ETF comparison

IWMvsIWN

Both US Small Cap.

iShares Russell 2000 ETF · iShares Russell 2000 Value ETF

Holdings overlap

Weighted by ISIN/CUSIP
58.7%

1,421 positions appear in both funds. Buying equal dollars of IWM and IWN would leave roughly58.7%of each dollar exposed to the same underlying securities.

IWM only 58.1%Shared 58.7%IWN only 46.2%
In IWM only
594 positions
Shared
1,421 positions
In IWN only
3 positions

Side by side

IWM

iShares Russell 2000 ETF

iShares · US Small Cap

88composite / 100
Expense ratio
0.19%
Net assets
$80.46B
TTM yield
0.92%
Top-10 conc.
20.1%
IWN

iShares Russell 2000 Value ETF

iShares · US Small Cap

88composite / 100
Expense ratio
0.24%
Net assets
$14.44B
TTM yield
1.45%
Top-10 conc.
10.1%

Sub-score comparison

81
Cost
76
89
Tax efficiency
88
100
Liquidity
100
86
Concentration
100
Tracking quality
IWMsub-scoreIWN

Tracking quality isn't part of the composite — seewhat we don't scorefor why.

Cost difference

IWM is 5 bps cheaper than IWN. On a $100,000 position that's about $50/yr more in fees for IWN.

Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open thecost calculator pre-filled with IWM vs IWN.

Top shared holdings

1,421 shared in total
#HoldingIn IWMIn IWNOverlap
1BlackRock Funds III17.02%5.05%5.05%
2Hut 8 Corp.0.37%0.36%0.36%
3Viasat, Inc.0.35%0.74%0.35%
4Cytokinetics, Inc.0.35%0.65%0.35%
5UMB Financial Corp.0.33%0.62%0.33%
6CareTrust REIT, Inc.0.28%0.59%0.28%
7Old National Bancorp0.28%0.52%0.28%
8Terex Corp.0.26%0.54%0.26%
9JBT Marel Corp.0.24%0.50%0.24%
10Fluor Corp.0.23%0.34%0.23%
11Lumen Technologies, Inc.0.23%0.48%0.23%
12Arcosa, Inc.0.22%0.32%0.22%

Only in IWM

594 total
  • Moog, Inc.0.38%
  • BrightSpring Health Services, Inc.0.35%
  • MaxLinear, Inc.0.34%
  • Argan, Inc.0.34%
  • JFrog Ltd.0.31%
  • Krystal Biotech, Inc.0.30%
  • ESCO Technologies, Inc.0.29%
  • FirstCash Holdings, Inc.0.28%
  • D-Wave Quantum, Inc.0.27%
  • StoneX Group, Inc.0.27%

Only in IWN

3 total
  • BlackRock Funds III0.14%
  • N/A0.00%
  • GD Culture Group Ltd.0.00%

Open IWM or IWN 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 methodologyand 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.