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ETF comparison

IWM vs IWO

Both US Small Cap.

iShares Russell 2000 ETF · iShares Russell 2000 Growth ETF

Holdings overlap

Weighted by ISIN/CUSIP
70.1 %

1,104 positions appear in both funds. Buying equal dollars of IWM and IWO would leave roughly 70.1% of each dollar exposed to the same underlying securities.

IWM only 44.0% Shared 70.1% IWO only 43.5%
In IWM only
840 positions
Shared
1,104 positions
In IWO only
0 positions

Side by side

IWM

iShares Russell 2000 ETF

iShares · US Small Cap

88 composite / 100
Expense ratio
0.19%
Net assets
$82.97B
TTM yield
0.90%
Top-10 conc.
19.5%
IWO

iShares Russell 2000 Growth ETF

iShares · US Small Cap

86 composite / 100
Expense ratio
0.24%
Net assets
$15.43B
TTM yield
0.43%
Top-10 conc.
22.9%

Sub-score comparison

81
Cost
76
89
Tax efficiency
90
100
Liquidity
100
86
Concentration
82
—
Tracking quality
—
IWM sub-score IWO

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

Cost difference

IWM is 5 bps cheaper than IWO. On a $100,000 position that's about $50/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 IWM vs IWO.

Top shared holdings

1,104 shared in total
# Holding In IWM In IWO Overlap
1 BlackRock Funds III 14.24% 13.68% 13.68%
2 Bloom Energy Corp. 1.01% 1.99% 1.01%
3 Coeur Mining, Inc. 0.65% 0.64% 0.64%
4 Fabrinet 0.64% 1.26% 0.64%
5 Nextpower, Inc. 0.60% 0.94% 0.60%
6 Credo Technology Group Holding Ltd. 0.51% 1.02% 0.51%
7 Kratos Defense & Security Solutions, Inc. 0.43% 0.86% 0.43%
8 Advanced Energy Industries, Inc. 0.41% 0.82% 0.41%
9 Sterling Infrastructure, Inc. 0.41% 0.81% 0.41%
10 Bridgebio Pharma, Inc. 0.40% 0.79% 0.40%
11 Guardant Health, Inc. 0.39% 0.77% 0.39%
12 Modine Manufacturing Co. 0.39% 0.76% 0.39%

Only in IWM

840 total
  • EchoStar Corp. 0.54%
  • TTM Technologies, Inc. 0.34%
  • SM Energy Co. 0.26%
  • Fluor Corp. 0.26%
  • Vaxcyte, Inc. 0.25%
  • Jackson Financial, Inc. 0.24%
  • Commercial Metals Co. 0.23%
  • Ormat Technologies, Inc. 0.23%
  • Terreno Realty Corp. 0.21%
  • Noble Corp. plc 0.21%

Only in IWO

0 total

Every IWO position is also held by IWM.

Open IWM 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.