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IWM vs VIOO: Performance & Backtest Comparison
VIOO delivered the higher return - 12.01% CAGR vs 11.22% - over 2010-10-31 → 2026-07-31.
Growth comparison
Drawdown
Annual returns
| IWM | VIOO | |
|---|---|---|
| Name | iShares Russell 2000 Index Fund | Vanguard S&P Small-Cap 600 ETF |
| CAGR | 11.22% | 12.01% |
| Total return | 438.82% | 502.50% |
| Volatility | 19.18% | 18.93% |
| Max drawdown | -32.29%Mar 2020 | -36.10%Mar 2020 |
| Sharpe | 0.58 | 0.62 |
| Sortino | 0.85 | 0.94 |
| Best year | 38.69% | 41.28% |
| Worst year | -20.84% | -16.27% |
| Final balance | $53,882 | $60,250 |
Correlation of monthly returns: 0.98. Wondering if you need both? Check their fund overlap →
All figures are total returns: every dividend and distribution is reinvested on its ex-date, and prices are split-adjusted. See the methodology.
Frequently asked questions
Which has performed better, IWM or VIOO?
Over 2010-10-31 to 2026-07-31, VIOO performed better: 12.01% annualized versus 11.22% for IWM, with dividends reinvested. Past performance does not guarantee future results.
How similar are IWM and VIOO?
Their monthly returns have a correlation of 0.98 over the common period. IWM is iShares Russell 2000 Index Fund; VIOO is Vanguard S&P Small-Cap 600 ETF.
Which is riskier, IWM or VIOO?
Over the common period IWM had 19.18% annualized volatility and a -32.29% max drawdown, versus 18.93% and -36.10% for VIOO.