IWMvsROSCETF Comparison
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iShares Russell 2000 ETF (IWM) belongs to the US Small Cap segment. Hartford Multifactor Small Cap ETF (ROSC) is part of the US Multi-Factor segment. Both ETFs have the same top 3 sector exposures: Finance, Healthcare and Technology. IWM is less expensive with a Total Expense Ratio (TER) of 0.19%, versus 0.34% for ROSC. IWM is up 19.43% year-to-date (YTD) with -$7.31B in YTD flows. ROSC performs better with 20.66% YTD performance, and +$18M in YTD flows. Run a side-by-side ETF comparison of IWM and ROSC below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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IWM vs ROSC performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 07/27/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | IWM ROSC | -2.02%+0.93% | +6.00%+8.14% | +19.43%+20.66% | +32.09%+34.24% | +56.52%+56.67% | +43.17%+62.69% |
| Flows | IWM ROSC | -$1.96B- | -$760M+$3M | -$7.31B+$18M | -$5.12B+$13M | -$3.49B+$9M | -$4.58B+$22M |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | IWM ROSC | +18.51%+12.77% | +19.45%+15.23% | +21.24%+18.16% | +22.54%+19.34% |
| Max drawdown | IWM ROSC | -4.78%-3.17% | -11.03%-7.65% | -27.52%-23.42% | -31.96%-23.42% |
| Max drawdown duration | IWM ROSC | 16d12d | 82d67d | 289d372d | 1093d372d |
Trading data
IWM | ROSC | |
Last sale 7/27/2026 at 1:30 PM | $292.91 | $56.29 |
| Previous close 07/27/2026 | $291.17 | $55.85 |
| Consolidated volume 07/27/2026 | ||
| 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
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IWM | ROSC | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 7/27/2026 at 1:30 PM
Live
Closed
IWM | ROSC | |
|---|---|---|
| Last price | $292.91 | $56.29 |
| 1D performance | +0.60% | +0.79% |
| AuM | $79.52 B | $61.87 M |
| E/R | 0.19% | 0.34% |
Characteristics
IWM | ROSC | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | iShares | Hartford Funds |
| Benchmark | Russell 2000 Index | Hartford Multifactor Small Cap Index |
| N° of holdings | 1961 | 307 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | May 22, 2000 | March 23, 2015 |
| ESG | No | No |
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Exposure
Countries
IWM
USA
95.01%
Other
4.99%
ROSC
USA
96.59%
Other
3.41%
Sectors
IWM
Finance
25.48%
Healthcare
20.01%
Technology
12.88%
Industrials
11.47%
Other
30.16%
ROSC
Finance
25.13%
Healthcare
20.05%
Technology
11.72%
Consumer Cyclical.
10.55%
Consumer Non-Cycl.
9.35%
Other
23.2%
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Diversification
IWM
Total weight of top 15 holdings out of 15
4.84%
ROSC
Total weight of top 15 holdings out of 15
15.61%
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%
ROSC
Garrett Motion, Inc.
1.55%
BrightSpring Health Services, Inc.
1.36%
Catalyst Pharmaceuticals, Inc.
1.14%
Indivior Pharmaceuticals, Inc.
1.14%
National HealthCare Corp.
1.13%
Organon & Co.
1.07%
Pediatrix Medical Group, Inc.
1.05%
Harmony Biosciences Holdings, Inc.
1.04%
Frequency Electronics, Inc.
0.94%
Benchmark Electronics, Inc.
0.89%
A10 Networks, Inc.
0.89%
Tactile Systems Technology, Inc.
0.87%
United Fire Group, Inc.
0.87%
Dillard's, Inc.
0.86%
Rush Enterprises, Inc.
0.81%
Frequently asked questions about IWM and ROSC
How have the IWM and ROSC ETFs performed in 2026?
As of July 27, 2026, IWM is up 19.43% year-to-date (YTD), while ROSC has returned 20.66%. That puts ROSC better performer ahead so far this year.
Which ETF is attracting more investor money: IWM or ROSC?
Year-to-date, the IWM ETF saw -$7.31B in flows, compared to +$18M for ROSC.
Which ETF is more volatile: IWM or ROSC?
Over the past year, IWM had a volatility of 19.45%, while ROSC experienced 15.23%.
Which ETF is bigger: IWM or ROSC?
As of July 27, 2026, IWM holds $79.52 B in assets under management (AUM), while ROSC manages $61.87 M.
What sectors do the IWM and ROSC ETFs invest in?
IWM leans toward sectors like Finance, Healthcare and Technology. Meanwhile, ROSC focuses on Finance, Healthcare and Technology.
What are the top holdings of the IWM ETF and ROSC ETF?
IWM top holdings include Moog, Inc., Hut 8 Corp. and ViaSat, Inc.. ROSC holds in its top three: Garrett Motion, Inc., BrightSpring Health Services, Inc. and Catalyst Pharmaceuticals, Inc..
Which ETF is more diversified: IWM or ROSC?
IWM holds 1992 securities with 4.84% of its assets in the top 15. ROSC has 307 securities and a top 15 weight of 15.61%.
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Latest news about IWM & ROSC
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