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

In the year to Oct 28, 2026, with distributions reinvested, IWM returned +14.1% and XOP +62.5%.

Which is cheaper, IWM or XOP?

IWM is cheaper, by 0.16 percentage points a year. That is about $16 on $10,000 held for a year. Fees come from each fund's prospectus.

Data as of Oct 28, 2026.

Across categories

IWM vs XOP: Differences, Returns & Fees

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Over the year to Oct 28, 2026, IWM returned +14.1% to XOP's +62.5%; 3% 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 $4.6bn for State Street SPDR S&P Oil & Gas Exploration & Production ETF.

IWM on its own →XOP on its own →

At a glance

+14.1%

IWM total return, 1 year

+62.5%

XOP total return, 1 year

0.19%

IWM expense ratio

0.35%

XOP expense ratio

Pair scorecard

IWM costs 0.16 points a year less; their one-year returns differ by 48.4 points; IWM is 16.4 times larger.

IWM vs XOP: Differences, Returns & Fees
Measure	IWM	XOP
Return
Measure	IWM	XOP
Total return, 1 year	+14.1%	+62.5%
Drawdown
Measure	IWM	XOP
Below its high	7.6%, high on Aug 14, 2026	24.8%, high on Jun 23, 2014
Benchmark
Measure	IWM	XOP
What it tracks	Russell 2000 Index	S&P Oil & Gas Exploration & Production Select Industry Index
Cost and size
Measure	IWM	XOP
Expense ratio	0.19%	0.35%
Net assets, as of Oct 27, 2026	$75.5bn	$4.6bn
Holdings
Measure	IWM	XOP
Holdings in common	3%
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 XOP hold 3% of their money in the same securities at the same weight. Holdings dated Oct 27, 2026.

50%

0 half 100%

half

3% in common

Positions both hold · largest shared weight first IWM XOP

SM ENERGY 0.32% 2.65%

PBF ENERGY CLASS A 0.24% 2.48%

MAGNOLIA OIL GAS CORP CLASS A 0.21% 2.44%

MURPHY OIL 0.20% 2.89%

CNX RESOURCES 0.19% 2.64%

CRESCENT ENERGY CLASS A 0.15% 2.49%

CALIFORNIA RESOURCES 0.14% 1.85%

DELEK US HOLDINGS INC 0.14% 2.40%

CALUMET 0.12% 1.65%

PAR PACIFIC HOLDINGS 0.12% 2.31%

NORTHERN OIL AND GAS 0.10% 2.21%

GULFPORT ENERGY 0.09% 1.88%

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%

10X GENOMICS CLASS A 0.31%

RYMAN HOSPITALITY PROPERTIES REIT 0.30%

Only in XOP

RANGE RESOURCES CORP 3.48%

APA CORP 2.92%

OVINTIV INC 2.85%

EOG RESOURCES INC 2.82%

EXXONMOBIL HOLDINGS CORP 2.82%

MARATHON PETROLEUM CORP 2.81%

CONOCOPHILLIPS 2.79%

PERMIAN RESOURCES CORP CL A 2.78%

Check overlap with more funds →

Side by side

IWM iShares Russell 2000 ETF XOP State Street SPDR S&P Oil & Gas Exploration & Production ETF

Where it sits Stock ETF Stock ETF

Issuer iShares State Street

What it is Tracks the Russell 2000 Tracks the S&P Oil & Gas Exploration & Production

Total return, 1 year +14.1% +62.5%

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% 0.35%

Holdings 1977 52

Net assets, as of Oct 27, 2026 $75.5bn $4.6bn

IWM and XOP 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.

XOP

XOP tracks the S&P Oil & Gas Exploration & Production. Over the year to Oct 28, 2026 it returned +62.5% with distributions reinvested. The prospectus expense ratio is 0.35% a year. It sat 24.8% below its high of Jun 23, 2014 on Oct 28, 2026.

Questions people ask

Which returned more over the last year, IWM or XOP?: In the year to Oct 28, 2026, with distributions reinvested, IWM returned +14.1% and XOP +62.5%.
Which is cheaper, IWM or XOP?: IWM is cheaper, by 0.16 percentage points a year. That is about $16 on $10,000 held for a year. Fees come from each fund's prospectus.

Other comparisons

IWM vs VDE IWM vs IYE IWM vs XLE IWM vs KRE VB vs XOP VTWO vs XOP IJR vs XOP IJT vs XOP

Where to next

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

Sources and dates

IWM filings on SEC EDGAR ↗

IWM prospectus with the expense ratio (SEC) ↗

iShares page for IWM ↗

XOP filings on SEC EDGAR ↗

XOP prospectus with the expense ratio (SEC) ↗

State Street website ↗

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

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