iShares Russell 2000 ETF vs Upstart Holdings Inc — how do they compare? iShares Russell 2000 ETF trades at $278.56 (market cap $77.70B), while Upstart Holdings Inc trades at $24.23 (market cap $2.35B). The key difference: iShares Russell 2000 ETF is far larger — about 33.1× Upstart Holdings Inc's market cap, and iShares Russell 2000 ETF is trading nearer its 52-week high, Upstart Holdings Inc nearer its low. Which is the better fit depends on your goals — on Pluang, investors hold iShares Russell 2000 ETF for 83 Days and Upstart Holdings Inc for 39 Days on average.
| IWM | UPST | |
|---|---|---|
Market Cap | $77.70B | $2.35B |
Volume | 35,598,983 | 4,203,337 |
52-Week High | $305.06 | $52.74 |
52-Week Low | $229.13 | $22.81 |
Typical Hold Time | 83 Days | 39 Days |
Sector | — | Financials |
Enterprise Value | — | $3.88B |
Signals from Pluang's Aura AI — not financial advice
IWM trades at $278.05, up 0.12% with bearish technical signals from moving averages. The small-cap ETF faces headwinds from Federal Reserve rate hikes and underperformance relative to large-cap indices. Recent news highlights IWM's decade-long trailing of the S&P 500 while carrying higher risk, with institutional selling pressure evident from Envestnet's 4.6% stake reduction in Q3 2026.
Small-cap exposure offers diversification but faces near-term pressure from tightening financial conditions. The ETF's broad Russell 2000 composition includes unprofitable companies, creating performance drag. Upside potential exists if economic conditions improve, but current momentum favors large-caps amid rising interest rates and energy price volatility.
Upstart Holdings (UPST) trades at $24.02, up 0.67% with mixed technical signals showing bearish momentum but neutral oscillators. The company reported revenue growth to $1.02B in 2025 with a return to profitability ($53.6M net income), though recent quarters show earnings misses. Analyst sentiment is divided with a $39.50 consensus target, while recent news highlights partnership expansions and sector volatility affecting consumer lending stocks.
The outlook balances AI-driven lending growth against credit market risks and earnings volatility. Investment opportunity lies in valuation upside if execution improves, but risks include debt levels rising to 61.48% of assets and consistent earnings underperformance. The stock's proximity to recent lows suggests cautious investor sentiment amid sector headwinds.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
Latest headlines on both assets
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 →Upstart Holdings Inc provides credit services. The company provides a proprietary, cloud-based, artificial intelligence lending platform. The platform aggregates consumer demand for loans and connects it to the network of Upstart AI-enabled bank partners. The revenue of the company is primarily comprised of fees paid by banks.
Read more on UPST →