2 hours ago
2
Jeff Santoro, The Motley Fool
Sat, December 20, 2025 astatine 3:27 PM CST 5 min read
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IWN has delivered a higher one-year full instrumentality but carries a somewhat higher disbursal ratio than SLYV
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IWN holds implicit 3 times arsenic galore stocks, resulting successful broader assemblage diversification
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Both ETFs absorption connected small-cap worth stocks but disagree successful assemblage weightings and apical holdings
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These 10 stocks could mint the adjacent question of millionaires ›
The iShares Russell 2000 Value ETF (NYSEMKT:IWN) charges a higher disbursal ratio and holds a overmuch broader portfolio than the State Street SPDR S&P 600 Small Cap Value ETF (NYSEMKT:SLYV), but has outperformed implicit the past year.
Both the State Street SPDR S&P 600 Small Cap Value ETF and the iShares Russell 2000 Value ETF people U.S. small-cap worth stocks, appealing to investors seeking vulnerability to the worth origin among smaller companies. While SLYV tracks the S&P SmallCap 600 Value Index, IWN follows the Russell 2000 Value Index, resulting successful differences successful assemblage allocation, portfolio breadth, and caller show that are worthy examining.
| Issuer | SPDR | IShares |
| Expense ratio | 0.15% | 0.24% |
| 1-yr instrumentality (as of Dec 19, 2025) | 6.4% | 13.4% |
| Dividend yield | 2.1% | 1.7% |
| AUM | $4.2 billion | $12.5 billion |
Beta measures terms volatility comparative to the S&P 500; beta is calculated from five-year play returns. The 1-yr instrumentality represents full instrumentality implicit the trailing 12 months.
SLYV is the much affordable enactment successful presumption of fees, portion IWN costs 0.09 percent points much annually. SLYV besides offers a somewhat higher dividend yield, which whitethorn entreaty to income-focused investors.
| Max drawdown (5 y) | -29.6% | -29.0% |
| Growth of $1,000 implicit 5 years | $1,420 | $1,414 |
IWN tracks the Russell 2000 Value Index and presently holds 1,407 stocks, making it 1 of the broadest small-cap worth ETFs available. Its assemblage premix leans astir heavy toward fiscal services (27%), industrials (13%), and wellness attraction (11%), portion apical positions see Blk Csh Fnd Treasury Sl Agency (XTSLA), Echostar (NASDAQ:SATS), and Hecla Mining (NYSE:HL). With implicit 25 years connected the marketplace and $12.5 cardinal successful assets nether absorption (AUM), it offers heavy liquidity and wide marketplace exposure.
SLYV, by contrast, tracks the S&P SmallCap 600 Value Index and owns 454 companies, with a assemblage tilt toward fiscal services (23%), user cyclicals (16%), and industrials (15%). Its apical holdings are Borgwarner (NYSE:BWA), Hecla Mining, and Lincoln National (NYSE:LNC), reflecting a somewhat much concentrated attack to small-cap worth stocks.
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