IWM vs TSEE

IWM vs TSEE

Which is better, IWM or TSEE?

IWM costs less.

IWM has a lower expense ratio. IWM is less concentrated, with 3.5% of the fund in its ten largest positions against 14.7%.

Lower Fees: IWMLess Concentrated: IWM

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

MetricIWMTSEE
Expense Ratio0.19%Best0.59%
AUM$76.0B$10M
Dividend Yield0.98%0.00%
Holdings1,972220
YTD Return+9.82%Best-4.78%
1Y Return+10.58%-
3Y Return (annualized)+17.51%-
5Y Return (annualized)+5.03%-
Top 10 Weight3.5%Best14.7%
Fund FamilyiShares by BlackRock (US)T.Rowe Price
CategoryEquityEquity
StyleSmall Cap BlendSmall Cap Blend
InceptionMay 22, 2000Sep 16, 2026

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.

IWM vs TSEE 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

IWM vs TSEE Performance

iShares Russell 2000 ETF (IWM) is an ETF from iShares by BlackRock (US) and T. Rowe Price Small-Cap ETF (TSEE) is an ETF from T.Rowe Price. Year to date, IWM is up 9.82% versus a loss of 4.78% for TSEE.

Past performance does not guarantee future results.

Fees and Cost Over Time

IWM charges 0.19% per year while TSEE charges 0.59%. On a $10,000 position that is $19 vs $59 annually, a gap of $40 per year that compounds over a long holding period. On income, IWM currently yields 0.98% against 0.00% for TSEE.

Holdings Overlap

IWM already in TSEE17.6%
TSEE already in IWM59.6%

17.6% of IWM's money is in holdings TSEE also owns. 59.6% of TSEE's money is in holdings IWM also owns.

The two portfolios partly overlap.

138 positions in common, counted across the 1,973 positions we hold weights for in IWM and 220 in TSEE, against full books of 1,972 and 220.

What only one of them owns

Our book lists 62 positions for TSEE that do not appear in our book for IWM (30.9% of the fund), and 1,554 for IWM that do not appear in TSEE (78.5%).

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

StockWeight in IWMWeight in TSEEDifference
IDCCInterdigital Inc0.30%1.58%1.28%
DYNDynegy0.08%1.76%1.68%
BTSGBrightspring Health0.32%1.30%0.98%
KYMRKymera Therapeutics Inc0.23%1.27%1.04%
FCFSFirstcash Inc0.29%1.19%0.90%
OSCROscar Health, Inc.0.24%1.19%0.95%
MGYMagnolia Oil & Gas Corp0.19%1.15%0.96%
CTRECaretrust Reit Inc Reit Usd.010.29%1.04%0.75%
IMNMImmunome Inc0.07%1.25%1.18%
GOGrocery Outlet Holding Corp0.04%1.27%1.23%

59.6% of TSEE 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.

IWMTSEE

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IWM or TSEE?

IWM has an expense ratio of 0.19% while TSEE charges 0.59%. IWM is the cheaper option, by $40 a year on a $10,000 investment.

What is the holdings overlap between IWM and TSEE?

59.6% of TSEE's money is in holdings IWM also owns. 59.6% of TSEE's is in holdings IWM also owns. They hold 138 positions in common, counted across the 1,973 positions we hold weights for in IWM and 220 in TSEE.

Which pays a higher dividend, IWM or TSEE?

IWM yields 0.98% while TSEE yields 0.00%, so IWM currently pays the higher dividend yield.

Is TSEE better than IWM?

IWM has a lower expense ratio. IWM is less concentrated, with 3.5% of the fund in its ten largest positions against 14.7%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.