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

In the year to Oct 28, 2026, with distributions reinvested, IWM returned +14.1% and SHY +1.6%.

Which is cheaper, IWM or SHY?

SHY 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 SHY: Differences, Returns & Fees

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Over the year to Oct 28, 2026, IWM returned +14.1% to SHY's +1.6%; 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 $27.4bn for iShares 1-3 Year Treasury Bond ETF.

IWM on its own →SHY on its own →

At a glance

+14.1%

IWM total return, 1 year

+1.6%

SHY total return, 1 year

0.19%

IWM expense ratio

0.15%

SHY expense ratio

Pair scorecard

SHY costs 0.04 points a year less; their one-year returns differ by 12.5 points; IWM is 2.8 times larger.

IWM vs SHY: Differences, Returns & Fees
Measure	IWM	SHY
Return
Measure	IWM	SHY
Total return, 1 year	+14.1%	+1.6%
Drawdown
Measure	IWM	SHY
Below its high	7.6%, high on Aug 14, 2026
Benchmark
Measure	IWM	SHY
What it tracks	Russell 2000 Index	ICE U.S. Treasury 1-3 Year Bond Index
Cost and size
Measure	IWM	SHY
Expense ratio	0.19%	0.15%
Net assets, as of Oct 27, 2026	$75.5bn	$27.4bn
Holdings
Measure	IWM	SHY
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 SHY 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 SHY

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 SHY

TREASURY NOTE 2.11%

TREASURY NOTE 1.99%

TREASURY NOTE 1.83%

TREASURY NOTE 1.73%

TREASURY NOTE 1.62%

TREASURY NOTE 1.54%

TREASURY NOTE 1.51%

TREASURY NOTE 1.49%

Check overlap with more funds →

Side by side

IWM iShares Russell 2000 ETF SHY iShares 1-3 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 1-3 Year Treasury Bond

Total return, 1 year +14.1% +1.6%

Its benchmark over the same days +14.3% (VTWO) +1.7% (BBSB)

Gap to its benchmark −0.2 pts vs VTWO −0.1 pts vs BBSB

Expense ratio 0.19% 0.15%

Holdings 1977 90

Net assets, as of Oct 27, 2026 $75.5bn $27.4bn

IWM and SHY 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.

SHY

SHY tracks an index of 1-3 Year Treasury Bond. Over the year to Oct 28, 2026 it returned +1.6% with distributions reinvested, against +1.7% for its benchmark, the ICE U.S. Treasury 1-3 Year Bond Index. The prospectus expense ratio is 0.15% a year.

Questions people ask

Which returned more over the last year, IWM or SHY?: In the year to Oct 28, 2026, with distributions reinvested, IWM returned +14.1% and SHY +1.6%.
Which is cheaper, IWM or SHY?: SHY 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

IWM vs VGSH IEI vs IWM IWM vs SCHP BOND vs IWM SHY vs VB SHY vs VTWO IJR vs SHY IJT vs SHY

Where to next

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

Sources and dates

IWM and SHY filings on SEC EDGAR ↗

IWM prospectus with the expense ratio (SEC) ↗

iShares page for IWM ↗

SHY prospectus with the expense ratio (SEC) ↗

iShares page for SHY ↗

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

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