IWF vs IWM: Complete Comparison

iShares Russell 1000 Growth ETF vs iShares Russell 2000 ETF โ€” overlap, correlation, performance & risk analysis

Holdings Overlap
0.23%
Very Low Overlap
Shared Holdings
3 of 322
Complete portfolio analysis
Calculation Method
Min Weight
Weighted intersection

Visual Overlap

IWF
IWM
0.2%
IWF Only
Overlap
IWM Only

Price Performance

Historical price comparison over 3M

IWF Return
+6.89%
IWM Return
+9.61%
Winner
IWM
+2.72%
Max Drawdown
IWF: -13.3%
IWM: -11.0%
IWF Volatility (annualized)18.15%
IWM Volatility (annualized)20.95%

๐Ÿ“ˆ Comparison

Metric
IWF
IWM
1 Year Return
+32.5%โœ“
+18.5%
3 Year Return
+13.5%โœ“
+4.2%
5 Year Return
+19.2%โœ“
+10.5%
Volatility
21.50%โœ“
24.80%
Expense Ratio
0.19%
0.19%
โš ๏ธ Past performance does not guarantee future results. Data may be delayed.

โš ๏ธRisk Metrics

Metric
IWF
IWM
Volatility
21.50%โœ“
24.80%
Sharpe Ratio
0.88โœ“
0.38
Sortino Ratio
1.22โœ“
0.52
Max Drawdown
-36.50%โœ“
-41.50%
Beta
1.15
1.25

Interpretation:

  • ๐Ÿ“Š Lower volatility = smoother ride
  • โšก Higher Sharpe/Sortino = better risk-adjusted returns
  • โš ๏ธ Smaller max drawdown = less worst-case pain
  • ๐Ÿ“ˆ Beta > 1 = more volatile than S&P 500

โš”๏ธ Comparison

7 - 8

๐Ÿ† IWM wins this comparison

Key Factors

๐Ÿ’ฐ Expense Ratio
IWF:0.19%
vs
IWM:0.19%
๐ŸŽฏ Number of Holdings
IWF:475 holdingsโœ“
vs
IWM:1,983 holdingsโœ“
๐Ÿ“ˆ 5-Year Return
IWF:+19.2%โœ“
vs
IWM:+10.5%โœ“
โ–ถAdditional Metrics (5)
โš–๏ธ Concentration Risk
IWF: 61.3% in top 10
IWM: 5.3% in top 10โœ“
๐Ÿ“Š Assets Under Management
IWF: $85B โœ“
IWM: $60B โœ“
โšก Sharpe Ratio
IWF: 0.88โœ“
IWM: 0.38
๐Ÿ“‰ Volatility
IWF: 21.5%โœ“
IWM: 24.8%
๐Ÿ” Uniqueness vs SPY
IWF: 39.6% unique
IWM: 100.0% uniqueโœ“

Bottom line: IWM wins with better number of holdings. Both have the same expense ratio, so cost isn't a differentiator. Consider IWM for your portfolio, but IWF is still a solid choice if you prefer its specific advantages.

Detailed Overlap Analysis

3 shared holdings representing 0.2% portfolio overlap

Top Shared Holdings

#StockIWF WeightIWM WeightOverlap
1
XTSLA
BLK CSH FND TREASURY SL AGENCY
0.16%0.21%0.16%
2
USD
USD CASH
0.05%0.13%0.05%
3
MSFUT
CASH COLLATERAL MSFUT USD
0.02%0.03%0.02%

Overlap by Sector

Other
3 stocks ยท 0.23% overlap

Showing top 5 sectors by overlap contribution

3
Shared Stocks
0.2%
Total Overlap
1
Sectors Represented

Top Holdings Only in IWF

Unique to IWF

โ†Scroll horizontally to see all dataโ†’
SymbolNameWeight
NVDANVIDIA CORP12.71%
AAPLAPPLE INC11.91%
MSFTMICROSOFT CORP10.73%
AVGOBROADCOM INC5.62%
AMZNAMAZON COM INC4.24%

Top Holdings Only in IWM

Unique to IWM

โ†Scroll horizontally to see all dataโ†’
SymbolNameWeight
CRDOCREDO TECHNOLOGY GROUP HOLDING LTD0.86%
BEBLOOM ENERGY CLASS A CORP0.80%
FNFABRINET0.62%
IONQIONQ INC0.51%
NXTNEXTPOWER INC CLASS A0.44%

Price Correlation

How We Calculate Overlap

We use the minimum weight method with normalization to calculate portfolio overlap:

Overlap = ฮฃ min(weightA, weightB) for each shared holding

Normalization: Holdings weights are normalized to sum to 100% before comparison. This ensures accurate overlap calculations even when analyzing partial holdings data (e.g., top 50 positions).

Conservative approach: We consider only the smaller allocation for each shared position, giving you a realistic view of true portfolio overlap.

๐Ÿ“Š This analysis is based on publicly available holdings data. For the most current and complete holdings information, please visit the official ETF provider websites.

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