ETF comparison

IWMvsIWO

Both US Small Cap.

iShares Russell 2000 ETF · iShares Russell 2000 Growth ETF

Holdings overlap

Weighted by ISIN/CUSIP
71.7%

1,131 positions appear in both funds. Buying equal dollars of IWM and IWO would leave roughly71.7%of each dollar exposed to the same underlying securities.

IWM only 45.2%Shared 71.7%IWO only 42.7%
In IWM only
884 positions
Shared
1,131 positions
In IWO only
4 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%
IWO

iShares Russell 2000 Growth ETF

iShares · US Small Cap

86composite / 100
Expense ratio
0.24%
Net assets
$14.87B
TTM yield
0.45%
Top-10 conc.
20.3%

Sub-score comparison

81
Cost
76
89
Tax efficiency
90
100
Liquidity
100
86
Concentration
85
Tracking quality
IWMsub-scoreIWO

Tracking quality isn't part of the composite — seewhat we don't scorefor 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 thecost calculator pre-filled with IWM vs IWO.

Top shared holdings

1,131 shared in total
#HoldingIn IWMIn IWOOverlap
1BlackRock Funds III17.02%14.75%14.75%
2Moog, Inc.0.38%0.73%0.38%
3Hut 8 Corp.0.37%0.38%0.37%
4BrightSpring Health Services, Inc.0.35%0.68%0.35%
5MaxLinear, Inc.0.34%0.66%0.34%
6Argan, Inc.0.34%0.66%0.34%
7JFrog Ltd.0.31%0.59%0.31%
8Riot Platforms, Inc.0.30%0.39%0.30%
9Krystal Biotech, Inc.0.30%0.58%0.30%
10ESCO Technologies, Inc.0.29%0.56%0.29%
11FirstCash Holdings, Inc.0.28%0.53%0.28%
12Compass, Inc.0.27%0.45%0.27%

Only in IWM

884 total
  • Viasat, Inc.0.35%
  • CareTrust REIT, Inc.0.28%
  • Terex Corp.0.26%
  • JBT Marel Corp.0.24%
  • Lumen Technologies, Inc.0.23%
  • Macerich Co. (The)0.22%
  • Terreno Realty Corp.0.21%
  • Taylor Morrison Home Corp.0.21%
  • Vishay Intertechnology, Inc.0.21%
  • Essential Properties Realty Trust, Inc.0.20%

Only in IWO

4 total
  • BlackRock Funds III0.01%
  • Shimmick Corp.0.01%
  • WeShop Holdings Ltd.0.00%
  • LanzaTech Global, Inc.0.00%

Open IWM or IWO 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.