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IWM vs. RSP

iShares Russell 2000 ETF

IWM
$
Today’s Change
()
vs

Invesco S&P 500 Equal Weight ETF

RSP
$
Today’s Change
()

Correlation

1M
3M
6M
YTD
1Y
3Y
Max

Performance Measures**

for the time period May 26, 2000 to Dec 16, 2025

Returns

1M Trailing Return:

3M Trailing Return:

IWM

7.7%

5.2%

RSP

4.0%

2.7%

Diff.

+3.7%

+2.5%

Measures of Risk or Volatility

Max Drawdown:

Standard Deviation:

IWM

-59.0%

24.0%

RSP

-59.9%

19.9%

Diff.

+0.9%

+4.1%

Measures of Risk-Adjusted Performance

Sharpe Ratio:

Calmar Ratio:

IWM

0.45

0.14

RSP

0.63

0.19

Diff.

-0.18

-0.05

IWMiShares Russell 2000 ETF
RSPInvesco S&P 500 Equal Weight ETF

What is IWM?

The iShares Russell 2000 Index Fund seeks investment results that correspond generally to the price and yield performance before fees and expenses of the small capitalization sector of the U.S. equity market as represented by the Russell 2000 Index. The index represents the approximately 2000 smallest companies in the Russell 3000 Index.

Snapshot
**

IWM iShares Russell 2000 ETF
RSP Invesco S&P 500 Equal Weight ETF
Inception date
May 22, 2000
Apr 24, 2003
Expense ratio
0.19%
0.2%
IWM has a lower expense ratio than RSP by 0.01%. This can indicate that it’s cheaper to invest in IWM than RSP.
Type
US Equities
US Equities
IWM targets investing in US Equities, while RSP targets investing in US Equities.
Fund owner
Blackrock (iShares)
Invesco
IWM is managed by Blackrock (iShares), while RSP is managed by Invesco.
Volume (1m avg. daily)
$4,463,198,665
$616,655,599
Both IWM and RSP 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
$50,549,436,527
$40,657,630,595
IWM has more assets under management than RSP by $9,891,805,932. Higher AUM can be associated with better liquidity and lower slippage in trading.
Associated index
Russell 2000 Index
S&P 500 Equal Weighted Index
IWM is based off of the Russell 2000 Index, while RSP is based off of the S&P 500 Equal Weighted Index
Inverse/Leveraged
No
No
Neither IWM nor RSP use an inverse or leveraged strategy.
Passive/Active
Passive
Passive
IWM and RSP 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
IWM and RSP may offer dividends. The frequency and yield of the dividend may not be the same.
Prospectus
Neither IWM nor RSP require a K1.

Trading Strategies
Related toIWM

Modified Foreign Rat

Category

Tactical asset allocation, volatility regime, leveraged ETFs, mean reversion, trend following, emerging markets, hedged/cash, daily rebalance

OOS Cumulative Return

574.54%

Trading Strategies
Related toRSP

Michael B Meets Dalio w/ Pop Bots 2.1.0

Category

Multi-asset, trend-following, momentum, risk-managed, sector rotation, commodities, bonds, leveraged ETFs, volatility hedge

OOS Cumulative Return

122.12%

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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.