Which returned more over the last year, IWC or VT?

In the year to Oct 28, 2026, with distributions reinvested, IWC returned +16.5% and VT +13.5%.

Which is cheaper, IWC or VT?

VT is cheaper, by 0.54 percentage points a year. That is about $54 on $10,000 held for a year. Fees come from each fund's prospectus.

How much do IWC and VT overlap with the S&P 500?

By their latest filed holdings, 92% of IWC and 55% of VT by weight is stocks the S&P 500 already holds.

Data as of Oct 28, 2026.

Across categories

IWC vs VT: Differences, Returns & Fees

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Over the year to Oct 28, 2026, IWC returned +16.5% to VT's +13.5%; 0% of their weight is in the same names.

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Net assets: $1.2bn on Oct 27, 2026 for iShares Micro-Cap ETF, and $81.8bn on Sep 30, 2026 for Vanguard Total World Stock Index ETF.

IWC on its own →VT on its own →

At a glance

+16.5%

IWC total return, 1 year

+13.5%

VT total return, 1 year

0.60%

IWC expense ratio

0.06%

VT expense ratio

Pair scorecard

VT costs 0.54 points a year less; their one-year returns differ by 3.0 points; VT is far larger, $81.8bn against $1.4bn.

IWC vs VT: Differences, Returns & Fees
Measure	IWC	VT
Return
Measure	IWC	VT
Total return, 1 year	+16.5%	+13.5%
Drawdown
Measure	IWC	VT
Below its high	9.5%, high on Aug 14, 2026
Benchmark
Measure	IWC	VT
What it tracks	Russell Microcap Index	FTSE Global All Cap Index
Cost and size
Measure	IWC	VT
Expense ratio	0.60%	0.06%
Net assets, as of Sep 30, 2026	$1.4bn	$81.8bn
Holdings
Measure	IWC	VT
Holdings in common	0%
Top ten holdings, share of the fund	5.9%	22.5%

Holdings in common uses holdings dated Sep 30, 2026 and Oct 27, 2026. Method

Risk and return

Jul 3, 2008 to Oct 23, 2026 · 955 weekly returns

IWC VT

Return

Total return edge IWC (slight) +410.9% +371.6%

Annualized edge IWC (slight) +9.3% +8.8%

Price return edge IWC +311.9% +221.4%

Risk

Volatility edge VT 24.6% 18.3%

Max drawdown edge VT −54.7% −48.3%

Risk-adjusted

Sharpe edge VT 0.43 0.48

Sortino edge VT (slight) 0.61 0.66

Calmar edge VT (slight) 0.17 0.18

Reading

IWC returned slightly more: +410.9% to +371.6%. VT swung less: 18.3% to 24.6%. VT fell less at its worst: −48.3% to −54.7%.

Full scorecard

9 measures, with how each is measured Open ↓

Risk and return: IWC vs VT: Differences, Returns & Fees
Measure	IWC	VT	Edge	How it is measured
Return
Total return	+410.9%	+371.6%	IWC (slight)	Price change plus distributions, reinvested.
Annualized	+9.3%	+8.8%	IWC (slight)	Total return as a yearly rate.
Price return	+311.9%	+221.4%	IWC	Price change alone, distributions left out.
Risk
Volatility	24.6%	18.3%	VT	Spread of weekly returns, annualized. Lower is steadier.
Downside deviation	17.2%	13.1%	VT	Like volatility, counting only weeks below the Treasury bill rate.
Max drawdown	−54.7%	−48.3%	VT	Deepest fall from a high to the low after it.
Risk-adjusted
Sharpe	0.43	0.48	VT	Return above Treasury bills per unit of volatility.
Sortino	0.61	0.66	VT (slight)	Return above Treasury bills per unit of downside deviation.
Calmar	0.17	0.18	VT (slight)	Annualized return divided by the max drawdown.

Computed by ETFIQ from Tiingo daily prices and ETFIQ's distribution records, 955 weekly returns. Cash rate: the 13-week Treasury bill.

What they share

By the books each fund has filed, IWC and VT hold 0% of their money in the same securities at the same weight. Holdings dated Sep 30, 2026 and Oct 27, 2026.

50%

0 half 100%

half

0% in common

Positions both hold · largest shared weight first IWC VT

ABACUS GLOBAL MANAGEMENT INC CLASS 0.06% 0.06%

EMERGENT BIOSOLUTIONS 0.09% 0.03%

INFORMATION SERVICES GROUP INC 0.05% 0.03%

COMMERCIAL BANCGROUP INC 0.07% 0.03%

NN INC 0.05% 0.02%

MISTRAS GROUP INC 0.09% 0.01%

FIRST FINANCIAL CORPORATION CORP 0.22% 0.01%

TELOS CORPORATION CORP 0.07% 0.01%

BLEND LABS CLASS A 0.05% 0.01%

SPYGLASS PHARMA SHS 0.07% 0.01%

CLARUS CORP 0.03% 0.01%

GLADSTONE LAND REIT 0.09% 0.01%

Only in one fund ↓

Only in IWC

CAREDX 0.88%

PENGUIN SOLUTIONS INC 0.73%

NURIX THERAPEUTICS 0.63%

SELLAS LIFE SCIENCES GROUP INC 0.60%

VIRIDIAN THERAPEUTICS ORS 0.59%

OUSTER 0.53%

INTERFACE 0.52%

STRIVE INC CLASS A 0.50%

Only in VT

NVIDIA Corp 4.54%

Apple Inc 4.11%

Microsoft Corp 3.25%

Amazon.com Inc 2.06%

Alphabet Inc 1.73%

Taiwan Semiconductor Manufacturing Co Ltd 1.62%

Broadcom Inc 1.39%

Meta Platforms Inc 1.36%

Check overlap with more funds →

Side by side

IWC iShares Micro-Cap ETF VT Vanguard Total World Stock Index ETF

Where it sits Stock ETF Stock ETF

Issuer iShares Vanguard

What it is Tracks the Russell Microcap Tracks an index of Total World Stock

Total return, 1 year +16.5% +13.5%

Its benchmark over the same days +13.3% (IWV) not measured

Gap to its benchmark +3.2 pts vs IWV not measured

Expense ratio 0.60% 0.06%

Already in the S&P 500 91.7% 54.7%

Holdings 1365 10194

Net assets, IWC as of Oct 27, 2026 and VT as of Sep 30, 2026 $1.2bn $81.8bn

IWC and VT on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.

Client brief · page 1 of 2 Report BR-11AD023F50

IWC and VT do different jobs. What does each one do in a portfolio?

What each follows. IWC follows Russell Microcap Index and VT follows FTSE Global All Cap Index.
Holdings in common. 0% of the weight is in the same securities (holdings dated Oct 27, 2026 and Sep 30, 2026).
One-year total return. Over 1 year to Oct 28, 2026 IWC returned +16.5% and VT +13.5% with distributions reinvested, a gap of 3.0 points.

Data as of Oct 28, 2026.

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About each fund

IWC

Over the year to Oct 28, 2026 it returned +16.5% with distributions reinvested, against +13.3% for its benchmark, the Russell 3000 Index.

IWC tracks the Russell Microcap. The prospectus expense ratio is 0.60% a year. By its holdings published by its issuer for Oct 27, 2026, 92% of the fund by weight is stocks the S&P 500 also holds, across 1,365 positions, with the top ten at 5.9%. It sat 9.5% below its high of Aug 14, 2026 on Oct 28, 2026.

VT tracks an index of Total World Stock. Over the year to Oct 28, 2026 it returned +13.5% with distributions reinvested. The prospectus expense ratio is 0.06% a year. By its holdings published by its issuer as of Sep 30, 2026, 55% of the fund by weight is stocks the S&P 500 also holds, across 10,194 positions, with the top ten at 22.5%.

Questions people ask

Which returned more over the last year, IWC or VT?: In the year to Oct 28, 2026, with distributions reinvested, IWC returned +16.5% and VT +13.5%.
Which is cheaper, IWC or VT?: VT is cheaper, by 0.54 percentage points a year. That is about $54 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do IWC and VT overlap with the S&P 500?: By their latest filed holdings, 92% of IWC and 55% of VT by weight is stocks the S&P 500 already holds.

Other comparisons

ACWI vs IWC IWC vs URTH IWC vs VWO IWC vs VEU VT vs VTWO IWM vs VT VB vs VT IJR vs VT

Where to next

IWC on its own →VT on its own →Hold both: look the portfolio through →Rankings →IWC dividend history →IWC holdings →VT dividend history →VT holdings →Standards and sources →

Sources and dates

IWC filings on SEC EDGAR ↗

IWC prospectus with the expense ratio (SEC) ↗

iShares page for IWC ↗

VT filings on SEC EDGAR ↗

VT prospectus with the expense ratio (SEC) ↗

Vanguard page for VT ↗

Links are sources, not endorsements. A comparison is not a recommendation.

How this is computed

Overlap adds up the smaller of the two weights for each security both funds hold.

Cite this pageCitation, APA and Markdown

ETFIQ, IWC against VT, data as of Oct 28, 2026. https://etfiq.com/compare/any/iwc-vs-vt

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Free to use with attribution for data ETFIQ computes; issuer data stays under its owner's terms.