IWM vs. VTHR
Compare and contrast key facts about iShares Russell 2000 ETF (IWM) and Vanguard Russell 3000 ETF (VTHR).
IWM and VTHR are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IWM is a passively managed fund by iShares that tracks the performance of the Russell 2000 Index. It was launched on May 22, 2000. VTHR is a passively managed fund by Vanguard that tracks the performance of the Russell 3000 Index. It was launched on Sep 20, 2010. Both IWM and VTHR are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IWM or VTHR.
Correlation
The correlation between IWM and VTHR is 0.84, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
IWM vs. VTHR - Performance Comparison
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Key characteristics
IWM:
-0.06
VTHR:
0.47
IWM:
0.12
VTHR:
0.83
IWM:
1.01
VTHR:
1.12
IWM:
-0.03
VTHR:
0.51
IWM:
-0.10
VTHR:
1.94
IWM:
9.38%
VTHR:
5.10%
IWM:
24.05%
VTHR:
19.72%
IWM:
-59.05%
VTHR:
-34.61%
IWM:
-16.73%
VTHR:
-8.00%
Returns By Period
In the year-to-date period, IWM achieves a -8.92% return, which is significantly lower than VTHR's -3.64% return. Over the past 10 years, IWM has underperformed VTHR with an annualized return of 6.48%, while VTHR has yielded a comparatively higher 11.70% annualized return.
IWM
-8.92%
10.51%
-15.23%
-0.59%
10.21%
6.48%
VTHR
-3.64%
8.13%
-5.69%
9.27%
15.25%
11.70%
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IWM vs. VTHR - Expense Ratio Comparison
IWM has a 0.19% expense ratio, which is higher than VTHR's 0.10% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
IWM vs. VTHR — Risk-Adjusted Performance Rank
IWM
VTHR
IWM vs. VTHR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Russell 2000 ETF (IWM) and Vanguard Russell 3000 ETF (VTHR). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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Dividends
IWM vs. VTHR - Dividend Comparison
IWM's dividend yield for the trailing twelve months is around 1.23%, less than VTHR's 1.28% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IWM iShares Russell 2000 ETF | 1.23% | 1.15% | 1.35% | 1.48% | 0.94% | 1.04% | 1.26% | 1.40% | 1.26% | 1.38% | 1.54% | 1.26% |
VTHR Vanguard Russell 3000 ETF | 1.28% | 1.19% | 1.47% | 1.52% | 1.16% | 1.37% | 1.65% | 1.89% | 1.63% | 1.82% | 1.84% | 1.66% |
Drawdowns
IWM vs. VTHR - Drawdown Comparison
The maximum IWM drawdown since its inception was -59.05%, which is greater than VTHR's maximum drawdown of -34.61%. Use the drawdown chart below to compare losses from any high point for IWM and VTHR. For additional features, visit the drawdowns tool.
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Volatility
IWM vs. VTHR - Volatility Comparison
iShares Russell 2000 ETF (IWM) and Vanguard Russell 3000 ETF (VTHR) have volatilities of 7.28% and 6.97%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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