IWM vs OVS
iShares Russell 2000 ETF compared with Overlay Shares Small Cap Equity ETF on yield, payout growth, payment schedule, cost and risk.
IWM
iShares Russell 2000 ETF
TTM yield · Quarterly
OVS
Overlay Shares Small Cap Equity ETF
TTM yield · Monthly
Quick take
- OVS yields more today: 11.07% vs 1.09% (forward).
- OVS has grown its payout faster: 26.2%/yr vs 6.2%/yr over the last 5 years.
- IWM pays every quarter; OVS pays every month.
- Over the last year OVS delivered the higher total return: +18.6% vs +15.1% (price change plus payouts).
- IWM is cheaper to own: 0.19% vs 0.83% expense ratio.
Generated from the latest data on both pages. Not a recommendation.
Side by side
| Metric | IWM | OVS |
|---|---|---|
| Share price | $275.75 | $38.72 |
| TTM yield | 0.99% | 9.22% |
| Forward yield | 1.09% | 11.07% |
| Annual payout per share | $3.00 | $4.2852 |
| Payment frequency | Quarterly | Monthly |
| Next ex-date | Dec 15, 2026 (est.) | Oct 29, 2026 (est.) |
| Expense ratio | 0.19% | 0.83% |
| 1-year payout growth | +13.4% | +159.7% |
| 5-year payout CAGR | +6.2% | +26.2% |
| Consecutive years of increases | 1 year | 0 years |
| Payout consistency (last 12) | 81/100 | 87/100 |
| 1-year total return | +15.1% | +18.6% |
| 1-year price return | +14.0% | +8.6% |
| Size (market cap / AUM) | 78.0B | 39.2M |
| Years paying | 26.3 | 6.8 |
| Sector / category | Small Blend | Small Blend |
✓ marks the more favourable figure where one exists (higher yield, growth, streak, consistency, return and size; lower cost, payout ratio and risk).
$10,000 invested today
| IWM | OVS | |
|---|---|---|
| Shares | 36.3 | 258.3 |
| Income per year | $109 | $1,107 |
| Income per month (avg) | $9 | $92 |
Next payments
| Ex-date | Pay date | Per share | Status |
|---|---|---|---|
| IWM Dec 15, 2026 | Dec 29, 2026 | $0.75 | Est. |
| IWM Mar 16, 2027 | Mar 30, 2027 | $0.75 | Est. |
| IWM Jun 15, 2027 | Jun 29, 2027 | $0.75 | Est. |
| OVS Oct 29, 2026 | Nov 12, 2026 | $0.3571 | Est. |
| OVS Nov 28, 2026 | Dec 12, 2026 | $0.3571 | Est. |
| OVS Dec 28, 2026 | Jan 11, 2027 | $0.3571 | Est. |
Annual payouts per share
IWMOVS
Regular payments only; the current year is year to date. Per-share amounts are not directly comparable when share prices differ, so read this chart for growth trends.
FAQ
Which has the higher dividend yield, IWM or OVS?
OVS currently has the higher trailing yield: IWM yields 0.99% and OVS yields 9.22%. Yield changes daily with price, so check the live figures above.
How often do IWM and OVS pay?
IWM pays every quarter and OVS pays every month. IWM's next ex-date is Dec 15, 2026 and OVS's is Oct 29, 2026.
Which has grown its dividend faster, IWM or OVS?
OVS has grown its payout faster: 26.2%/yr vs 6.2%/yr over the last 5 years.
Is IWM or OVS better for income?
It depends on what you are optimising for. IWM and OVS differ in yield, growth, payment schedule and risk profile; the table above puts every metric side by side so you can weigh them for your own goals. This page is data, not advice.