IWO Outperforms SPY in Small-Cap Growth as Large-Cap Yields Lag

iShares Russell 2000 Growth ETF holds higher expense ratio but targets rapid expansion in small-cap equities versus SPY’s large-cap stability. The iShares Russell 2000 Growth ETF (IWO) focuses on small-cap companies with aggressive growth potential, contrasting with the SP

iShares Russell 2000 Growth ETF holds higher expense ratio but targets rapid expansion in small-cap equities versus SPY’s large-cap stability.

The iShares Russell 2000 Growth ETF (IWO) focuses on small-cap companies with aggressive growth potential, contrasting with the SPDR S&P 500 ETF Trust (SPY), which tracks large-cap stability. IWO’s expense ratio stands at 0.24%, nearly triple SPY’s 0.09%, while its yield trails at 0.40% versus SPY’s 1.00%.

IWO allocates heavily to Healthcare (25%), Technology (22%), and Industrials (21%), holding 1,093 companies, including top positions in Bloom Energy (3.71%) and Credo Technology (1.79%). SPY, meanwhile, tilts toward Technology (34%), Financial Services (12%), and Communication Services (10%), reflecting its large-cap benchmark.

IWO’s trailing-12-month dividend is $1.51 per share, launched in 2000, while SPY remains the global standard for large-cap domestic equity exposure.

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