ETF comparison
IUSV vs IWM
US Value vs US Small Cap.
Holdings overlap
65 positions appear in both funds. Buying equal dollars of IUSV and IWM would leave roughly 0.8% 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
IUSV 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 IUSV vs IWM.
Top shared holdings
65 shared in total| # | Holding | In IUSV | In IWM | Overlap |
|---|---|---|---|---|
| 1 | UMB FINANCIAL CORP | 0.03% | 0.33% | 0.03% |
| 2 | OLD NATIONAL BANCORP | 0.03% | 0.28% | 0.03% |
| 3 | TEREX CORP | 0.03% | 0.26% | 0.03% |
| 4 | FLUOR CORP | 0.02% | 0.23% | 0.02% |
| 5 | VALLEY NATIONAL BANCORP | 0.02% | 0.22% | 0.02% |
| 6 | COMMERCIAL METALS COMPANY | 0.02% | 0.22% | 0.02% |
| 7 | TAYLOR MORRISON HOME CORP | 0.02% | 0.21% | 0.02% |
| 8 | GLACIER BANCORP INC | 0.02% | 0.21% | 0.02% |
| 9 | UNITED BANKSHARES INC | 0.02% | 0.19% | 0.02% |
| 10 | HANCOCK WHITNEY CORP | 0.02% | 0.19% | 0.02% |
| 11 | PORTLAND GENERAL ELECTRIC COMPANY | 0.02% | 0.19% | 0.02% |
| 12 | SELECTIVE INSURANCE GROUP INC | 0.02% | 0.18% | 0.02% |
Only in IUSV
672 total- APPLE INC 6.90%
- AMAZON.COM INC 3.56%
- INTEL CORP 2.14%
- EXXONMOBIL HOLDINGS CORP 1.84%
- WALMART INC 1.61%
- TESLA INC 1.46%
- COSTCO WHOLESALE CORP 1.35%
- UNITEDHEALTH GROUP INC 1.23%
- BANK OF AMERICA CORP 1.21%
- HOME DEPOT INC (THE) 1.14%
Only in IWM
1,949 total- Moog, Inc. 0.38%
- Hut 8 Corp. 0.37%
- Viasat, Inc. 0.35%
- BrightSpring Health Services, Inc. 0.35%
- MaxLinear, Inc. 0.34%
- Argan, Inc. 0.34%
- JFrog Ltd. 0.31%
- Riot Platforms, Inc. 0.30%
- Krystal Biotech, Inc. 0.30%
- ESCO Technologies, Inc. 0.29%
Related comparisons
More comparisons with IUSV
- IUSV vs IJR · iShares Core S&P Small-Cap ETF 0.0%
- IUSV vs IVE · iShares S&P 500 Value ETF 94.1%
- IUSV vs SPYV · State Street SPDR Portfolio S&P 500 Value ETF 94.1%
- IUSV vs VOOV · Vanguard S&P 500 Value Index Fund ETF Shares 91.4%
- IUSV vs IWD · iShares Russell 1000 Value ETF 73.3%
- IUSV vs VONV · Vanguard Russell 1000 Value Index Fund ETF Shares 67.0%
More comparisons with IWM
Percentages are holdings overlap with the named fund.
Open IUSV 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.