IWM vs IWMI — stock comparison tool

IWM currently yields 0.99% TTM versus IWMI at 14.86%. Use the calculator below to compare DRIP total returns and fundamentals side by side.

IWMIWMI

Performance Comparison

Total return with dividends reinvested (DRIP) from a $10,000 start — price + income.

IWM

IWMI

*Total Return = DRIP (price + reinvested dividends). Range: 2025-10-21 to 2026-10-21. Legend ordered low → high.

Chart metrics: Total Return (%) · Price Return (%) · Portfolio Value ($) · Stock Price · Dividends (Annual) · Dividend Growth (%). Market Cap history is not available yet.

Calendar-year total returns

Side-by-side yearly performance for each ticker (adjusted close ≈ total return)

IWM Total Returns by Year

Calendar-year total returns, including reinvested dividends

Adj. close

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IWMI Total Returns by Year

Calendar-year total returns, including reinvested dividends

Adj. close

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Best Total Return

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No data

Highest Dividend Income

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Best Avg Annual Return

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DRIP Simulation Summary

$10,000 initial investment with DRIP (live)

Ticker	Period	Start $	End $	Dividends	Start Price	End Price	Shares	Return %

Current Data Comparison

Live fundamental metrics and analyst data

Metric

IWM$275.78

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iShares Russell 2000 ETF

IWMI$48.84

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NEOS Russell 2000 High Income ETF

Dividend Information

Dividend Yield

0.99%

14.86%

Annual Dividend

$2.73

$7.26

Dividend Growth (5yr)

Years of Growth

ETF holdings & allocation

Side-by-side composition for each ETF in this comparison.

IWM

1981 holdings

Healthcare20.50%

Health Care20.21%

Financials19.40%

Financial Services18.08%

Technology14.01%

Industrials13.74%

Information Technology13.20%

Consumer Discretionary9.25%

Consumer Cyclical8.45%

Energy6.83%

Real Estate5.79%

Other21.55%

Top 10 holdings

Name	Weight
MOG-AMOOG INC CLASS A	0.36%
BTSGBRIGHTSPRING HEALTH SERVICES INC	0.35%
UMBFUMB FINANCIAL	0.34%
SMSM ENERGY	0.33%
GKOSGLAUKOS	0.33%
FROGJFROG	0.32%
EATBRINKER INTERNATIONAL INC	0.31%
FCFSFIRSTCASH HOLDINGS INC	0.31%
ONBOLD NATIONAL BANCORP	0.31%
CTRECARETRUST REIT	0.30%
Top 10	3.26%

IWMI

3 holdings

Healthcare20.99%

Financial Services18.09%

Technology13.76%

Industrials13.27%

Consumer Cyclical8.87%

Real Estate6.48%

Energy6.45%

Basic Materials4.48%

Utilities2.71%

Consumer Defensive2.63%

Communication Services2.26%

Cash & Others0.01%

Top 10 holdings

Name	Weight
VTWOVanguard Russell 2000 ETF	99.68%
Cash&OtherCash & Other	0.68%
RUT 260821C03160000RUT US 08/21/26 C3160	-0.01%
RUT 260821C03105000RUT US 08/21/26 C3105	-0.05%
RUT 261120C02925000RUT US 11/20/26 C2925	-0.18%
RUT 261016C03050000RUT US 10/16/26 C3050	-0.24%
RUT 261120C02875000RUT US 11/20/26 C2875	-0.32%
RUT 260918C03045000RUT US 09/18/26 C3045	-0.33%
RUT 261016C03005000RUT US 10/16/26 C3005	-0.40%
RUT 260918C02995000RUT US 09/18/26 C2995	-0.61%
Top 10	98.22%

Overlap & differences

Ticker overlap by weight, sector tilts, and where one fund is overweight. Open full tool

IWMSharedIWMI

Overlap by weight

Share of portfolio weight that appears in both funds.

# overlapping holdings

IWM: 0% also in IWMIIWMI: 0% also in IWM

IWM: showing top 100 holdings by weight (of 1981). Overlap counts use this top slice, not the full fund book.

Sector drift (IWM vs IWMI)

Left = heavier in IWM. Right = heavier in IWMI.

IWM overweight (left)IWMI overweight (right)

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