IWM vs SPSM — stock comparison tool

IWM currently yields 0.99% TTM versus SPSM at 1.54%. Use the calculator below to compare DRIP total returns and fundamentals side by side.

IWMSPSM

Performance Comparison

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

IWM

SPSM

*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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SPSM 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

—

iShares Russell 2000 ETF

SPSM$53.53

—

State Street SPDR Portfolio S&P 600 Small Cap ETF

Dividend Information

Dividend Yield

0.99%

1.54%

Annual Dividend

$2.73

$0.82

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%

SPSM

607 holdings

Financial Services18.42%

Industrials17.73%

Consumer Cyclical13.41%

Technology12.64%

Healthcare10.89%

Energy6.55%

Real Estate6.40%

Basic Materials4.30%

Consumer Defensive4.03%

Communication Services3.66%

Utilities1.97%

Cash & Others0.01%

Top 10 holdings

Name	Weight
MTCHMATCH GROUP INC	0.60%
CORTCORCEPT THERAPEUTICS INC	0.59%
GKOSGLAUKOS CORP	0.58%
PAYCPAYCOM SOFTWARE INC	0.57%
EATBRINKER INTERNATIONAL INC	0.55%
SMSM ENERGY CO	0.54%
PTGXPROTAGONIST THERAPEUTICS INC	0.51%
RHPRYMAN HOSPITALITY PROPERTIES	0.51%
VSATVIASAT INC	0.49%
ESIELEMENT SOLUTIONS INC	0.48%
Top 10	5.42%

Overlap & differences

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

IWMSharedSPSM

Overlap by weight

Share of portfolio weight that appears in both funds.

# overlapping holdings

IWM: 40% also in SPSMSPSM: 40% also in IWM

IWM: showing top 100 holdings by weight (of 1981) · SPSM: showing top 100 holdings by weight (of 607). Overlap counts use this top slice, not the full fund book.

Sector drift (IWM vs SPSM)

Left = heavier in IWM. Right = heavier in SPSM.

IWM overweight (left)SPSM overweight (right)

Search ticker

40 shown

Overlapping tickers


SM	Energy	Oil & Gas Exploration & Production	0.3%	0.5%	0.3%
GKOS	Healthcare	Medical - Devices	0.3%	0.6%	0.3%
EAT	Consumer Cyclical	Restaurants	0.3%	0.6%	0.3%
RHP	Real Estate	REIT - Hotel & Motel	0.3%	0.5%	0.3%
JXN	Financial Services	Insurance - Life	0.3%	0.5%	0.3%
PTGX	Healthcare	Biotechnology	0.3%	0.5%	0.3%
TGTX	Healthcare	Biotechnology	0.3%	0.4%	0.3%
VSAT	Technology	Communication Equipment	0.3%	0.5%	0.3%
ACA	—	Construction Materials	0.3%	0.4%	0.3%
MATX	Industrials	Marine Shipping	0.2%	0.4%	0.2%

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