ETF comparison
ESGV vs IWM
US Total Market vs US Small Cap.
Holdings overlap
442 positions appear in both funds. Buying equal dollars of ESGV and IWM would leave roughly 2.4% 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
ESGV is 10 bps cheaper than IWM. On a $100,000 position that's about $100/yr more in fees for IWM.
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 ESGV vs IWM.
Top shared holdings
442 shared in total| # | Holding | In ESGV | In IWM | Overlap |
|---|---|---|---|---|
| 1 | D-Wave Quantum Inc | 0.02% | 0.27% | 0.02% |
| 2 | Lumen Technologies Inc | 0.02% | 0.23% | 0.02% |
| 3 | Cytokinetics Inc | 0.02% | 0.35% | 0.02% |
| 4 | UMB Financial Corp | 0.02% | 0.33% | 0.02% |
| 5 | Riot Platforms Inc | 0.02% | 0.30% | 0.02% |
| 6 | CareTrust REIT Inc | 0.02% | 0.28% | 0.02% |
| 7 | Praxis Precision Medicines Inc | 0.02% | 0.26% | 0.02% |
| 8 | Old National Bancorp/IN | 0.01% | 0.28% | 0.01% |
| 9 | EnerSys | 0.01% | 0.27% | 0.01% |
| 10 | Ormat Technologies Inc | 0.01% | 0.21% | 0.01% |
| 11 | JFrog Ltd | 0.01% | 0.31% | 0.01% |
| 12 | Rigetti Computing Inc | 0.01% | 0.20% | 0.01% |
Only in ESGV
792 total- NVIDIA Corp 8.37%
- Apple Inc 7.62%
- Microsoft Corp 5.66%
- Amazon.com Inc 4.40%
- Alphabet Inc 3.74%
- Broadcom Inc 3.50%
- Alphabet Inc 3.02%
- Meta Platforms Inc 2.34%
- Tesla Inc 2.08%
- Micron Technology Inc 1.84%
Only in IWM
1,572 total- Moog, Inc. 0.38%
- Hut 8 Corp. 0.37%
- Viasat, Inc. 0.35%
- Argan, Inc. 0.34%
- ESCO Technologies, Inc. 0.29%
- FirstCash Holdings, Inc. 0.28%
- Plexus Corp. 0.25%
- Enpro, Inc. 0.25%
- MYR Group, Inc. 0.24%
- Kodiak Gas Services, Inc. 0.23%
Related comparisons
More comparisons with ESGV
- ESGV vs IJR · iShares Core S&P Small-Cap ETF 1.9%
- ESGV vs SCHK · Schwab 1000 ETF 82.0%
- ESGV vs SPY · State Street SPDR S&P 500 ETF Trust 81.0%
- ESGV vs SCHB · Schwab U.S. Broad Market ETF 80.8%
- ESGV vs BBUS · JPMorgan BetaBuilders U.S. Equity ETF 80.5%
- ESGV vs VTHR · Vanguard Russell 3000 Index Fund ETF Shares 80.5%
More comparisons with IWM
- IWM vs FNDX · Schwab Fundamental U.S. Large Company ETF 2.3%
- IWM vs AVLV · Avantis US Large Cap Value ETF 1.6%
- IWM vs PEY · Invesco High Yield Equity Dividend Achievers ETF 1.6%
- IWM vs FBCG · Fidelity Blue Chip Growth ETF 1.5%
- IWM vs FDL · First Trust Morningstar Dividend Leaders Index Fund 1.5%
- IWM vs TCAF · T. Rowe Price Capital Appreciation Equity ETF 1.5%
Percentages are holdings overlap with the named fund.
Open ESGV or IWM 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.