IWM top holdings
Top holdings · IWM
| GKOS | Glaukos Corp | 0.46% |
| BTSG | BrightSpring Health Services Inc | 0.38% |
| FROG | JFrog Ltd Ordinary Shares | 0.35% |
| TWST | Twist Bioscience Corp | 0.34% |
| MOG-A | Moog Inc Class A | 0.34% |
| UMBF | UMB Financial Corp | 0.33% |
| VSAT | Viasat Inc | 0.33% |
| SM | SM Energy Co | 0.33% |
| EAT | Brinker International Inc | 0.31% |
| RHP | Ryman Hospitality Properties Inc | 0.30% |
Sector breakdown · IWM
Real Estate6.5%
Consumer Cyclical9.1%
Basic Materials4.1%
Consumer Defensive2.6%
Technology14.0%
Communication Services2.2%
Financial Services18.2%
Utilities2.8%
Industrials12.7%
Energy6.8%
Healthcare21.0%
VO top holdings
Top holdings · VO
| NET | Cloudflare Inc | 1.11% |
| VLO | Valero Energy Corp | 1.10% |
| MPC | Marathon Petroleum Corp | 1.10% |
| PSX | Phillips 66 | 1.01% |
| PWR | Quanta Services Inc | 0.95% |
| VRT | Vertiv Holdings Co Class A | 0.92% |
| DDOG | Datadog Inc Class A | 0.91% |
| HWM | Howmet Aerospace Inc | 0.89% |
| HOOD | Robinhood Markets Inc Class A | 0.88% |
| LITE | Lumentum Holdings Inc | 0.86% |
Sector breakdown · VO
Real Estate4.8%
Consumer Cyclical8.7%
Basic Materials4.1%
Consumer Defensive4.8%
Technology17.6%
Communication Services2.1%
Financial Services13.8%
Utilities7.7%
Industrials18.5%
Energy8.6%
Healthcare9.3%
About IWM
IWM (iShares Russell 2000 ETF) is US small-cap stocks (Russell 2000). Managed by iShares, the fund carries $75.5B in assets under management, an expense ratio of 0.19%, a dividend yield of 0.98%. Its largest holding is Glaukos Corp (GKOS), which represents 0.5% of the portfolio. Real Estate is the fund's largest sector exposure at 6.5%.
About VO
VO (Vanguard Mid-Cap ETF) is US mid-cap stocks across sectors. Managed by Vanguard, the fund carries $222.4B in assets under management, an expense ratio of 0.03%, a dividend yield of 1.35%. Its largest holding is Cloudflare Inc (NET), which represents 1.1% of the portfolio. Real Estate is the fund's largest sector exposure at 4.8%.