Compare iShares Russell 2000 ETF (IWM) vs Otis Worldwide Corp (OTIS) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
iShares Russell 2000 ETF vs Otis Worldwide Corp — how do they compare? iShares Russell 2000 ETF trades at $303.34, while Otis Worldwide Corp trades at $72.95 (market cap $28.16B). The key difference: Otis Worldwide Corp pays a 2.38% dividend while iShares Russell 2000 ETF pays none, and iShares Russell 2000 ETF is trading nearer its 52-week high, Otis Worldwide Corp nearer its low. Which is the better fit depends on your goals.
| IWM | OTIS | |
|---|---|---|
52-Week High | $303.49 | $93.62 |
52-Week Low | $225.45 | $69.34 |
Market Cap | — | $28.16B |
Sector | — | Industrials |
Enterprise Value | — | $36.19B |
Dividend Yield | — | 2.38% |
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
IWM, tracking the Russell 2000 small-cap index, trades at $302.71, up 0.56% with strong technical momentum indicated by bullish moving averages. The ETF benefits from institutional favor due to deep liquidity and options markets, with small caps outperforming large caps in 2026. Recent news highlights robust year-to-date returns of approximately 20% for the Russell 2000, though some articles question IWM's cost efficiency versus alternatives.
Outlook remains positive as small caps broaden the market rally, supported by Vanguard and Fidelity research suggesting prolonged outperformance over large caps. Key risks include economic sensitivity of small companies and potential moderation in pace. Institutional accumulation, like Avior Wealth's 47.9% stake increase, signals confidence, but investors should weigh higher volatility and fee comparisons.
Otis Worldwide (OTIS) trades at $73.03, down slightly by 0.01% on the day, with a bullish technical signal from moving averages but neutral oscillators. The company reported mixed Q2 2026 results, beating revenue estimates but missing EPS expectations and cutting full-year guidance due to margin pressures. Service segment growth remains strong, with modernization up 24%, while new equipment demand faces headwinds. Valuation ratios include a P/E of 19.02 and P/S of 1.93, below historical averages after a 19% year-to-date decline. Recent news highlights Otis as a defensive play amid market volatility, with dividends of $0.44 per share declared for H1 and H2 2026.
The outlook for OTIS is cautiously optimistic, with analyst consensus pointing to a $92.50 price target and a balanced buy/hold rating split. Upside potential exists from service segment momentum and attractive valuations, but risks include persistent margin pressure from labor costs, weak new equipment demand in China, and high debt levels with a debt-to-asset ratio of 75.54% in 2025. Investors should weigh strong cash flow from operations against guidance cuts and competitive challenges.
Returns comparison
Trailing returns across standard periods
Returns comparison
Trailing returns across standard periods
Top news
Latest headlines on both assets
Top news
Latest headlines on both assets
About iShares Russell 2000 ETF
The ETF is designed to track the performance of the securities and the stocks in the Russell 2000 Index. To maintain the composition and weightings, the advisor adjusts the ETF from time to time to conform to periodic changes in the index target.
Read more on IWM →About Otis Worldwide Corp
Otis is the largest global elevator and escalator supplier by revenue with around one quarter of share excluding Japan. In 1854 Otis' founder and namesake, Elisha Graves Otis, invented a safety mechanism that prevented elevators from falling if the hoisting cable failed.The company's product and service lifecycle begins with installations of elevator units in new buildings, later selling maintenance services on the units, and eventually replacement of the units after the average 15-20 year useful life of an elevator. As the largest global OEM, over decades Otis has built a base of 2 million elevators under service. Its business model is much the same as that of its competitors Kone, Schindler, and Thyssenkrupp.
Read more on OTIS →
