IWM vs SCDV
iShares Russell 2000 ETF vs Bahl & Gaynor Small Cap Dividend ETF
Which is better, IWM or SCDV?
IWM has been ahead.
IWM has a lower expense ratio. IWM led over 1Y and the full window. IWM is less concentrated, with 3.5% of the fund in its ten largest positions against 48.0%.
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 | IWM | SCDV |
|---|---|---|
| Expense Ratio | 0.19%Best | 0.70% |
| AUM | $76.0B | $148M |
| Dividend Yield | 0.98% | 0.43% |
| Holdings | 1,972 | 40 |
| YTD Return | +9.82%Best | +6.54% |
| 1Y Return | +10.58%Best | +3.53% |
| 3Y Return (annualized) | +17.51% | - |
| 5Y Return (annualized) | +5.03% | - |
| Volatility (annualized) | 16.3% | 14.5%Best |
| Max Drawdown | -25.1% | -22.8%Best |
| $10,000 over 1.8 years | $11,769Best | $10,403 |
| Top 10 Weight | 3.5%Best | 48.0% |
| Fund Family | iShares by BlackRock (US) | Bahl & Gaynor |
| Category | Equity | Equity |
| Style | Small Cap Blend | Small Cap Blend |
| Inception | May 22, 2000 | Dec 11, 2024 |
Volatility and max drawdown, and the $10,000 over 1.8 years row, are measured over the window both funds cover: Dec 12, 2024 to Oct 14, 2026 (1.8 years).
IWM vs SCDV 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 1.8 years both funds cover.
IWM vs SCDV Performance
iShares Russell 2000 ETF (IWM) is an ETF from iShares by BlackRock (US) and Bahl & Gaynor Small Cap Dividend ETF (SCDV) is an ETF from Bahl & Gaynor. Over the past year IWM returned +10.58% while SCDV returned +3.53%. Year to date, IWM is up 9.82% versus a gain of 6.54% for SCDV.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IWM has been the more volatile fund, with annualized monthly volatility of 16.3% compared with 14.5% for SCDV. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -25.1% for IWM and -22.8% for SCDV. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.80. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IWM charges 0.19% per year while SCDV charges 0.70%. On a $10,000 position that is $19 vs $70 annually, a gap of $51 per year that compounds over a long holding period. On income, IWM currently yields 0.98% against 0.43% for SCDV.
Holdings Overlap
2.6% of IWM's money is in holdings SCDV also owns. 33.6% of SCDV's money is in holdings IWM also owns.
The two portfolios partly overlap.
16 positions in common, counted across the 1,973 positions we hold weights for in IWM and 36 in SCDV, against full books of 1,972 and 40.
What only one of them owns
Our book lists 19 positions for SCDV that do not appear in our book for IWM (62.5% of the fund), and 1,676 for IWM that do not appear in SCDV (93.6%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in IWM | Weight in SCDV | Difference |
|---|---|---|---|
| FSSFederal Signal Corp | 0.23% | 4.88% | 4.65% |
| VCTRVictory Receivables Corp | 0.16% | 4.59% | 4.43% |
| NPOEnpro Industries Inc | 0.23% | 4.46% | 4.23% |
| CPKChesapeake Utilities Corp | 0.10% | 2.43% | 2.33% |
| BCPCBalchem Corp | 0.18% | 2.33% | 2.15% |
| MOG.AMoog Inccommon Stock | 0.37% | 1.80% | 1.43% |
| USPHUs Physical Therapy Inc | 0.04% | 1.88% | 1.84% |
| FFBCFirst Financial Bank. | 0.11% | 1.74% | 1.63% |
| SXTSensient Technologies Corp | 0.19% | 1.62% | 1.43% |
| PSMTPricesmart Inc | 0.15% | 1.61% | 1.46% |
33.6% of SCDV is already inside IWM.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, IWM or SCDV?
IWM has an expense ratio of 0.19% while SCDV charges 0.70%. IWM is the cheaper option, by $51 a year on a $10,000 investment.
Which performed better, IWM or SCDV?
Over the past year IWM returned +10.58% vs +3.53% for SCDV, so IWM leads on 1-year performance. Over the longest common window we track (2 years), IWM annualized +9.47% vs +2.22% for SCDV. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IWM or SCDV?
IWM has been the more volatile fund at 16.3% annualized versus 14.5% for SCDV. Worst drawdown: IWM -25.1% vs SCDV -22.8%.
Should I hold both IWM and SCDV?
IWM and SCDV have a monthly-return correlation of 0.80, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between IWM and SCDV?
33.6% of SCDV's money is in holdings IWM also owns. 33.6% of SCDV's is in holdings IWM also owns. They hold 16 positions in common, counted across the 1,973 positions we hold weights for in IWM and 36 in SCDV.
Which pays a higher dividend, IWM or SCDV?
IWM yields 0.98% while SCDV yields 0.43%, so IWM currently pays the higher dividend yield.
Is SCDV better than IWM?
IWM has a lower expense ratio. IWM led over 1Y and the full window. IWM is less concentrated, with 3.5% of the fund in its ten largest positions against 48.0%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.