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Side-by-side ETF comparison

IWM vs SPY

iShares Russell 2000 ETF vs SPDR S&P 500 ETF Trust

IWM+34.19%SPY+22.91%

Both series indexed to 100 at the start of the selected period. Final values represent total return over the window.

Key Metrics

Metric	IWM	SPY
1Y Return	✓ 41.3%	30.5%
1Y Sharpe	1.95	✓ 2.17
Max Drawdown	-11.2%	✓ -9.1%
Expense Ratio	0.19%	✓ 0.09%
AUM	—	—
Close	$284.17	$737.62
Issuer	BlackRock	State Street
Benchmark	Russell 2000	S&P 500
Asset Class	equity	equity

Annual Returns

Year	IWM	SPY
2026 (YTD)	+15.4%	+8.2%

Wall Street Guru Holders

Gurus who hold this ETF directly in their 13F portfolio

IWM

Israel Englander
$10.0B
4.3%
Ken Griffin
$5.3B
0.9%
Paul Tudor Jones
$5.1B
9.5%
Goldman Sachs
$4.8B
0.5%
Ken Griffin
$3.7B
0.6%

SPY

JPMorgan Chase
$28.9B
1.9%
Ken Griffin
$24.2B
3.9%
Goldman Sachs
$23.8B
2.7%
Ken Griffin
$17.6B
2.9%
BlackRock
$13.2B
0.2%

Holdings Comparison

Overlap: 0/27 (0%) · IWM only: 10+ · SPY only: 10+

IWM only

BISXXBlackRock Funds III13.09%
BEBloom Energy Corp.0.65%
IONQIonQ, Inc.0.52%
SATSEchoStar Corp.0.51%
NXTNextpower, Inc.0.44%
KTOSKratos Defense & Secur0.43%
GHGuardant Health, Inc.0.43%
HLHecla Mining Co.0.42%
BBIOBridgebio Pharma, Inc.0.42%
CDECoeur Mining, Inc.0.39%

SPY only

NVDANVIDIA Corp7.75%
AAPLApple Inc6.87%
MSFTMicrosoft Corp6.15%
AMZNAmazon.com Inc3.84%
GOOGLAlphabet Inc3.12%
AVGOBroadcom Inc2.80%
GOOGAlphabet Inc2.50%
METAMeta Platforms Inc2.46%
TSLATesla Inc2.16%
JPMJPMorgan Chase & Co1.50%

Holdings as of 2025-12-31 (SEC N-PORT-P, top 30 by valUSD)

IWM See full holdings →SPY See full holdings →