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ETF comparison

IWM vs IWN

Both US Small Cap.

iShares Russell 2000 ETF · iShares Russell 2000 Value ETF

Holdings overlap

Weighted by ISIN/CUSIP
53.6 %

1,420 positions appear in both funds. Buying equal dollars of IWM and IWN would leave roughly 53.6% of each dollar exposed to the same underlying securities.

IWM unmatched 46.2% Shared 53.6% IWN unmatched 46.1%

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 IWM only
594 positions
Shared
1,420 positions
In IWN only
2 positions

Side by side

IWM

iShares Russell 2000 ETF

iShares · US Small Cap

90 composite / 100
Expense ratio
0.19%
Net assets
$78.04B
TTM yield
0.99%
Top-10 conc.
3.4%
IWN

iShares Russell 2000 Value ETF

iShares · US Small Cap

88 composite / 100
Expense ratio
0.24%
Net assets
$13.79B
TTM yield
1.53%
Top-10 conc.
5.5%

Sub-score comparison

81
Cost
76
89
Tax efficiency
87
100
Liquidity
100
100
Concentration
100
—
Tracking quality
—
IWM sub-score IWN

Tracking quality isn't part of the composite — see what we don't score for 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 the cost calculator pre-filled with IWM vs IWN.

Top shared holdings

1,420 shared in total
# Holding In IWM In IWN Overlap
1 Hut 8 Corp. 0.37% 0.36% 0.36%
2 Viasat, Inc. 0.35% 0.74% 0.35%
3 Cytokinetics, Inc. 0.35% 0.65% 0.35%
4 UMB Financial Corp. 0.33% 0.62% 0.33%
5 CareTrust REIT, Inc. 0.28% 0.59% 0.28%
6 Old National Bancorp 0.28% 0.52% 0.28%
7 Terex Corp. 0.26% 0.54% 0.26%
8 JBT Marel Corp. 0.24% 0.50% 0.24%
9 Fluor Corp. 0.23% 0.34% 0.23%
10 Lumen Technologies, Inc. 0.23% 0.48% 0.23%
11 Arcosa, Inc. 0.22% 0.32% 0.22%
12 Valley National Bancorp 0.22% 0.34% 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

2 total
  • N/A 0.00%
  • GD Culture Group Ltd. 0.00%

Percentages are holdings overlap with the named fund.

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 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.