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ETF Comparisons

IVV vs. IWM

iShares Core S&P 500 ETF

IVV
$--
vs

iShares Russell 2000 ETF

IWM
$--

Correlation

0.89

Compare with

Top 10 comparisons with IVV:
Compare:
IVV
Correlation
With:
IWM
iShares Russell 2000 ETF
0.89
SwitchSPYSSgA Active Trust - SPDR S&P 500 ETF Trust1.00VOOVanguard Group, Inc. - Vanguard S&P 500 ETF1.00SPXLDirexion Shares ETF Trust - Direxion Daily S&P 500 Bull 3X Shares1.00SSOProShares Trust - ProShares Ultra S&P500 2x Shares1.00UPROProShares Trust - ProShares UltraPro S&P 500 ETF 3x Shares1.00SPLGSPDR Series Trust - SPDR Portfolio S&P 500 ETF1.00VVVanguard Group, Inc. - Vanguard Large Cap ETF1.00SCHXSchwab Strategic Trust - Schwab U.S. Large-Cap ETF1.00SPUUDirexion Shares ETF Trust - Direxion Daily S&P 500 Bull 2X Shares1.00ESGUiShares Trust - iShares Trust iShares ESG Aware MSCI USA ETF1.00

Top 10 shared holdings

The top 10 holdings shared by IVV and IWM:

There are no shared holdings.
Invest with IVV
Learn more about IWM
IVViShares Core S&P 500 ETF
IWMiShares Russell 2000 ETF

What is IVV?

The iShares S&P 500 Index Fund seeks investment results that correspond generally to the price and yield performance before fees and expenses of U.S. large-cap stocks as represented by the Standard & Poors 500 Index.

Snapshot
**

IVV iShares Core S&P 500 ETF
IWM iShares Russell 2000 ETF
Inception date
May 15 2000
May 22 2000
Expense ratio
0.03%
0.19%
IVV has a lower expense ratio than IWM by 0.16%. This can indicate that it’s cheaper to invest in IVV than IWM.
Type
US Equities
US Equities
IVV targets investing in US Equities, while IWM targets investing in US Equities.
Fund owner
Blackrock (iShares)
Blackrock (iShares)
IVV is managed by Blackrock (iShares), while IWM is managed by Blackrock (iShares).
Volume (1m avg. daily)
$1,773,176,007
$4,463,198,665
Both IVV and IWM are considered high-volume assets. They’re less likely to be affected by issues like slippage and failed orders on Composer than low-volume assets.
AUM
$342,279,931,285
$50,549,436,527
IVV has more assets under management than IWM by $291,730,494,758. Higher AUM can be associated with better liquidity and lower slippage in trading.
Associated index
S&P 500 Index
Russell 2000 Index
IVV is based off of the S&P 500 Index, while IWM is based off of the Russell 2000 Index
Inverse/Leveraged
No
No
IVV and IWM use the same leverage ratio. Inverse and leveraged ETFs can be used to either take an opposite position or amplify returns of a given index.
Passive/Active
Passive
Passive
IVV and IWM both use a Passive investing strategy. In an actively managed fund, the fund manager makes decisions about how funds are invested. A passively managed fund typically tries to track or follow a market index.
Dividend
No
No
IVV and IWM may offer dividends. The frequency and yield of the dividend may not be the same.
Prospectus
View
View
Neither IVV nor IWM require a K1.
IVV and IWM’s Correlation
When ETFs are correlated, there are 3 main topics to analyze that will help you build your automated trading strategy: liquidity, expense, and risk.
  • Liquidity: In an active trading strategy (trading multiple time per week), it’s important to consider the liquidity of the ETF you’re using. Lower liquidity can mean more money lost in slippage. AUM and average daily volume are both indicators of liquidity.
  • Expense: Some ETFs are more expensive to use than others. For strategies that are focused on longer holding periods, it’s important to factor in how expensive it is to hold this ETF. Expense ratio is the main indicator of how expensive an ETF is.
  • Risk: Some ETFs will be highly correlated, but have varying degrees of returns, due to leverage. It’s important to consider if an ETF is using leverage or not. The main indicators of a riskier ETF will be the use of leverage and higher standard deviation or max drawdown in a backtest.

Automated Strategies
Related toIVV

#DSS

Diversify with Sin Stocks

Category

Grow Your Portfolio, Diversification

Risk Rating

Aggressive

Automated Strategies
Related toIWM

#BTD

Buy the Dips: Nasdaq 100

Category

Featured, Technology Focus

Risk Rating

Aggressive

Create your own algorithmic
trading strategy

Disclaimers

*

We show information directly obtained from our data provider, Xignite. Data shown here is provided by Xignite, an unaffiliated third party. Composer believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate.

**

We show information based on calculations performed by Composer using data from our provider. Information provided here is based on calculations performed by Composer using data sourced from Xignite, an unaffiliated third party. Composer believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.