In 2026, small-cap ETFs like iShares Russell 2000 (IWM) and iShares Core S&P Small-Cap (IJR) have outperformed broader markets, with IJR up 4.53% and IWM up 2.26% year-to-date. The key difference lies in their selection criteria: IWM includes unprofitable companies, while IJR requires profitability, resulting in a higher-quality portfolio and lower fees for IJR. This makes IJR a better choice for long-term investors seeking quality and cost efficiency, while IWM remains suited for those needing to track the Russell 2000 benchmark or trade options.
The Columbia Seligman Premium Technology Growth (STK) closed-end fund is trading at its widest discount to net asset value in over ten years, currently 7.9%, driven by recent tech sector volatility and profit-taking. Despite a market pause since mid-...
The iShares Russell 2000 ETF (IWM) charges a 0.19% expense ratio, significantly higher than similar ETFs like Vanguard's VTWO and iShares Core's IJR, which charge about a third of that. Beyond fees, IWM suffers from an annual drag due to the Russell ...
