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ETF comparison

IWM vs IWV

US Small Cap vs US Total Market.

iShares Russell 2000 ETF · iShares Russell 3000 ETF

Holdings overlap

Weighted by ISIN/CUSIP
4.3 %

1,564 positions appear in both funds. Buying equal dollars of IWM and IWV would leave roughly 4.3% of each dollar exposed to the same underlying securities.

IWM unmatched 95.5% Shared 4.3% IWV unmatched 95.6%

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 IWM only
450 positions
Shared
1,564 positions
In IWV only
1,026 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%
IWV

iShares Russell 3000 ETF

iShares · US Total Market

85 composite / 100
Expense ratio
0.20%
Net assets
$20.28B
TTM yield
0.88%
Top-10 conc.
32.0%

Sub-score comparison

81
Cost
80
89
Tax efficiency
89
100
Liquidity
100
100
Concentration
69
—
Tracking quality
—
IWM sub-score IWV

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

Cost difference

IWM is 1 bps cheaper than IWV. On a $100,000 position that's about $10/yr more in fees for IWV.

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 IWV.

Top shared holdings

1,564 shared in total
# Holding In IWM In IWV Overlap
1 Moog, Inc. 0.38% 0.02% 0.02%
2 Cytokinetics, Inc. 0.35% 0.02% 0.02%
3 Hut 8 Corp. 0.37% 0.02% 0.02%
4 BrightSpring Health Services, Inc. 0.35% 0.02% 0.02%
5 Argan, Inc. 0.34% 0.01% 0.01%
6 Viasat, Inc. 0.35% 0.01% 0.01%
7 UMB Financial Corp. 0.33% 0.01% 0.01%
8 MaxLinear, Inc. 0.34% 0.01% 0.01%
9 JFrog Ltd. 0.31% 0.01% 0.01%
10 Riot Platforms, Inc. 0.30% 0.01% 0.01%
11 Krystal Biotech, Inc. 0.30% 0.01% 0.01%
12 CareTrust REIT, Inc. 0.28% 0.01% 0.01%

Only in IWM

450 total
  • Marqeta, Inc. 0.04%
  • LightPath Technologies, Inc. 0.03%
  • Pattern Group, Inc. 0.03%
  • Orion Group Holdings, Inc. 0.02%
  • Energy Vault Holdings, Inc. 0.02%
  • Costamare, Inc. 0.02%
  • Taboola.com Ltd. 0.02%
  • National Healthcare Properties, Inc. 0.02%
  • Oddity Tech Ltd. 0.02%
  • Rackspace Technology, Inc. 0.02%

Only in IWV

1,026 total
  • NVIDIA CORP 6.43%
  • APPLE INC 5.76%
  • MICROSOFT CORP 3.82%
  • AMAZON.COM INC 3.19%
  • ALPHABET INC 2.87%
  • BROADCOM INC 2.42%
  • ALPHABET INC 2.31%
  • MICRON TECHNOLOGY INC 1.79%
  • META PLATFORMS INC 1.71%
  • TESLA INC 1.69%

Percentages are holdings overlap with the named fund.

Open IWM or IWV 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.