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

In the year to Oct 28, 2026, with distributions reinvested, IWM returned +14.1% and SHV +3.6%.

Which is cheaper, IWM or SHV?

SHV is cheaper, by 0.04 percentage points a year. That is about $4 on $10,000 held for a year. Fees come from each fund's prospectus.

Data as of Oct 28, 2026.

Across categories

IWM vs SHV: Differences, Returns & Fees

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Over the year to Oct 28, 2026, IWM returned +14.1% to SHV's +3.6%; 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 $21.7bn for iShares 0-1 Year Treasury Bond ETF.

IWM on its own →SHV on its own →

At a glance

+14.1%

IWM total return, 1 year

+3.6%

SHV total return, 1 year

0.19%

IWM expense ratio

0.15%

SHV expense ratio

Pair scorecard

SHV costs 0.04 points a year less; their one-year returns differ by 10.5 points; IWM is 3.5 times larger.

IWM vs SHV: Differences, Returns & Fees
Measure	IWM	SHV
Return
Measure	IWM	SHV
Total return, 1 year	+14.1%	+3.6%
Drawdown
Measure	IWM	SHV
Below its high	7.6%, high on Aug 14, 2026
Benchmark
Measure	IWM	SHV
What it tracks	Russell 2000 Index	ICE Short US Treasury Securities Index
Cost and size
Measure	IWM	SHV
Expense ratio	0.19%	0.15%
Net assets, as of Oct 27, 2026	$75.5bn	$21.7bn
Holdings
Measure	IWM	SHV
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 SHV 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 SHV

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 SHV

TREASURY BILL 4.98%

TREASURY BILL 4.17%

TREASURY BILL 3.90%

TREASURY BILL 3.72%

TREASURY BILL 3.58%

TREASURY BILL 3.48%

TREASURY BILL 3.35%

TREASURY BILL 3.31%

Check overlap with more funds →

Side by side

IWM iShares Russell 2000 ETF SHV iShares 0-1 Year Treasury Bond ETF

Where it sits Stock ETF Bond ETF

Issuer iShares iShares

What it is Tracks the Russell 2000 Tracks an index of 0-1 Year Treasury Bond

Total return, 1 year +14.1% +3.6%

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% 0.15%

Holdings 1977 66

Net assets, as of Oct 27, 2026 $75.5bn $21.7bn

IWM and SHV 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.

SHV

SHV tracks an index of 0-1 Year Treasury Bond. Over the year to Oct 28, 2026 it returned +3.6% with distributions reinvested. The prospectus expense ratio is 0.15% a year.

Questions people ask

Which returned more over the last year, IWM or SHV?: In the year to Oct 28, 2026, with distributions reinvested, IWM returned +14.1% and SHV +3.6%.
Which is cheaper, IWM or SHV?: SHV is cheaper, by 0.04 percentage points a year. That is about $4 on $10,000 held for a year. Fees come from each fund's prospectus.

Other comparisons

BOXX vs IWM IWM vs VBIL IWM vs VUSB IWM vs SGOV SHV vs VB SHV vs VTWO IJR vs SHV IJT vs SHV

Where to next

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

Sources and dates

IWM and SHV filings on SEC EDGAR ↗

IWM prospectus with the expense ratio (SEC) ↗

iShares page for IWM ↗

SHV prospectus with the expense ratio (SEC) ↗

iShares page for SHV ↗

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 SHV, data as of Oct 28, 2026. https://etfiq.com/compare/any/iwm-vs-shv

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