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ETF comparison

IUSG vs IWM

US Large Cap Growth vs US Small Cap.

iShares Core S&P U.S. Growth ETF · iShares Russell 2000 ETF

Holdings overlap

Weighted by ISIN/CUSIP
0.4 %

39 positions appear in both funds. Buying equal dollars of IUSG and IWM would leave roughly 0.4% of each dollar exposed to the same underlying securities.

IUSG unmatched 99.5% Shared 0.4% IWM unmatched 99.4%

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 IUSG only
351 positions
Shared
39 positions
In IWM only
1,975 positions

Side by side

IUSG

iShares Core S&P U.S. Growth ETF

iShares · US Large Cap Growth

87 composite / 100
Expense ratio
0.040%
Net assets
$34.00B
TTM yield
0.49%
Top-10 conc.
53.5%
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

96
Cost
81
90
Tax efficiency
89
100
Liquidity
100
38
Concentration
100
—
Tracking quality
—
IUSG sub-score IWM

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

Cost difference

IUSG is 15 bps cheaper than IWM. On a $100,000 position that's about $150/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 IUSG vs IWM.

Top shared holdings

39 shared in total
# Holding In IUSG In IWM Overlap
1 MOOG INC 0.03% 0.38% 0.03%
2 CARETRUST REIT INC 0.03% 0.28% 0.03%
3 ENERSYS 0.02% 0.27% 0.02%
4 FIRSTCASH HOLDINGS INC 0.02% 0.28% 0.02%
5 HEALTHEQUITY INC 0.02% 0.24% 0.02%
6 INTERDIGITAL INC 0.02% 0.23% 0.02%
7 HIMS & HERS HEALTH INC 0.02% 0.23% 0.02%
8 ORMAT TECHNOLOGIES INC 0.02% 0.21% 0.02%
9 CYTOKINETICS INC 0.02% 0.35% 0.02%
10 QUALYS INC 0.01% 0.15% 0.01%
11 SABRA HEALTH CARE REIT INC 0.01% 0.15% 0.01%
12 LANTHEUS HOLDINGS INC 0.01% 0.22% 0.01%

Only in IUSG

351 total
  • NVIDIA CORP 12.95%
  • MICROSOFT CORP 7.41%
  • APPLE INC 5.68%
  • ALPHABET INC 5.60%
  • BROADCOM INC 4.78%
  • ALPHABET INC 4.46%
  • MICRON TECHNOLOGY INC 3.48%
  • META PLATFORMS INC 3.31%
  • AMAZON.COM INC 3.31%
  • ELI LILLY & COMPANY 2.54%

Only in IWM

1,975 total
  • Hut 8 Corp. 0.37%
  • Viasat, Inc. 0.35%
  • BrightSpring Health Services, 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%
  • Krystal Biotech, Inc. 0.30%
  • ESCO Technologies, Inc. 0.29%

Percentages are holdings overlap with the named fund.

Open IUSG 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.