Brookfield Asset Management Ltd. (BAM) vs iShares Russell 2000 ETF (IWM)
Over the past 3 years, BAM lagged IWM — 16.52% vs 18.06% annualized total return (price plus dividends).
A side-by-side comparison of Brookfield Asset Management Ltd. and iShares Russell 2000 ETF across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of July 9, 2026. The ● marks the stronger figure on each row (cheaper multiple, higher margin/return).
Total return — BAM vs IWM
growth of $100 · last 4yMetrics side by side
Did BAM beat IWM?
Over the past 3 years, BAM lagged IWM — 16.52% vs 18.06% annualized total return (price plus dividends).
Total return (annualized)
| Metric | BAM | IWM |
|---|---|---|
| Total return (1Y) | -14.60% | 34.05%● |
| Total return CAGR (3Y) | 16.52% | 18.06%● |
| Total return CAGR (5Y) | — | 7.10% |
| Total return CAGR (10Y) | — | 11.04% |
IWM is an index fund, so valuation, profitability, and per-company growth metrics don't apply — the head-to-head here is total return (price plus reinvested dividends).
Frequently asked
- Has BAM beaten IWM?
- Over the past 3 years, BAM lagged IWM — 16.52% vs 18.06% annualized total return (price plus dividends).
Figures are sourced from reported fundamentals and the latest end-of-day price. This comparison is informational only and is not investment advice. Past performance does not predict future results. See our methodology. Compiled by TGMCharts Research · data verified July 9, 2026.