ETF comparison
IWD vs IWM
US Value vs US Small Cap.
Holdings overlap
1 positions appear in both funds. Buying equal dollars of IWD and IWM would leave roughly 0.0% 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
IWD is 1 bps cheaper than IWM. On a $100,000 position that's about $10/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 IWD vs IWM.
Top shared holdings
1 shared in total| # | Holding | In IWD | In IWM | Overlap |
|---|---|---|---|---|
| 1 | LIBERTY CAPITAL CORPORATION | 0.00% | 0.02% | 0.00% |
Only in IWD
869 total- AMAZON.COM, INC. 5.93%
- APPLE INC. 5.37%
- MICROSOFT CORPORATION 3.88%
- BERKSHIRE HATHAWAY INC. 2.61%
- JPMORGAN CHASE & CO. 2.45%
- INTEL CORPORATION 1.72%
- JOHNSON & JOHNSON 1.71%
- EXXON MOBIL CORPORATION 1.59%
- CISCO SYSTEMS, INC. 1.30%
- WALMART INC. 1.27%
Only in IWM
2,013 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 IWD
- IWD vs IWN · iShares Russell 2000 Value ETF 0.0%
- IWD vs IWO · iShares Russell 2000 Growth ETF 0.0%
- IWD vs SCHY · Schwab International Dividend Equity ETF 0.0%
- IWD vs VONV · Vanguard Russell 1000 Value Index Fund ETF Shares 77.4%
- IWD vs IUSV · iShares Core S&P U.S. Value ETF 73.3%
- IWD vs IWX · iShares Russell Top 200 Value ETF 71.3%
More comparisons with IWM
- IWM vs IWF · iShares Russell 1000 Growth ETF 0.0%
- IWM vs IWP · iShares Russell Mid-Cap Growth ETF 0.0%
- IWM vs IWR · iShares Russell Mid-Cap ETF 0.0%
- IWM vs IWS · iShares Russell Mid-Cap Value ETF 0.0%
- IWM vs IWX · iShares Russell Top 200 Value ETF 0.0%
- IWM vs IWY · iShares Russell Top 200 Growth ETF 0.0%
Percentages are holdings overlap with the named fund.
Open IWD 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.