Find Comparable ETFs for iShares Russell 2000 ETF
iShares Russell 2000 ETF
IWM - PCXVanguard S&P Small-Cap 600 Index Fund ETF Shares
VIOO - PCXTracking the S&P SmallCap 600, VIOO provides similar small-cap exposure and investment characteristics, making it a suitable alternative to IWM.
correlation
Measures how closely the two assets' prices move together over time. A high correlation suggests similar market reactions and investor sentiment.
Pearson Correlation: 97%
R-squared: 94%
This indicates a strong positive relationship between the price movements of these assets.
network
Evaluates the overlap in business networks, partnerships, and industry relationships, indicating similarity in market positioning and competitive landscape.
- Common comparables: 3
- IWM in VIOO's comparables: No
- VIOO in IWM's comparables: Yes
A high score suggests the assets are often compared to each other and share many industry peers, indicating similar competitive environments and market perceptions.
valuation
Compares valuation metrics to assess if the assets are valued similarly by the market, indicating comparable investor expectations and perceived growth potential.
- P/E Ratio: 10.96 vs 12.60
A high score indicates that the market values these assets similarly relative to their financials, suggesting comparable growth expectations and risk profiles.
volatility
Compares price volatility and risk profiles, indicating similarity in market behavior, risk, and potential for price swings.
- IWM Beta: 1.15 (Average)
- VIOO Beta: 1.15 (Average)
- IWM 200-day Volatility: 19.81%
- VIOO 200-day Volatility: 18.75%
A high score suggests both assets have similar sensitivity to market movements, implying comparable risk levels and potential for both gains and losses.
momentum
Compares recent price momentum, showing similarity in short-term market performance and investor sentiment.
- IWM Price vs 200-day MA: 94%
- VIOO Price vs 200-day MA: 94%
Performance Comparison:
| Period | IWM | VIOO |
|---|---|---|
| Year_1 | 9% | 9% |
| Year_3 | -1% | 2% |
| Year_5 | 8% | 9% |
A high score indicates both assets are experiencing similar price trends relative to their recent history, suggesting comparable market enthusiasm or concern.
geo
Evaluates the geographical similarity of the assets based on country, currency, and exchange.
- Currency: USD vs USD
- Exchange: PCX vs PCX
A high score indicates that both assets operate in similar geographical markets, facing comparable economic conditions, regulations, and market dynamics.
sector
Compares the sector, industry, and other classifications of both assets.
- ETF Category: Small Cap Blend Equities vs Small Cap Blend Equities
A high score indicates that the assets operate in similar business areas, facing comparable market conditions, regulatory environments, and industry trends.
Partial matches are considered for more nuanced comparisons, allowing for a higher score even when classifications are not identical but closely related.
dividend
Compares dividend policies, showing similarity in shareholder return strategies and income potential for investors.
- IWM Dividend Yield: 1%
- VIOO Dividend Yield: 1%
A high score indicates similar approaches to returning capital to shareholders, suggesting comparable appeal to income-focused investors.
Schwab Fundamental U.S. Small Company ETF
FNDA - PCXThis fund focuses on fundamentally weighted small-cap stocks, offering a different approach within the small-cap equity space, but still comparable to IWM's focus.
correlation
Measures how closely the two assets' prices move together over time. A high correlation suggests similar market reactions and investor sentiment.
Pearson Correlation: 98%
R-squared: 95%
This indicates a strong positive relationship between the price movements of these assets.
network
Evaluates the overlap in business networks, partnerships, and industry relationships, indicating similarity in market positioning and competitive landscape.
- Common comparables: 3
- FNDA in IWM's comparables: Yes
- IWM in FNDA's comparables: No
A high score suggests the assets are often compared to each other and share many industry peers, indicating similar competitive environments and market perceptions.
valuation
Compares valuation metrics to assess if the assets are valued similarly by the market, indicating comparable investor expectations and perceived growth potential.
- P/E Ratio: 12.20 vs 10.96
A high score indicates that the market values these assets similarly relative to their financials, suggesting comparable growth expectations and risk profiles.
volatility
Compares price volatility and risk profiles, indicating similarity in market behavior, risk, and potential for price swings.
- FNDA Beta: 1.19 (Average)
- IWM Beta: 1.15 (Average)
- FNDA 200-day Volatility: 17.78%
- IWM 200-day Volatility: 19.81%
A high score suggests both assets have similar sensitivity to market movements, implying comparable risk levels and potential for both gains and losses.
momentum
Compares recent price momentum, showing similarity in short-term market performance and investor sentiment.
- FNDA Price vs 200-day MA: 95%
- IWM Price vs 200-day MA: 94%
Performance Comparison:
| Period | FNDA | IWM |
|---|---|---|
| Year_1 | 9% | 9% |
| Year_3 | 4% | -1% |
| Year_5 | 10% | 8% |
A high score indicates both assets are experiencing similar price trends relative to their recent history, suggesting comparable market enthusiasm or concern.
geo
Evaluates the geographical similarity of the assets based on country, currency, and exchange.
- Currency: USD vs USD
- Exchange: PCX vs PCX
A high score indicates that both assets operate in similar geographical markets, facing comparable economic conditions, regulations, and market dynamics.
sector
Compares the sector, industry, and other classifications of both assets.
- ETF Category: Small Cap Blend Equities vs Small Cap Blend Equities
A high score indicates that the assets operate in similar business areas, facing comparable market conditions, regulatory environments, and industry trends.
Partial matches are considered for more nuanced comparisons, allowing for a higher score even when classifications are not identical but closely related.
dividend
Compares dividend policies, showing similarity in shareholder return strategies and income potential for investors.
- FNDA Dividend Yield: 1%
- IWM Dividend Yield: 1%
A high score indicates similar approaches to returning capital to shareholders, suggesting comparable appeal to income-focused investors.
Vanguard Small-Cap Index Fund ETF Shares
VB - PCXThe iShares Russell 2000 ETF tracks the performance of the small-cap segment of the U.S. equity market, similar to VB, and provides exposure to a broad range of small-cap stocks.
correlation
Measures how closely the two assets' prices move together over time. A high correlation suggests similar market reactions and investor sentiment.
Pearson Correlation: 97%
R-squared: 95%
This indicates a strong positive relationship between the price movements of these assets.
network
Evaluates the overlap in business networks, partnerships, and industry relationships, indicating similarity in market positioning and competitive landscape.
- Common comparables: 2
- IWM in VB's comparables: Yes
- VB in IWM's comparables: Yes
A high score suggests the assets are often compared to each other and share many industry peers, indicating similar competitive environments and market perceptions.
valuation
Compares valuation metrics to assess if the assets are valued similarly by the market, indicating comparable investor expectations and perceived growth potential.
- P/E Ratio: 10.96 vs 13.30
A high score indicates that the market values these assets similarly relative to their financials, suggesting comparable growth expectations and risk profiles.
volatility
Compares price volatility and risk profiles, indicating similarity in market behavior, risk, and potential for price swings.
- IWM Beta: 1.15 (Average)
- VB Beta: 1.14 (Average)
- IWM 200-day Volatility: 19.81%
- VB 200-day Volatility: 16.59%
A high score suggests both assets have similar sensitivity to market movements, implying comparable risk levels and potential for both gains and losses.
momentum
Compares recent price momentum, showing similarity in short-term market performance and investor sentiment.
- IWM Price vs 200-day MA: 94%
- VB Price vs 200-day MA: 97%
Performance Comparison:
| Period | IWM | VB |
|---|---|---|
| Year_1 | 9% | 10% |
| Year_3 | -1% | 1% |
| Year_5 | 8% | 9% |
A high score indicates both assets are experiencing similar price trends relative to their recent history, suggesting comparable market enthusiasm or concern.
geo
Evaluates the geographical similarity of the assets based on country, currency, and exchange.
- Currency: USD vs USD
- Exchange: PCX vs PCX
A high score indicates that both assets operate in similar geographical markets, facing comparable economic conditions, regulations, and market dynamics.
sector
Compares the sector, industry, and other classifications of both assets.
- ETF Category: Small Cap Blend Equities vs Small Cap Blend Equities
A high score indicates that the assets operate in similar business areas, facing comparable market conditions, regulatory environments, and industry trends.
Partial matches are considered for more nuanced comparisons, allowing for a higher score even when classifications are not identical but closely related.
dividend
Compares dividend policies, showing similarity in shareholder return strategies and income potential for investors.
- IWM Dividend Yield: 1%
- VB Dividend Yield: 1%
A high score indicates similar approaches to returning capital to shareholders, suggesting comparable appeal to income-focused investors.
iShares Core S&P Small-Cap ETF
IJR - PCXThe iShares Russell 2000 ETF targets the small-cap segment of the U.S. equity market, comparable to IJR in terms of market focus and investment style. It often serves as a benchmark for small-cap performance.
correlation
Measures how closely the two assets' prices move together over time. A high correlation suggests similar market reactions and investor sentiment.
Pearson Correlation: 98%
R-squared: 96%
This indicates a strong positive relationship between the price movements of these assets.
network
Evaluates the overlap in business networks, partnerships, and industry relationships, indicating similarity in market positioning and competitive landscape.
- Common comparables: 3
- IJR in IWM's comparables: Yes
- IWM in IJR's comparables: Yes
A high score suggests the assets are often compared to each other and share many industry peers, indicating similar competitive environments and market perceptions.
valuation
Compares valuation metrics to assess if the assets are valued similarly by the market, indicating comparable investor expectations and perceived growth potential.
- P/E Ratio: 11.90 vs 10.96
A high score indicates that the market values these assets similarly relative to their financials, suggesting comparable growth expectations and risk profiles.
volatility
Compares price volatility and risk profiles, indicating similarity in market behavior, risk, and potential for price swings.
- IJR Beta: 1.15 (Average)
- IWM Beta: 1.15 (Average)
- IJR 200-day Volatility: 18.69%
- IWM 200-day Volatility: 19.81%
A high score suggests both assets have similar sensitivity to market movements, implying comparable risk levels and potential for both gains and losses.
momentum
Compares recent price momentum, showing similarity in short-term market performance and investor sentiment.
- IJR Price vs 200-day MA: 94%
- IWM Price vs 200-day MA: 94%
Performance Comparison:
| Period | IJR | IWM |
|---|---|---|
| Year_1 | 9% | 9% |
| Year_3 | 2% | -1% |
| Year_5 | 9% | 8% |
A high score indicates both assets are experiencing similar price trends relative to their recent history, suggesting comparable market enthusiasm or concern.
geo
Evaluates the geographical similarity of the assets based on country, currency, and exchange.
- Currency: USD vs USD
- Exchange: PCX vs PCX
A high score indicates that both assets operate in similar geographical markets, facing comparable economic conditions, regulations, and market dynamics.
sector
Compares the sector, industry, and other classifications of both assets.
- ETF Category: Small Cap Blend Equities vs Small Cap Blend Equities
A high score indicates that the assets operate in similar business areas, facing comparable market conditions, regulatory environments, and industry trends.
Partial matches are considered for more nuanced comparisons, allowing for a higher score even when classifications are not identical but closely related.
dividend
Compares dividend policies, showing similarity in shareholder return strategies and income potential for investors.
- IJR Dividend Yield: 2%
- IWM Dividend Yield: 1%
A high score indicates similar approaches to returning capital to shareholders, suggesting comparable appeal to income-focused investors.
SPDR S&P 500 ETF Trust
SPY - PCX
correlation
Measures how closely the two assets' prices move together over time. A high correlation suggests similar market reactions and investor sentiment.
Pearson Correlation: 82%
R-squared: 67%
This indicates a strong positive relationship between the price movements of these assets.
network
Evaluates the overlap in business networks, partnerships, and industry relationships, indicating similarity in market positioning and competitive landscape.
- Common comparables: 0
- IWM in SPY's comparables: No
- SPY in IWM's comparables: No
A high score suggests the assets are often compared to each other and share many industry peers, indicating similar competitive environments and market perceptions.
valuation
Compares valuation metrics to assess if the assets are valued similarly by the market, indicating comparable investor expectations and perceived growth potential.
- P/E Ratio: 10.96 vs 17.86
A high score indicates that the market values these assets similarly relative to their financials, suggesting comparable growth expectations and risk profiles.
volatility
Compares price volatility and risk profiles, indicating similarity in market behavior, risk, and potential for price swings.
- IWM Beta: 1.15 (Average)
- SPY Beta: 1.00 (Average)
- IWM 200-day Volatility: 19.81%
- SPY 200-day Volatility: 11.69%
A high score suggests both assets have similar sensitivity to market movements, implying comparable risk levels and potential for both gains and losses.
momentum
Compares recent price momentum, showing similarity in short-term market performance and investor sentiment.
- IWM Price vs 200-day MA: 94%
- SPY Price vs 200-day MA: 104%
Performance Comparison:
| Period | IWM | SPY |
|---|---|---|
| Year_1 | 9% | 20% |
| Year_3 | -1% | 8% |
| Year_5 | 8% | 14% |
A high score indicates both assets are experiencing similar price trends relative to their recent history, suggesting comparable market enthusiasm or concern.
geo
Evaluates the geographical similarity of the assets based on country, currency, and exchange.
- Currency: USD vs USD
- Exchange: PCX vs PCX
A high score indicates that both assets operate in similar geographical markets, facing comparable economic conditions, regulations, and market dynamics.
sector
Compares the sector, industry, and other classifications of both assets.
- ETF Category: Small Cap Blend Equities vs Large Cap Growth Equities
A high score indicates that the assets operate in similar business areas, facing comparable market conditions, regulatory environments, and industry trends.
Partial matches are considered for more nuanced comparisons, allowing for a higher score even when classifications are not identical but closely related.
dividend
Compares dividend policies, showing similarity in shareholder return strategies and income potential for investors.
- IWM Dividend Yield: 1%
- SPY Dividend Yield: 1%
A high score indicates similar approaches to returning capital to shareholders, suggesting comparable appeal to income-focused investors.
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