IWM vs VBR — stock comparison tool

IWM currently yields 0.99% TTM versus VBR at 1.85%. Use the calculator below to compare DRIP total returns and fundamentals side by side.

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

*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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VBR 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

VBR$238.81
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Vanguard Morningstar Small-Cap Value ETF

Dividend Information

Dividend Yield
0.99%
1.85%
Annual Dividend
$2.73
$4.42
Dividend Growth (5yr)
-
-
Years of Growth
1
5
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%

VBR

841 holdings
Financial Services17.57%
Industrials15.50%
Consumer Cyclical13.86%
Technology10.72%
Real Estate10.52%
Healthcare9.30%
Basic Materials5.38%
Energy5.12%
Utilities4.98%
Consumer Defensive4.49%
Communication Services2.56%
Cash & Others0.01%

Top 10 holdings

NameWeight
MRNAModerna Inc0.79%
JBLJabil Inc0.68%
WSMWilliams-Sonoma Inc0.61%
ATOAtmos Energy Corp0.60%
FFIVF5 Inc0.57%
SWSmurfit Westrock PLC0.53%
TPRTapestry Inc0.52%
THCTenet Healthcare Corp0.47%
VTRSViatris Inc0.46%
OMCOmnicom Group Inc0.46%
Top 105.69%

Overlap & differences

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

1000100
IWMSharedVBR

Overlap by weight

0%

Share of portfolio weight that appears in both funds.

# overlapping holdings

0

IWM: 0% also in VBRVBR: 0% also in IWM

IWM: showing top 100 holdings by weight (of 1981) · VBR: showing top 100 holdings by weight (of 841). Overlap counts use this top slice, not the full fund book.

Sector drift (IWM vs VBR)

Left = heavier in IWM. Right = heavier in VBR.

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

Overlapping tickers

No matching tickers.

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IWM vs VBR Dividend Comparison | DRIP Tool | Dividend Wealth