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Data as of Sep 13, 2026. Both funds on the fields they both publish, from the same sources.

ETFIQetfiq.com · independent ETF data

IWM vs PFF: how they differ

IWM and PFF hold 4% of their weight in the same names, and IWM returned more over the year.

iShares Russell 2000 ETF and iShares Preferred and Income Securities ETF.

What they hold in common

By the books each fund has filed, IWM and PFF hold 4% of their money in the same securities at the same weight.

Positions IWM and PFF both hold, largest shared weight first
HoldingIWMPFF
BRIGHTSPRING HEALTH SERVICES INC0.31%0.74%
BLK CSH FND TREASURY SL AGENCY0.29%0.61%
JACKSON FINANCIAL CLASS A0.28%0.27%
VSE CORP0.18%0.22%
UMB FINANCIAL0.34%0.15%
FLAGSTAR BANK NATIONAL ASSOCIATION0.13%0.23%
TELEPHONE AND DATA SYSTEMS0.12%0.17%
TEXAS CAPITAL BANCSHARES0.14%0.12%
WESBANCO0.12%0.11%
SL GREEN REALTY REIT CORP0.12%0.09%
SPIRE INC0.16%0.09%
ATLANTIC UNION BANKSHARES0.19%0.08%
Largest positions each one holds and the other does not
Only in IWMOnly in PFF
MOOG INC CLASS A 0.34%BOEING CO 3.54%
CYTOKINETICS 0.32%ORACLE CORPORATION 2.31%
GLAUKOS 0.32%SUPER MICRO COMPUTER INC 2.30%
JFROG 0.32%ALPHABET INC 2.24%
BRINKER INTERNATIONAL INC 0.31%HEWLETT PACKARD ENTERPRISE CONV PR 2.06%
FIRSTCASH HOLDINGS INC 0.31%ALBEMARLE CORP 1.12%
HUT CORP 0.31%MICROCHIP TECHNOLOGY INCORPORATED 0.89%
SM ENERGY 0.31%NEXTERA ENERGY UNITS 0.70%

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 dated Sep 10, 2026.

IWM and PFF on the fields both publish, as of Sep 13, 2026. Source: ETFIQ.
IWM
iShares Russell 2000 ETF
PFF
iShares Preferred and Income Securities ETF
Where it sitsCore index fundCore index fund
IssueriSharesiShares
What it isRussell 2000Preferred and Income Securities
Total return, 1 year+21.2%−0.8%
S&P 500 over the same days+17.5%+17.5%
Gap to the S&P 500+3.7 pts−18.3 pts
Expense ratio0.19%0.45%
Already in the S&P 5000.0%21.6%
Holdings1749461

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 Sep 10, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 1749 positions, with the top ten at 3.2%. It sat 5.3% below its high of Aug 14, 2026 on Sep 11, 2026.

PFF in plain words

PFF is an index equity fund tracking the Preferred and Income Securities. Over the year to Sep 11, 2026 it returned −0.8% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.45% a year. By its holdings filed for Sep 10, 2026, 22% of the fund by weight is stocks the S&P 500 also holds, across 461 positions, with the top ten at 23.1%. It sat 3.2% below its high of May 8, 2026 on Sep 11, 2026.

Questions people ask

Which returned more over the last year, IWM or PFF?
In the year to Sep 13, 2026, with distributions reinvested, IWM returned +21.2% and PFF returned −0.8%, so IWM returned more. One year is one year; the longer windows are in the table.
Which is cheaper, IWM or PFF?
IWM charges 0.19% a year and PFF charges 0.45%, so IWM is cheaper. Fees come from each fund's prospectus.
How much do IWM and PFF overlap with the S&P 500?
By their latest filed holdings, 0% of IWM and 22% of PFF by weight is stocks the S&P 500 already holds. Between the two funds, 4% of their books are the same securities at the same weight.

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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 PFF, ETFIQ, data as of Sep 13, 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 PFF, data as of Sep 13, 2026. https://etfiq.com/compare/any/iwm-vs-pff Free to use with attribution; the underlying files are at Open data.

A comparison is not a recommendation. Standards and sources