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Data as of Sep 12, 2026. Both funds on the fields they both publish, from the same sources.

ETFIQetfiq.com · independent ETF data

IWM vs QBKV: how they differ

IWM and QBKV are measured over different days, and IWM charges 0.19% against 0.74%.

iShares Russell 2000 ETF and AllianzIM U.S. Small Cap Buffer5 ETF - Jan.

IWM and QBKV on the fields both publish, as of Sep 12, 2026. Source: ETFIQ.
IWM
iShares Russell 2000 ETF
QBKV
AllianzIM U.S. Small Cap Buffer5 ETF - Jan
Where it sitsCore index fundBuffer ETF
IssueriSharesAllianzIM
What it isRussell 2000Defined outcome, 5% on IWM
Total return, 1 year+21.2%not published
S&P 500 over the same days+17.5%not published
Gap to the S&P 500+3.7 ptsnot available
Expense ratio0.19%0.74%
Holdings2014not filed

IWM in plain words

IWM is an index equity fund tracking the Russell 2000. Over the year to Sep 11, 2026 it returned +21.2% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% 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%. It sat 5.3% below its high of Aug 14, 2026 on Sep 11, 2026.

QBKV in plain words

From its price on Sep 12, 2026, the fund can gain about 9.5% more before it reaches its cap. Protection left, in index points: 1.1% of the 5.0% buffer still sits below today's IWM level. 19 days remained on Sep 12, 2026. On Sep 30, 2026 the period ends and a new cap is set.

Questions people ask

Which is cheaper, IWM or QBKV?
IWM charges 0.19% a year and QBKV charges 0.74%, so IWM is cheaper. Fees come from each fund's prospectus.
Are IWM and QBKV the same kind of fund?
No. IWM is an index ETF and QBKV is a buffer ETF, so they are built for different jobs. The table compares what both publish: return, cost and what each actually holds.

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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.

IWM against QBKV, ETFIQ, data as of Sep 12, 2026. Every figure is arithmetic on a named public source; the method is at etfiq.com/methodology. A comparison is not a recommendation.

Cite this page. ETFIQ, IWM against QBKV, data as of Sep 12, 2026. https://etfiq.com/compare/any/IWM-QBKV Free to use with attribution; the underlying files are at Open data.

A comparison is not a recommendation. Standards and sources