IWMvsEESETF Comparison
VS
iShares Russell 2000 ETF (IWM) and WisdomTree U.S. SmallCap Fund (EES) belong to the same industry segment: US Small Cap. IWM's top 3 sector exposures are Finance, Healthcare and Technology. In contrast, EES's top sector exposures are Finance, Technology and Healthcare. IWM is less expensive with a Total Expense Ratio (TER) of 0.19%, versus 0.38% for EES. IWM is up 18.69% year-to-date (YTD) with -$7.68B in YTD flows. EES performs better with 19.22% YTD performance, and -$28M in YTD flows. Run a side-by-side ETF comparison of IWM and EES below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
Find out how industry players manage ETF portfolios. Discover our library of Model portfolios
IWM vs EES performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 07/24/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | IWM EES | -1.85%+1.78% | +5.39%+7.14% | +18.69%+19.22% | +31.54%+28.77% | +54.71%+48.42% | +40.68%+50.82% |
| Flows | IWM EES | -$2.60B- | -$1.76B-$13M | -$7.68B-$28M | -$5.18B-$50M | -$3.63B-$117M | -$4.98B-$96M |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | IWM EES | +18.47%+13.82% | +19.40%+16.61% | +21.23%+20.32% | +22.55%+21.31% |
| Max drawdown | IWM EES | -4.78%-3.62% | -11.03%-7.97% | -27.52%-26.88% | -31.96%-26.88% |
| Max drawdown duration | IWM EES | 16d16d | 82d64d | 289d379d | 1093d379d |
Trading data
IWM | EES | |
Last sale 7/27/2026 at 3:50 PM | $291.58 | $67.92 |
| Previous close 07/24/2026 | $291.17 | $67.24 |
| Consolidated volume 07/24/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of June 30, 2026
1-year trailing difference
Create an account to view replication metrics
Join for free
IWM | EES | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
Advertisement
Main metrics
Last update 7/27/2026 at 3:50 PM
Live
Closed
IWM | EES | |
|---|---|---|
| Last price | $291.58 | $67.92 |
| 1D performance | +0.14% | +1.01% |
| AuM | $78.67 B | $717.19 M |
| E/R | 0.19% | 0.38% |
Characteristics
IWM | EES | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | iShares | WisdomTree |
| Benchmark | Russell 2000 Index | WisdomTree U.S. SmallCap Index |
| N° of holdings | 1961 | 1436 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | May 22, 2000 | February 23, 2007 |
| ESG | No | No |
Advertisement
Exposure
Countries
IWM
USA
95.01%
Other
4.99%
EES
USA
95.73%
Other
4.27%
Sectors
IWM
Finance
25.48%
Healthcare
20.01%
Technology
12.88%
Industrials
11.47%
Other
30.16%
EES
Finance
28.03%
Technology
14.3%
Healthcare
9.82%
Consumer Cyclical.
9.51%
Industrials
8.31%
Other
30.03%
Advertisement
Diversification
IWM
Total weight of top 15 holdings out of 15
4.84%
EES
Total weight of top 15 holdings out of 15
9.77%
Top 15 holdings
Data as of June 30, 2026
IWM
Moog, Inc.
0.38%
Hut 8 Corp.
0.37%
ViaSat, Inc.
0.35%
BrightSpring Health Services, Inc.
0.35%
Cytokinetics, Inc.
0.35%
MaxLinear, Inc.
0.34%
Argan, Inc.
0.34%
UMB Financial Corp.
0.33%
JFrog Ltd.
0.31%
Riot Platforms, Inc.
0.30%
Krystal Biotech, Inc.
0.30%
ESCO Technologies, Inc.
0.29%
CareTrust REIT, Inc.
0.28%
Old National Bancorp
0.28%
FirstCash Holdings, Inc.
0.28%
EES
Venture Global, Inc.
1.22%
Organon & Co.
0.84%
Garrett Motion, Inc.
0.75%
Matson, Inc.
0.75%
BGC Group, Inc.
0.71%
Virtu Financial, Inc.
0.70%
Bread Financial Holdings, Inc.
0.69%
Crescent Energy Co.
0.58%
Levi Strauss & Co.
0.57%
Cabot Corp.
0.57%
Harley-Davidson, Inc.
0.52%
Enova International, Inc.
0.48%
Terex Corp.
0.47%
RingCentral, Inc.
0.46%
Stride, Inc.
0.46%
Frequently asked questions about IWM and EES
How have the IWM and EES ETFs performed in 2026?
As of July 24, 2026, IWM is up 18.69% year-to-date (YTD), while EES has returned 19.22%. That puts EES better performer ahead so far this year.
Which ETF is attracting more investor money: IWM or EES?
Year-to-date, the IWM ETF saw -$7.68B in flows, compared to -$28M for EES.
Which ETF is more volatile: IWM or EES?
Over the past year, IWM had a volatility of 19.4%, while EES experienced 16.61%.
Which ETF is bigger: IWM or EES?
As of July 24, 2026, IWM holds $78.67 B in assets under management (AUM), while EES manages $717.19 M.
What sectors do the IWM and EES ETFs invest in?
IWM leans toward sectors like Finance, Healthcare and Technology. Meanwhile, EES focuses on Finance, Technology and Healthcare.
What are the top holdings of the IWM ETF and EES ETF?
IWM top holdings include Moog, Inc., Hut 8 Corp. and ViaSat, Inc.. EES holds in its top three: Venture Global, Inc., Organon & Co. and Garrett Motion, Inc..
Which ETF is more diversified: IWM or EES?
IWM holds 1992 securities with 4.84% of its assets in the top 15. EES has 1438 securities and a top 15 weight of 9.77%.
Advertisement
Latest news about IWM & EES
Advertisement
MoneyShow Chart of the Day 6/27/25: Big Tech is SO Back. Again.
June 27, 2025
IWM
Advertisement
