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ETF comparison

IMTM vs IWM

Momentum Factor vs US Small Cap.

iShares MSCI Intl Momentum Factor ETF · iShares Russell 2000 ETF

Holdings overlap

Weighted by ISIN/CUSIP
0.0 %

0 positions appear in both funds. Buying equal dollars of IMTM and IWM would leave roughly 0.0% of each dollar exposed to the same underlying securities.

IMTM unmatched 99.6% Shared 0.0% IWM unmatched 99.8%

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.

In IMTM only
302 positions
Shared
0 positions
In IWM only
2,014 positions

Side by side

IMTM

iShares MSCI Intl Momentum Factor ETF

iShares · Momentum Factor

76 composite / 100
Expense ratio
0.30%
Net assets
$4.26B
TTM yield
4.58%
Top-10 conc.
22.9%
IWM

iShares Russell 2000 ETF

iShares · US Small Cap

90 composite / 100
Expense ratio
0.19%
Net assets
$78.04B
TTM yield
0.99%
Top-10 conc.
3.4%

Sub-score comparison

70
Cost
81
76
Tax efficiency
89
84
Liquidity
100
82
Concentration
100
—
Tracking quality
—
IMTM sub-score IWM

Tracking quality isn't part of the composite — see what we don't score for why.

Cost difference

IWM is 11 bps cheaper than IMTM. On a $100,000 position that's about $110/yr more in fees for IMTM.

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 IMTM vs IWM.

Top shared holdings

0 shared in total

No shared holdings between these funds.

Only in IMTM

302 total
  • ASML Holding N.V. 5.18%
  • HSBC HOLDINGS PLC 2.99%
  • ROYAL BANK OF CANADA 2.45%
  • Roche Holding AG 1.95%
  • THE TORONTO-DOMINION BANK 1.92%
  • Novartis AG 1.91%
  • TOTALENERGIES SE 1.73%
  • Banco Santander, S.A. 1.67%
  • SHELL PLC 1.58%
  • ADVANTEST CORPORATION 1.47%

Only in IWM

2,014 total
  • Moog, Inc. 0.38%
  • Hut 8 Corp. 0.37%
  • Viasat, Inc. 0.35%
  • BrightSpring Health Services, Inc. 0.35%
  • Cytokinetics, Inc. 0.35%
  • MaxLinear, Inc. 0.34%
  • Argan, Inc. 0.34%
  • UMB Financial Corp. 0.33%
  • JFrog Ltd. 0.31%
  • Riot Platforms, Inc. 0.30%

Related comparisons

More comparisons with IMTM

More comparisons with IWM

Percentages are holdings overlap with the named fund.

Open IMTM or IWM at a brokerage

Both funds trade commission-free at major US brokerages.

Open at Fidelity

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.