ETF comparison
BBSC vs IWD
US Small Cap vs US Value.
JPMorgan BetaBuilders U.S. Small Cap Equity ETF · iShares Russell 1000 Value ETF
Holdings overlap
107 positions appear in both funds. Buying equal dollars of BBSC and IWD would leave roughly 1.1% of each dollar exposed to the same underlying securities.
Unmatched is the part of a fund's weight the other fund doesn't match: names only it holds, plus any extra weight it puts in names both funds hold.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — see what we don't score for why.
Cost difference
BBSC is 9 bps cheaper than IWD. On a $100,000 position that's about $90/yr more in fees for IWD.
Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open the cost calculator pre-filled with BBSC vs IWD.
Top shared holdings
107 shared in total| # | Holding | In BBSC | In IWD | Overlap |
|---|---|---|---|---|
| 1 | American Healthcare REIT, Inc. | 0.41% | 0.03% | 0.03% |
| 2 | Ralliant Corp. | 0.29% | 0.02% | 0.02% |
| 3 | Rayonier, Inc. | 0.25% | 0.02% | 0.02% |
| 4 | Fortune Brands Innovations, Inc. | 0.21% | 0.02% | 0.02% |
| 5 | Floor & Decor Holdings, Inc. | 0.24% | 0.02% | 0.02% |
| 6 | Enphase Energy, Inc. | 0.19% | 0.02% | 0.02% |
| 7 | Macy's, Inc. | 0.23% | 0.02% | 0.02% |
| 8 | Crocs, Inc. | 0.24% | 0.02% | 0.02% |
| 9 | Sonoco Products Co. | 0.21% | 0.02% | 0.02% |
| 10 | Brunswick Corp. | 0.20% | 0.02% | 0.02% |
| 11 | Gentex Corp. | 0.19% | 0.02% | 0.02% |
| 12 | Bank OZK | 0.20% | 0.01% | 0.01% |
Only in BBSC
745 total- Corcept Therapeutics, Inc. 0.44%
- Moog, Inc. 0.43%
- Semtech Corp. 0.43%
- Brinker International, Inc. 0.36%
- CareTrust REIT, Inc. 0.35%
- BrightSpring Health Services, Inc. 0.35%
- DigitalOcean Holdings, Inc. 0.34%
- Krystal Biotech, Inc. 0.34%
- Crinetics Pharmaceuticals, Inc. 0.34%
- Viasat, Inc. 0.33%
Only in IWD
763 total- AMAZON.COM, INC. 5.93%
- APPLE INC. 5.37%
- MICROSOFT CORPORATION 3.88%
- BERKSHIRE HATHAWAY INC. 2.61%
- JPMORGAN CHASE & CO. 2.45%
- INTEL CORPORATION 1.72%
- JOHNSON & JOHNSON 1.71%
- EXXON MOBIL CORPORATION 1.59%
- CISCO SYSTEMS, INC. 1.30%
- WALMART INC. 1.27%
Related comparisons
More comparisons with BBSC
- BBSC vs VIG · Vanguard Dividend Appreciation Index Fund ETF Shares 1.0%
- BBSC vs DGRO · iShares Core Dividend Growth ETF 0.7%
- BBSC vs IWF · iShares Russell 1000 Growth ETF 0.4%
- BBSC vs VUG · Vanguard Morningstar Growth ETF 0.0%
- BBSC vs VO · Vanguard Morningstar Mid-Cap ETF 0.0%
- BBSC vs IVV · iShares Core S&P 500 ETF 0.0%
More comparisons with IWD
- IWD vs AVUV · Avantis US Small Cap Value ETF 1.0%
- IWD vs IJR · iShares Core S&P Small-Cap ETF 0.7%
- IWD vs SPSM · State Street SPDR Portfolio S&P 600 Small Cap ETF 0.7%
- IWD vs VIOO · Vanguard S&P Small-Cap 600 Index Fund ETF Shares 0.7%
- IWD vs IJS · iShares S&P Small-Cap 600 Value ETF 0.6%
- IWD vs VIOV · Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares 0.6%
Percentages are holdings overlap with the named fund.
Open BBSC or IWD at a brokerage
Both funds trade commission-free at major US brokerages.
Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodology and funding disclosure.
Holdings overlap is the sum of min(weight_a, weight_b) over positions
matched on ISIN (CUSIP fallback). Methodology: see
/methodology/.
Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.