ETF comparison
FNDA vs IWD
US Small Cap vs US Value.
Schwab Fundamental U.S. Small Company ETF · iShares Russell 1000 Value ETF
Holdings overlap
217 positions appear in both funds. Buying equal dollars of FNDA and IWD would leave roughly 5.0% 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
IWD is 7 bps cheaper than FNDA. On a $100,000 position that's about $70/yr more in fees for FNDA.
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 FNDA vs IWD.
Top shared holdings
217 shared in total| # | Holding | In FNDA | In IWD | Overlap |
|---|---|---|---|---|
| 1 | Coherent Corp | 0.54% | 0.15% | 0.15% |
| 2 | United Continental Holdings Inc. | 0.22% | 0.12% | 0.12% |
| 3 | Coinbase Global Inc | 0.11% | 0.09% | 0.09% |
| 4 | MKS Inc | 0.52% | 0.08% | 0.08% |
| 5 | Veeva Systems Inc | 0.13% | 0.07% | 0.07% |
| 6 | Twilio Inc | 0.27% | 0.07% | 0.07% |
| 7 | Entegris Inc | 0.31% | 0.07% | 0.07% |
| 8 | Royalty Pharma PLC | 0.28% | 0.07% | 0.07% |
| 9 | Workday Inc | 0.08% | 0.06% | 0.06% |
| 10 | Okta Inc | 0.10% | 0.06% | 0.06% |
| 11 | Interactive Brokers Group Inc | 0.13% | 0.06% | 0.06% |
| 12 | Southwest Airlines Co | 0.18% | 0.06% | 0.06% |
Only in FNDA
711 total- Lumentum Holdings Inc 0.92%
- Viasat Inc 0.57%
- Compass Inc 0.41%
- Comfort Systems USA Inc 0.41%
- EnerSys 0.38%
- Victoria's Secret & Co 0.33%
- ArcBest Corp 0.32%
- Liberty Energy Inc 0.32%
- Delek US Holdings Inc 0.32%
- Terex Corp 0.31%
Only in IWD
653 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 FNDA
- FNDA vs VO · Vanguard Morningstar Mid-Cap ETF 4.8%
- FNDA vs IWF · iShares Russell 1000 Growth ETF 4.4%
- FNDA vs VYM · Vanguard High Dividend Yield Index Fund ETF Shares 3.7%
- FNDA vs VUG · Vanguard Morningstar Growth ETF 3.1%
- FNDA vs VIG · Vanguard Dividend Appreciation Index Fund ETF Shares 2.5%
- FNDA vs DGRO · iShares Core Dividend Growth ETF 2.3%
More comparisons with IWD
- IWD vs IWP · iShares Russell Mid-Cap Growth ETF 4.8%
- IWD vs DFAT · U.S. Targeted Value Portfolio-ETF Class Shares 4.8%
- IWD vs VBK · Vanguard Morningstar Small-Cap Growth ETF 4.6%
- IWD vs PEY · Invesco High Yield Equity Dividend Achievers ETF 4.2%
- IWD vs IJK · iShares S&P Mid-Cap 400 Growth ETF 4.2%
- IWD vs SCHA · Schwab U.S. Small-Cap ETF 3.2%
Percentages are holdings overlap with the named fund.
Open FNDA 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.