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ETF comparison

IWM vs LRGF

US Small Cap vs Multi-Factor.

iShares Russell 2000 ETF · iShares U.S. Equity Factor ETF

Holdings overlap

Weighted by ISIN/CUSIP
0.7 %

8 positions appear in both funds. Buying equal dollars of IWM and LRGF would leave roughly 0.7% of each dollar exposed to the same underlying securities.

IWM unmatched 99.1% Shared 0.7% LRGF unmatched 99.2%

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
2,006 positions
Shared
8 positions
In LRGF only
284 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%
LRGF

iShares U.S. Equity Factor ETF

iShares · Multi-Factor

84 composite / 100
Expense ratio
0.080%
Net assets
$3.67B
TTM yield
1.06%
Top-10 conc.
34.8%

Sub-score comparison

81
Cost
92
89
Tax efficiency
86
100
Liquidity
81
100
Concentration
65
—
Tracking quality
—
IWM sub-score LRGF

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

Cost difference

LRGF is 11 bps cheaper than IWM. On a $100,000 position that's about $110/yr more in fees for IWM.

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 LRGF.

Top shared holdings

8 shared in total
# Holding In IWM In LRGF Overlap
1 InterDigital, Inc. 0.23% 0.21% 0.21%
2 PTC Therapeutics, Inc. 0.21% 0.16% 0.16%
3 Argan, Inc. 0.34% 0.09% 0.09%
4 BrightSpring Health Services, Inc. 0.35% 0.09% 0.09%
5 Brinker International, Inc. 0.23% 0.05% 0.05%
6 JFrog Ltd. 0.31% 0.04% 0.04%
7 Lumen Technologies, Inc. 0.23% 0.02% 0.02%
8 StoneX Group, Inc. 0.27% 0.01% 0.01%

Only in IWM

2,006 total
  • Moog, Inc. 0.38%
  • Hut 8 Corp. 0.37%
  • Viasat, Inc. 0.35%
  • Cytokinetics, Inc. 0.35%
  • MaxLinear, Inc. 0.34%
  • UMB Financial Corp. 0.33%
  • Riot Platforms, Inc. 0.30%
  • Krystal Biotech, Inc. 0.30%
  • ESCO Technologies, Inc. 0.29%
  • CareTrust REIT, Inc. 0.28%

Only in LRGF

284 total
  • NVIDIA Corp. 7.07%
  • Apple, Inc. 6.54%
  • Microsoft Corp. 4.86%
  • Alphabet, Inc. 4.25%
  • Amazon.com, Inc. 3.40%
  • Broadcom, Inc. 2.97%
  • Meta Platforms, Inc. 1.69%
  • JPMorgan Chase & Co. 1.60%
  • Visa, Inc. 1.26%
  • Micron Technology, Inc. 1.20%

Related comparisons

More comparisons with IWM

More comparisons with LRGF

Percentages are holdings overlap with the named fund.

Open IWM or LRGF 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.