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Forget IWM: The Small-Cap Fund That Screens Out Money-Losers Charges 84% Less, and It’s Winning by 2.5 Points

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FOMOGRAM Editorial Desk
Aug 8, 2026
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Forget IWM: The Small-Cap Fund That Screens Out Money-Losers Charges 84% Less, and It’s Winning by 2.5 Points
EXECUTIVE SUMMARY

IWM dominates small-cap portfolios by sheer habit, but a rival ETF with stricter admission standards has quietly beaten it across every major time horizon while charging a fraction of the fee.

IWM dominates small-cap portfolios by sheer habit, but a rival ETF with stricter admission standards has quietly beaten it across every major time horizon while charging a fraction of the fee.

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