iShares Russell 2000 ETF (IWM) Alternatives
iShares Russell 2000 ETF (IWM) belongs to the Small Cap Blend Equities category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with IWM. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to IWM
IWM charges 0.19% annually. Among ETFs in the Small Cap Blend Equities category, these options have the lowest expense ratios among IWM alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| iShares Morningstar Small-Cap ETF | 0.04% | Jun 28, 2004 | IWM vs ISCB | |
| SPDR Portfolio S&P 600 Small Cap ETF | 0.05% | Jul 8, 2013 | IWM vs SPSM | |
| Vanguard Extended Market ETF | 0.06% | Dec 27, 2001 | IWM vs VXF | |
| iShares Core S&P Small-Cap ETF | 0.06% | May 22, 2000 | IWM vs IJR | |
| JPMorgan BetaBuilders U.S. Small Cap Equity ETF | 0.09% | Nov 16, 2020 | IWM vs BBSC |
Best Risk-Adjusted Alternatives to IWM
Among ETFs in the Small Cap Blend Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| iShares Microcap ETF | 87 | Aug 12, 2005 | IWM vs IWC | |
| Invesco NASDAQ Future Gen 200 ETF | 84 | Oct 13, 2022 | IWM vs QQQS | |
| First Trust Dow Jones Select MicroCap Index Fund | 83 | Sep 27, 2005 | IWM vs FDM | |
| First Trust Small Cap Core AlphaDEX Fund | 81 | May 8, 2007 | IWM vs FYX | |
| Fidelity Enhanced Small Cap ETF | 76 | Dec 20, 2007 | IWM vs FESM |
Top Performing IWM Alternatives (YTD)
IWM alternatives from the Small Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| WisdomTree U.S. SmallCap Dividend Fund | 7.74% | Jun 16, 2006 | IWM vs DES | |
| Opus Small Cap Value Plus ETF | 6.67% | Jul 18, 2018 | IWM vs OSCV | |
| VictoryShares US Small Cap High Dividend Volatilit... | 6.03% | Jul 8, 2015 | IWM vs CSB | |
| First Trust Small Cap Core AlphaDEX Fund | 5.67% | May 8, 2007 | IWM vs FYX | |
| Overlay Shares Small Cap Equity ETF | 4.70% | Sep 30, 2019 | IWM vs OVS |
Lowest Volatility Alternatives to IWM
IWM alternatives from the Small Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Global X Alternative Income ETF | 9.68% | Jul 14, 2015 | IWM vs ALTY | |
| First Trust Horizon Managed Volatility Small/Mid E... | 13.63% | Apr 6, 2020 | IWM vs HSMV | |
| ProShares S&P MidCap 400 Dividend Aristocrats ETF | 16.27% | Feb 5, 2015 | IWM vs REGL | |
| Virtus Private Credit Strategy ETF | 16.60% | Feb 7, 2019 | IWM vs VPC | |
| 6 Meridian Small Cap Equity ETF | 16.64% | May 11, 2020 | IWM vs SIXS |
Lowest Drawdown Alternatives to IWM
IWM alternatives from the Small Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Global X Alternative Income ETF | -8.52% | Jul 14, 2015 | IWM vs ALTY | |
| Invesco Russell 1000 Dynamic Multifactor ETF | -10.00% | Nov 8, 2017 | IWM vs OMFL | |
| First Trust Horizon Managed Volatility Small/Mid E... | -10.57% | Apr 6, 2020 | IWM vs HSMV | |
| ProShares Russell 2000 Dividend Growers ETF | -10.94% | Feb 5, 2015 | IWM vs SMDV | |
| ProShares S&P MidCap 400 Dividend Aristocrats ETF | -10.94% | Feb 5, 2015 | IWM vs REGL |
Other ETFs from iShares
Most popular iShares ETFs on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| iShares 0-3 Month Treasury Bond ETF | Ultrashort Bond | 100 | 0.86% | May 26, 2020 | IWM vs SGOV | |
| iShares Bitcoin Trust ETF | Cryptocurrency | 6 | -22.62% | Jan 5, 2024 | IWM vs IBIT | |
| iShares Core S&P 500 ETF | S&P 500 | 65 | -4.38% | May 15, 2000 | IWM vs IVV | |
| iShares 20+ Year Treasury Bond ETF | Government Bonds, Long-Term Bond | 12 | 0.17% | Jul 22, 2002 | IWM vs TLT | |
| iShares Core Dividend Growth ETF | Large Cap Growth Equities, Dividend | 69 | 1.57% | Jun 10, 2014 | IWM vs DGRO | |
| iShares Silver Trust | Precious Metals | 89 | 5.77% | Apr 21, 2006 | IWM vs SLV | |
| iShares Semiconductor ETF | Semiconductors, Technology Equities | 92 | 9.20% | Jul 10, 2001 | IWM vs SOXX | |
| iShares Gold Trust | Gold, Precious Metals | 87 | 8.61% | Jan 21, 2005 | IWM vs IAU | |
| iShares MSCI ACWI ETF | Large Cap Growth Equities | 75 | -2.21% | Mar 26, 2008 | IWM vs ACWI | |
| iShares U.S. Technology ETF | Technology Equities | 66 | -9.11% | May 19, 2000 | IWM vs IYW |
Often Compared With IWM
What investors most often compare with IWM, based on PortfoliosLab usage data.
Compare IWM with Any Fund or Stock
Compare IWM with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.