iShares Russell 2000 ETF Charges 0.19% Fee as Small-Caps Benefit from Rotation
IWM•iShares Russell 2000 ETF carries a 0.19% expense ratio versus 0.18% for Invesco QQQ Trust, targeting broad small-cap growth and value stocks relative to QQQ’s tech-heavy index. The S&P 500’s 9.3% year-to-date gain and record forward earnings have spurred broad rotation beyond mega-cap technology, potentially bolstering Russell 2000 outperformance.
1. ETF Comparison
iShares Russell 2000 ETF carries a 0.19% expense ratio on a portfolio of small-cap growth and value stocks, while Invesco QQQ Trust charges 0.18% and tracks the largest non-financial Nasdaq leaders, giving QQQ a heavier technology concentration.
2. Market Rotation and Small-Cap Outlook
The S&P 500’s 9.3% year-to-date gain and record forward earnings have fueled broader market rotation beyond mega-cap technology, potentially enhancing demand for small-cap benchmarks like the Russell 2000 ETF, though narrower liquidity and less earnings visibility could amplify volatility.
