ETF comparison
FNDA vs IWN
Both US Small Cap.
Schwab Fundamental U.S. Small Company ETF · iShares Russell 2000 Value ETF
Holdings overlap
510 positions appear in both funds. Buying equal dollars of FNDA and IWN would leave roughly 33.6% 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
IWN is 1 bps cheaper than FNDA. On a $100,000 position that's about $10/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 IWN.
Top shared holdings
510 shared in total| # | Holding | In FNDA | In IWN | Overlap |
|---|---|---|---|---|
| 1 | Viasat Inc | 0.57% | 0.74% | 0.57% |
| 2 | Terex Corp | 0.31% | 0.54% | 0.31% |
| 3 | Valley National Bancorp | 0.22% | 0.34% | 0.22% |
| 4 | RXO Inc | 0.22% | 0.28% | 0.22% |
| 5 | Black Hills Corp | 0.22% | 0.37% | 0.22% |
| 6 | Cabot Corp | 0.22% | 0.31% | 0.22% |
| 7 | UniFirst Corp/MA | 0.19% | 0.25% | 0.19% |
| 8 | BankUnited Inc | 0.19% | 0.21% | 0.19% |
| 9 | Vistance Networks Inc | 0.19% | 0.18% | 0.18% |
| 10 | Synaptics Inc | 0.18% | 0.29% | 0.18% |
| 11 | Radian Group Inc | 0.18% | 0.34% | 0.18% |
| 12 | Acadia Healthcare Co Inc | 0.22% | 0.18% | 0.18% |
Only in FNDA
418 total- Lumentum Holdings Inc 0.92%
- Coherent Corp 0.54%
- MKS Inc 0.52%
- Amkor Technology Inc 0.49%
- TTM Technologies Inc 0.43%
- EchoStar Corp 0.42%
- Comfort Systems USA Inc 0.41%
- Victoria's Secret & Co 0.33%
- Saia Inc 0.32%
- Littelfuse Inc 0.32%
Only in IWN
912 total- Cytokinetics, Inc. 0.65%
- Lumen Technologies, Inc. 0.48%
- Taylor Morrison Home Corp. 0.44%
- Vishay Intertechnology, Inc. 0.43%
- Garrett Motion, Inc. 0.41%
- Jackson Financial, Inc. 0.41%
- Portland General Electric Co. 0.40%
- SM Energy Co. 0.39%
- Commercial Metals Co. 0.38%
- Matson, Inc. 0.38%
Related comparisons
More comparisons with FNDA
- FNDA vs VIOV · Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares 31.1%
- FNDA vs DFAT · U.S. Targeted Value Portfolio-ETF Class Shares 30.8%
- FNDA vs IJS · iShares S&P Small-Cap 600 Value ETF 30.8%
- FNDA vs IJH · iShares Core S&P Mid-Cap ETF 30.1%
- FNDA vs VBR · Vanguard Morningstar Small-Cap Value ETF 29.9%
- FNDA vs DFSV · DFA U.S. Small Cap Value Portfolio – ETF Class Shares 28.3%
More comparisons with IWN
- IWN vs SCHA · Schwab U.S. Small-Cap ETF 32.3%
- IWN vs DFAS · U.S. Small Cap Portfolio-ETF Class Shares 31.2%
- IWN vs VIOG · Vanguard S&P Small-Cap 600 Growth Index Fund ETF Shares 21.4%
- IWN vs IJT · iShares S&P Small-Cap 600 Growth ETF 20.0%
- IWN vs VBR · Vanguard Morningstar Small-Cap Value ETF 19.2%
- IWN vs VB · Vanguard Morningstar Small-Cap ETF 14.9%
Percentages are holdings overlap with the named fund.
Open FNDA or IWN 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.