IWM vs VYM

iShares Russell 2000 ETF vs Vanguard High Dividend Yield ETF

Quick take
  • • VYM has the lower expense ratio at 0.04% vs 0.19% for IWM.
  • • VYM pays a higher dividend yield (2.24%).

Side-by-side metrics

MetricIWMVYM
Expense ratio
Annual fee. Lower is better.
0.19%0.04%
Dividend yield
Trailing 12-month yield.
0.98%2.24%
AUM
Assets under management — bigger funds are typically more liquid.
$75.49B$100.99B
YTD return
15.54%15.40%
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.
1.260.64
P/E ratio
16.5220.64
Last price
$283.55$164.98
Inception
——
Issuer
iSharesVanguard

IWM top holdings

Top holdings · IWM
GKOSGlaukos Corp0.46%
BTSGBrightSpring Health Services Inc0.38%
FROGJFrog Ltd Ordinary Shares0.35%
TWSTTwist Bioscience Corp0.34%
MOG-AMoog Inc Class A0.34%
UMBFUMB Financial Corp0.33%
VSATViasat Inc0.33%
SMSM Energy Co0.33%
EATBrinker International Inc0.31%
RHPRyman Hospitality Properties Inc0.30%
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%

VYM top holdings

Top holdings · VYM
AVGOBroadcom Inc6.93%
JPMJPMorgan Chase & Co3.75%
XOMExxonMobil Holdings Corp2.84%
JNJJohnson & Johnson2.71%
ABBVAbbVie Inc1.96%
CSCOCisco Systems Inc1.80%
CVXChevron Corp1.61%
CATCaterpillar Inc1.56%
MRKMerck & Co Inc1.52%
BACBank of America Corp1.50%
Sector breakdown · VYM
Real Estate0.0%
Consumer Cyclical6.0%
Basic Materials3.2%
Consumer Defensive8.2%
Technology17.5%
Communication Services3.3%
Financial Services20.9%
Utilities5.0%
Industrials11.6%
Energy10.2%
Healthcare14.1%

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 VYM

VYM (Vanguard High Dividend Yield ETF) is US large-caps with above-average dividend yields. Managed by Vanguard, the fund carries $101.0B in assets under management, an expense ratio of 0.04%, a dividend yield of 2.24%. Its largest holding is Broadcom Inc (AVGO), which represents 6.9% of the portfolio. Real Estate is the fund's largest sector exposure at 0.0%.