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

In the year to Oct 28, 2026, with distributions reinvested, IWM returned +14.1% and SGOV +3.7%.

Which is cheaper, IWM or SGOV?

SGOV is cheaper, by 0.10 percentage points a year. That is about $10 on $10,000 held for a year. Fees come from each fund's prospectus.

Data as of Oct 28, 2026.

Across categories

IWM vs SGOV: Differences, Returns & Fees

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Over the year to Oct 28, 2026, IWM returned +14.1% to SGOV's +3.7%; 0% of their weight is in the same names.

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Net assets on Oct 27, 2026: $75.5bn for iShares Russell 2000 ETF and $117.0bn for iShares 0-3 Month Treasury Bond ETF.

IWM on its own →SGOV on its own →

At a glance

+14.1%

IWM total return, 1 year

+3.7%

SGOV total return, 1 year

0.19%

IWM expense ratio

0.09%

SGOV expense ratio

Pair scorecard

SGOV costs 0.10 points a year less; their one-year returns differ by 10.4 points; SGOV is 1.5 times larger.

IWM vs SGOV: Differences, Returns & Fees
Measure	IWM	SGOV
Return
Measure	IWM	SGOV
Total return, 1 year	+14.1%	+3.7%
Drawdown
Measure	IWM	SGOV
Below its high	7.6%, high on Aug 14, 2026
Benchmark
Measure	IWM	SGOV
What it tracks	Russell 2000 Index	ICE 0-3 Month US Treasury Securities Index
Cost and size
Measure	IWM	SGOV
Expense ratio	0.19%	0.09%
Net assets, as of Oct 27, 2026	$75.5bn	$117.0bn
Holdings
Measure	IWM	SGOV
Holdings in common	0%
In the S&P 500, by weight	0%
Top ten holdings, share of the fund	3.3%

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

What they share

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

50%

0 half 100%

half

0% in common

Positions both hold · largest shared weight first IWM SGOV

Only in one fund ↓

Only in IWM

JFROG 0.37%

GLAUKOS 0.35%

TWIST BIOSCIENCE 0.35%

MOOG INC CLASS A 0.34%

BRIGHTSPRING HEALTH SERVICES INC 0.33%

UMB FINANCIAL 0.33%

SM ENERGY 0.32%

10X GENOMICS CLASS A 0.31%

Only in SGOV

TREASURY BILL 8.53%

TREASURY BILL 8.19%

TREASURY BILL 7.63%

TREASURY BILL 6.87%

TREASURY BILL 6.80%

TREASURY BILL 6.00%

TREASURY BILL 5.22%

Check overlap with more funds →

Side by side

IWM iShares Russell 2000 ETF SGOV iShares 0-3 Month Treasury Bond ETF

Where it sits Stock ETF Bond ETF

Issuer iShares iShares

What it is Tracks the Russell 2000 Tracks an index of 0-3 month T-bills

Total return, 1 year +14.1% +3.7%

Its benchmark over the same days +14.3% (VTWO) not measured

Gap to its benchmark −0.2 pts vs VTWO not measured

Expense ratio 0.19% 0.09%

Holdings 1977 22

Net assets, as of Oct 27, 2026 $75.5bn $117.0bn

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

Alert

About each fund

IWM

IWM tracks the Russell 2000. Over the year to Oct 28, 2026 it returned +14.1% with distributions reinvested, against +14.3% for its benchmark, the Russell 2000 Index. The prospectus expense ratio is 0.19% a year. By its holdings published by its issuer for Oct 27, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 1,977 positions, with the top ten at 3.3%. It sat 7.6% below its high of Aug 14, 2026 on Oct 28, 2026.

SGOV

SGOV tracks an index of 0-3 month T-bills. Over the year to Oct 28, 2026 it returned +3.7% with distributions reinvested. The prospectus expense ratio is 0.09% a year.

Questions people ask

Which returned more over the last year, IWM or SGOV?: In the year to Oct 28, 2026, with distributions reinvested, IWM returned +14.1% and SGOV +3.7%.
Which is cheaper, IWM or SGOV?: SGOV is cheaper, by 0.10 percentage points a year. That is about $10 on $10,000 held for a year. Fees come from each fund's prospectus.

Other comparisons

BIL vs IWM IWM vs SHV IWM vs PULS IWM vs MINT SGOV vs VB SGOV vs VTWO IJR vs SGOV IJT vs SGOV

Where to next

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

Sources and dates

IWM and SGOV filings on SEC EDGAR ↗

IWM prospectus with the expense ratio (SEC) ↗

iShares page for IWM ↗

SGOV prospectus with the expense ratio (SEC) ↗

iShares page for SGOV ↗

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, IWM against SGOV, data as of Oct 28, 2026. https://etfiq.com/compare/any/iwm-vs-sgov

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