ETF comparison
IWD vs SMLF
US Value vs Multi-Factor.
iShares Russell 1000 Value ETF · iShares U.S. Small-Cap Equity Factor ETF
Holdings overlap
304 positions appear in both funds. Buying equal dollars of IWD and SMLF would leave roughly 7.1% 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
SMLF is 3 bps cheaper than IWD. On a $100,000 position that's about $30/yr more in fees for IWD.
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 SMLF.
Top shared holdings
304 shared in total| # | Holding | In IWD | In SMLF | Overlap |
|---|---|---|---|---|
| 1 | FLEX LTD. | 0.17% | 0.78% | 0.17% |
| 2 | MKS, INCORPORATED. | 0.08% | 0.22% | 0.08% |
| 3 | MODERNA, INC. | 0.07% | 0.37% | 0.07% |
| 4 | WILLIAMS-SONOMA, INC. | 0.07% | 0.61% | 0.07% |
| 5 | ENTEGRIS, INC. | 0.07% | 0.22% | 0.07% |
| 6 | INTERACTIVE BROKERS GROUP, INC. | 0.06% | 0.83% | 0.06% |
| 7 | UNITED THERAPEUTICS CORPORATION | 0.06% | 0.39% | 0.06% |
| 8 | US FOODS HOLDING CORP. | 0.06% | 0.24% | 0.06% |
| 9 | EXPAND ENERGY CORPORATION | 0.06% | 0.31% | 0.06% |
| 10 | TD SYNNEX CORPORATION | 0.06% | 0.20% | 0.06% |
| 11 | SOFI TECHNOLOGIES, INC. | 0.06% | 0.29% | 0.06% |
| 12 | IONQ Inc | 0.05% | 0.13% | 0.05% |
Only in IWD
566 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 SMLF
588 total- EMCOR Group, Inc. 0.95%
- Jabil, Inc. 0.75%
- Astera Labs, Inc. 0.70%
- Tapestry, Inc. 0.66%
- Natera, Inc. 0.62%
- Credo Technology Group Holding Ltd. 0.51%
- Revolution Medicines, Inc. 0.47%
- Sterling Infrastructure, Inc. 0.45%
- Medpace Holdings, Inc. 0.45%
- Axsome Therapeutics, Inc. 0.44%
Related comparisons
More comparisons with IWD
- IWD vs DFAS · U.S. Small Cap Portfolio-ETF Class Shares 7.1%
- IWD vs VFLO · Victoryshares Free Cash Flow ETF 7.0%
- IWD vs RPG · Invesco S&P 500 Pure Growth ETF 6.9%
- IWD vs IVOO · Vanguard S&P Mid-Cap 400 Index Fund ETF Shares 6.9%
- IWD vs IJH · iShares Core S&P Mid-Cap ETF 6.8%
- IWD vs SPMD · State Street SPDR Portfolio S&P 400 Mid Cap ETF 6.8%
More comparisons with SMLF
- SMLF vs SCHB · Schwab U.S. Broad Market ETF 6.9%
- SMLF vs OMFL · Invesco Russell 1000 Dynamic Multifactor ETF 5.5%
- SMLF vs VYM · Vanguard High Dividend Yield Index Fund ETF Shares 5.3%
- SMLF vs IWF · iShares Russell 1000 Growth ETF 3.8%
- SMLF vs DGRO · iShares Core Dividend Growth ETF 3.5%
- SMLF vs GSLC · Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 3.5%
Percentages are holdings overlap with the named fund.
Open IWD or SMLF 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.