IWMW vs VTI
iShares Russell 2000 BuyWrite ETF vs Vanguard Morningstar Total Stock Market ETF
Which is better, IWMW or VTI?
Small Cap Blend against Large Cap Blend.
VTI has a lower expense ratio. VTI led over 1Y and the full window.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | IWMW | VTI |
|---|---|---|
| Expense Ratio | 0.39% | 0.03%Best |
| AUM | $57M | $666.9B |
| Dividend Yield | 20.34% | 1.03% |
| Holdings | 4 | 3,543 |
| YTD Return | -2.10% | +13.60%Best |
| 1Y Return | -0.52% | +18.17%Best |
| 3Y Return (annualized) | - | +23.04% |
| 5Y Return (annualized) | - | +12.14% |
| Volatility (annualized) | 12.3%Tie | 12.3%Tie |
| Max Drawdown | -21.8% | -19.3%Best |
| $10,000 over 2.5 years | $11,059 | $15,367Best |
| Fund Family | iShares by BlackRock (US) | Vanguard (US) |
| Category | Equity | Equity |
| Style | Small Cap Blend | Large Cap Blend |
| Inception | Mar 14, 2024 | May 24, 2001 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 2.5 years row, are measured over the window both funds cover: Mar 15, 2024 to Sep 25, 2026 (2.5 years).
IWMW vs VTI growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 2.5 years both funds cover.
IWMW vs VTI Performance
iShares Russell 2000 BuyWrite ETF (IWMW) is an ETF from iShares by BlackRock (US) and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year IWMW returned -0.52% while VTI returned +18.17%. Year to date, IWMW is down 2.10% versus a gain of 13.60% for VTI.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IWMW and VTI have been equally volatile, both at 12.3% annualized.
The deepest peak-to-trough decline in our data was -21.8% for IWMW and -19.3% for VTI. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.77. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IWMW charges 0.39% per year while VTI charges 0.03%. On a $10,000 position that is $39 vs $3 annually, a gap of $36 per year that compounds over a long holding period. On income, IWMW currently yields 20.34% against 1.03% for VTI.
Holdings Overlap
We hold position weights for 2 holdings in IWMW and 3,463 in VTI, totalling 100.1% and 98.1% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 2 positions we hold weights for in IWMW and 3,463 in VTI, against full books of 4 and 3,543.
You are not choosing between two funds in isolation.
Whichever of IWMW and VTI you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, IWMW or VTI?
IWMW has an expense ratio of 0.39% while VTI charges 0.03%. VTI is the cheaper option, by $36 a year on a $10,000 investment.
Which performed better, IWMW or VTI?
Over the past year IWMW returned -0.52% vs +18.17% for VTI, so VTI leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IWMW or VTI?
IWMW and VTI have been equally volatile, both at 12.3% annualized. Worst drawdown: IWMW -21.8% vs VTI -19.3%.
Should I hold both IWMW and VTI?
IWMW and VTI have a monthly-return correlation of 0.77, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, IWMW or VTI?
IWMW yields 20.34% while VTI yields 1.03%, so IWMW currently pays the higher dividend yield.
Is VTI better than IWMW?
VTI has a lower expense ratio. VTI led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.