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ETF comparison

IWD vs IWO

US Value vs US Small Cap.

iShares Russell 1000 Value ETF · iShares Russell 2000 Growth ETF

Holdings overlap

Weighted by ISIN/CUSIP
0.0 %

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

IWD unmatched 99.8% Shared 0.0% IWO unmatched 99.6%

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 IWD only
870 positions
Shared
0 positions
In IWO only
1,133 positions

Side by side

IWD

iShares Russell 1000 Value ETF

iShares · US Value

87 composite / 100
Expense ratio
0.18%
Net assets
$80.96B
TTM yield
1.37%
Top-10 conc.
27.8%
IWO

iShares Russell 2000 Growth ETF

iShares · US Small Cap

88 composite / 100
Expense ratio
0.24%
Net assets
$14.11B
TTM yield
0.49%
Top-10 conc.
6.0%

Sub-score comparison

82
Cost
76
88
Tax efficiency
90
100
Liquidity
100
75
Concentration
100
—
Tracking quality
—
IWD sub-score IWO

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

Cost difference

IWD is 6 bps cheaper than IWO. On a $100,000 position that's about $60/yr more in fees for IWO.

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 IWO.

Top shared holdings

0 shared in total

No shared holdings between these funds.

Only in IWD

870 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 IWO

1,133 total
  • Moog, Inc. 0.73%
  • BrightSpring Health Services, Inc. 0.68%
  • MaxLinear, Inc. 0.66%
  • Argan, Inc. 0.66%
  • JFrog Ltd. 0.59%
  • Krystal Biotech, Inc. 0.58%
  • ESCO Technologies, Inc. 0.56%
  • FirstCash Holdings, Inc. 0.53%
  • D-Wave Quantum, Inc. 0.53%
  • StoneX Group, Inc. 0.52%

Related comparisons

More comparisons with IWD

More comparisons with IWO

Percentages are holdings overlap with the named fund.

Open IWD or IWO 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.