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IWM or SPY: fund comparison

In brief

These are different funds: IWM — Russell 2000; SPY — S&P 500. 12 months: IWM +11.3%; SPY +8.8%. SPY has the lower fee (0.0945% a year). The choice depends on which part of the market you want to own.

12-month growth, from 100━ IWM +11.3% ━ SPY +8.8%
94100125
MetricIWMSPY
ManagerBlackRock (iShares)State Street
IndexRussell 2000S&P 500
Expense ratio0.19%0.0945%
Price, $270.98733.00
Year to date+10.3% ●+7.8%
12 months+11.3% ●+8.8%
From 52-week high−11.2%−6.2% ●
vs 200-day average−2.8%+0.4% ●
Dividend yield0.98%1.00% ●

● — whose figure is higher, not which is better. Data as of Nov 5, 2026.

Ratings and a detailed chart for each are in the terminal.

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FAQ

Which to choose: IWM or SPY?

These are different funds: IWM — Russell 2000; SPY — S&P 500. 12 months: IWM +11.3%; SPY +8.8%. SPY has the lower fee (0.0945% a year). The choice depends on which part of the market you want to own.

What is an expense ratio?

The percentage of assets the fund deducts per year. 0.03% is 30 cents a year per $1,000.

How do I buy an ETF?

Through a broker with US market access, like a regular stock, by ticker.

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