IWM vs SPY — stock comparison tool

IWM currently yields 0.99% TTM versus SPY at 0.98%. Use the calculator below to compare DRIP total returns and fundamentals side by side.

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

*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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SPY 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)
TickerPeriodStart $End $DividendsStart PriceEnd PriceSharesReturn %
Current Data Comparison
Live fundamental metrics and analyst data
Metric
IWM$275.78
—

iShares Russell 2000 ETF

SPY$769.05
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State Street SPDR S&P 500 ETF

Dividend Information

Dividend Yield
0.99%
0.98%
Annual Dividend
$2.73
$7.53
Dividend Growth (5yr)
-
-
Years of Growth
1
16
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

NameWeight
MOG-AMOOG INC CLASS A0.36%
BTSGBRIGHTSPRING HEALTH SERVICES INC0.35%
UMBFUMB FINANCIAL0.34%
SMSM ENERGY0.33%
GKOSGLAUKOS0.33%
FROGJFROG0.32%
EATBRINKER INTERNATIONAL INC0.31%
FCFSFIRSTCASH HOLDINGS INC0.31%
ONBOLD NATIONAL BANCORP0.31%
CTRECARETRUST REIT0.30%
Top 103.26%

SPY

504 holdings
Technology38.38%
Financial Services11.66%
Communication Services9.84%
Healthcare9.62%
Consumer Cyclical8.80%
Industrials8.00%
Consumer Defensive4.73%
Energy3.64%
Utilities1.96%
Real Estate1.71%
Basic Materials1.66%
Cash & Others0.28%

Top 10 holdings

NameWeight
NVDANVIDIA CORP7.93%
AAPLAPPLE INC7.55%
MSFTMICROSOFT CORP5.98%
AMZNAMAZON.COM INC3.89%
GOOGLALPHABET INC CL A3.05%
GOOGALPHABET INC CL C2.44%
AVGOBROADCOM INC2.40%
METAMETA PLATFORMS INC CLASS A2.35%
TSLATESLA INC1.57%
MUMICRON TECHNOLOGY INC1.54%
Top 1038.69%

Overlap & differences

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

1000100
IWMSharedSPY

Overlap by weight

0%

Share of portfolio weight that appears in both funds.

# overlapping holdings

0

IWM: 0% also in SPYSPY: 0% also in IWM

IWM: showing top 100 holdings by weight (of 1981) · SPY: showing top 100 holdings by weight (of 504). Overlap counts use this top slice, not the full fund book.

Sector drift (IWM vs SPY)

Left = heavier in IWM. Right = heavier in SPY.

IWM overweight (left)SPY overweight (right)
0 shown

Overlapping tickers

No matching tickers.

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IWM vs SPY Dividend Comparison | DRIP Tool | Dividend Wealth