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ETF comparison

IWF vs SPSM

US Large Cap Growth vs US Small Cap.

iShares Russell 1000 Growth ETF · State Street SPDR Portfolio S&P 600 Small Cap ETF

Holdings overlap

Weighted by ISIN/CUSIP
0.1 %

13 positions appear in both funds. Buying equal dollars of IWF and SPSM would leave roughly 0.1% of each dollar exposed to the same underlying securities.

IWF unmatched 99.7% Shared 0.1% SPSM 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 IWF only
355 positions
Shared
13 positions
In SPSM only
591 positions

Side by side

IWF

iShares Russell 1000 Growth ETF

iShares · US Large Cap Growth

81 composite / 100
Expense ratio
0.18%
Net assets
$127.74B
TTM yield
0.36%
Top-10 conc.
54.3%
SPSM

State Street SPDR Portfolio S&P 600 Small Cap ETF

State Street · US Small Cap

96 composite / 100
Expense ratio
0.030%
Net assets
$15.66B
TTM yield
1.53%
Top-10 conc.
5.9%

Sub-score comparison

82
Cost
97
90
Tax efficiency
87
100
Liquidity
100
37
Concentration
100
—
Tracking quality
—
IWF sub-score SPSM

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

Cost difference

SPSM is 15 bps cheaper than IWF. On a $100,000 position that's about $150/yr more in fees for IWF.

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 IWF vs SPSM.

Top shared holdings

13 shared in total
# Holding In IWF In SPSM Overlap
1 FORMFACTOR, INC. 0.04% 0.68% 0.04%
2 POWELL INDUSTRIES, INC. 0.02% 0.44% 0.02%
3 CORCEPT THERAPEUTICS INCORPORATED 0.02% 0.45% 0.02%
4 EVERUS CONSTRUCTION GROUP, INC. 0.02% 0.46% 0.02%
5 ETSY, INC. 0.01% 0.39% 0.01%
6 MADISON SQUARE GARDEN SPORTS CORP. 0.01% 0.39% 0.01%
7 ARMSTRONG WORLD INDUSTRIES, INC. 0.01% 0.37% 0.01%
8 IRIDIUM COMMUNICATIONS INC. 0.00% 0.31% 0.00%
9 LAZARD, INC. 0.00% 0.25% 0.00%
10 LYFT, INC. 0.00% 0.30% 0.00%
11 RINGCENTRAL, INC. 0.00% 0.16% 0.00%
12 PRIMORIS SERVICES CORPORATION 0.00% 0.29% 0.00%

Only in IWF

355 total
  • NVIDIA CORPORATION 13.83%
  • APPLE INC. 6.72%
  • ALPHABET INC. 6.17%
  • BROADCOM INC. 5.21%
  • ALPHABET INC. 4.98%
  • MICROSOFT CORPORATION 4.11%
  • MICRON TECHNOLOGY, INC. 3.86%
  • TESLA, INC. 3.64%
  • META PLATFORMS, INC. 3.00%
  • ELI LILLY AND COMPANY 2.84%

Only in SPSM

591 total
  • Viasat Inc 0.66%
  • Molina Healthcare Inc 0.65%
  • Argan Inc 0.60%
  • BrightSpring Health Services Inc 0.60%
  • Element Solutions Inc 0.59%
  • MaxLinear Inc 0.58%
  • Krystal Biotech Inc 0.53%
  • ESCO Technologies Inc 0.49%
  • Match Group Inc 0.48%
  • Alkermes PLC 0.47%

Percentages are holdings overlap with the named fund.

Open IWF or SPSM 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.