Data as of Sep 4, 2026. Both funds on the fields they both publish, from the same sources.
IVV vs IWM
iShares Core S&P 500 ETF and iShares Russell 2000 ETF.
What they hold in common
By the books each fund has filed, IVV and IWM hold 0% of their money in the same securities at the same weight.
| Only in IVV | Only in IWM |
|---|---|
| NVIDIA Corp. 7.52% | Moog, Inc. 0.38% |
| Apple, Inc. 6.59% | Hut 8 Corp. 0.37% |
| Microsoft Corp. 4.30% | Viasat, Inc. 0.35% |
| Amazon.com, Inc. 3.62% | BrightSpring Health Services, Inc. 0.35% |
| Alphabet, Inc. 3.25% | Cytokinetics, Inc. 0.35% |
| Broadcom, Inc. 2.77% | MaxLinear, Inc. 0.34% |
| Alphabet, Inc. 2.59% | Argan, Inc. 0.34% |
| Micron Technology, Inc. 2.02% | UMB Financial Corp. 0.33% |
Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed. Above 50%, holding both is close to holding one of them twice. Holdings as filed for Jun 30, 2026.
| IVV iShares Core S&P 500 ETF | IWM iShares Russell 2000 ETF | |
|---|---|---|
| Where it sits | Core fund | Core fund |
| Issuer | iShares | iShares |
| What it is | S&P 500 | Russell 2000 |
| Total return, 1 year | +20.1% | +26.4% |
| S&P 500 over the same days | +20.0% | +20.0% |
| Gap to the S&P 500 | +0.1 pts | +6.5 pts |
| Expense ratio | 0.03% | 0.19% |
| Already in the S&P 500 | 100.0% | 0.0% |
| Holdings | 504 | 2014 |
IVV in plain words
IVV is a index equity fund tracking S&P 500. Over the year to Sep 4, 2026 it returned +20.1% with distributions reinvested, against +20.0% for the S&P 500 and +25.6% for the Nasdaq-100. The prospectus expense ratio is 0.03% a year. By its holdings filed for Jun 30, 2026, 100% of the fund by weight is stocks the S&P 500 also holds, across 504 positions, with the top ten at 36.4%.
IWM in plain words
IWM is a index equity fund tracking Russell 2000. Over the year to Sep 4, 2026 it returned +26.4% with distributions reinvested, against +20.0% for the S&P 500 and +25.6% for the Nasdaq-100. The prospectus expense ratio is 0.19% a year. By its holdings filed for Jun 30, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 2014 positions, with the top ten at 3.4%.
Questions people ask
- Which returned more over the last year, IVV or IWM?
- In the year to Sep 4, 2026, with distributions reinvested, IVV returned +20.1% and IWM returned +26.4%, so IWM returned more. One year is one year; the longer windows are in the table.
- Which is cheaper, IVV or IWM?
- IVV charges 0.03% a year and IWM charges 0.19%, so IVV is cheaper. Fees come from each fund's prospectus.
- How much do IVV and IWM overlap with the S&P 500?
- By their latest filed holdings, 100% of IVV and 0% of IWM by weight is stocks the S&P 500 already holds. Between the two funds, 0% of their books are the same securities at the same weight.
Other comparisons
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Where these figures came from
ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.
Cite this page. ETFIQ, IVV against IWM, data as of Sep 4, 2026. https://etfiq.com/compare/any/IVV-IWM.html Free to use with attribution; the underlying files are at Open data.
A comparison is not a recommendation. Standards and sources