Which returned more over the last year, IWM or XLK?

In the year to Sep 4, 2026, with distributions reinvested, IWM returned +26.4% and XLK returned +43.4%, so XLK returned more. One year is one year; the longer windows are in the table.

Which is cheaper, IWM or XLK?

IWM charges 0.19% a year and XLK charges 0.08%, so XLK is cheaper. Fees come from each fund's prospectus.

How much do IWM and XLK overlap with the S&P 500?

By their latest filed holdings, 0% of IWM and 100% of XLK by weight is stocks the S&P 500 already holds.

Data as of Sep 4, 2026. Both funds on the fields they both publish, from the same sources.

IWM vs XLK

Name: ETFIQ comparison of IWM and XLK
Creator: ETFIQ
License: https://etfiq.com/standards/

iShares Russell 2000 ETF and State Street(R) Technology Select Sector SPDR(R) ETF.

IWM and XLK on the fields both publish, as of Sep 4, 2026. Source: ETFIQ.
	IWM iShares Russell 2000 ETF	XLK State Street(R) Technology Select Sector SPDR(R) ETF
Where it sits	Core fund	Core fund
Issuer	iShares	State Street
What it is	Russell 2000	Technology
Total return, 1 year	+26.4%	+43.4%
S&P 500 over the same days	+20.0%	+20.0%
Gap to the S&P 500	+6.5 pts	+23.4 pts
Expense ratio	0.19%	0.08%
Already in the S&P 500	0.0%	100.0%
Holdings	2014	74

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%.

XLK in plain words

XLK is a index equity fund tracking Technology. Over the year to Sep 4, 2026 it returned +43.4% with distributions reinvested, against +20.0% for the S&P 500 and +25.6% for the Nasdaq-100. The prospectus expense ratio is 0.08% 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 74 positions, with the top ten at 64.5%. It sat 5.4% below its high of Jun 2, 2026 on Sep 4, 2026.

Questions people ask

Which returned more over the last year, IWM or XLK?: In the year to Sep 4, 2026, with distributions reinvested, IWM returned +26.4% and XLK returned +43.4%, so XLK returned more. One year is one year; the longer windows are in the table.
Which is cheaper, IWM or XLK?: IWM charges 0.19% a year and XLK charges 0.08%, so XLK is cheaper. Fees come from each fund's prospectus.
How much do IWM and XLK overlap with the S&P 500?: By their latest filed holdings, 0% of IWM and 100% of XLK by weight is stocks the S&P 500 already holds.

Other comparisons

Where to next

Cite this page. ETFIQ, IWM against XLK, data as of Sep 4, 2026. https://etfiq.com/compare/any/IWM-XLK.html Free to use with attribution; the underlying files are at Open data.

A comparison is not a recommendation. ETFIQ publishes the same fields for every fund and suggests no allocation. Standards and sources