ETF comparison
FNDA vs IWM
Both US Small Cap.
Schwab Fundamental U.S. Small Company ETF · iShares Russell 2000 ETF
Holdings overlap
616 positions appear in both funds. Buying equal dollars of FNDA and IWM would leave roughly 38.4% of each dollar exposed to the same underlying securities.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — see what we don't score for why.
Cost difference
IWM is 6 bps cheaper than FNDA. On a $100,000 position that's about $60/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 IWM.
Top shared holdings
616 shared in total| # | Holding | In FNDA | In IWM | Overlap |
|---|---|---|---|---|
| 1 | EchoStar Corp | 0.47% | 0.54% | 0.47% |
| 2 | TTM Technologies Inc | 0.35% | 0.34% | 0.34% |
| 3 | Dycom Industries Inc | 0.30% | 0.34% | 0.30% |
| 4 | Moog Inc | 0.26% | 0.28% | 0.26% |
| 5 | Hecla Mining Co | 0.24% | 0.40% | 0.24% |
| 6 | Advanced Energy Industries Inc | 0.23% | 0.41% | 0.23% |
| 7 | Terex Corp | 0.42% | 0.23% | 0.23% |
| 8 | Primoris Services Corp | 0.22% | 0.26% | 0.22% |
| 9 | Viavi Solutions Inc | 0.22% | 0.26% | 0.22% |
| 10 | EnerSys | 0.30% | 0.22% | 0.22% |
| 11 | Silicon Laboratories Inc | 0.21% | 0.23% | 0.21% |
| 12 | Valley National Bancorp | 0.21% | 0.20% | 0.20% |
Only in FNDA
269 total- Lumentum Holdings Inc 1.08%
- MKS Inc 0.46%
- Coherent Corp 0.46%
- Comfort Systems USA Inc 0.41%
- Southern Copper Corp 0.39%
- Amkor Technology Inc 0.38%
- Curtiss-Wright Corp 0.35%
- Woodward Inc 0.34%
- Rocket Cos Inc 0.33%
- Vertiv Holdings Co 0.33%
Only in IWM
1,328 total- BlackRock Funds III 14.24%
- Bloom Energy Corp. 1.01%
- Fabrinet 0.64%
- Credo Technology Group Holding Ltd. 0.51%
- Bridgebio Pharma, Inc. 0.40%
- Guardant Health, Inc. 0.39%
- IonQ, Inc. 0.34%
- Madrigal Pharmaceuticals, Inc. 0.30%
- Arrowhead Pharmaceuticals, Inc. 0.29%
- Praxis Precision Medicines, Inc. 0.28%
Open FNDA 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.