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ETF comparison

IWM vs QUAL

US Small Cap vs Quality Factor.

iShares Russell 2000 ETF · iShares MSCI USA Quality Factor ETF

Holdings overlap

Weighted by ISIN/CUSIP
0.0 %

0 positions appear in both funds. Buying equal dollars of IWM and QUAL would leave roughly 0.0% of each dollar exposed to the same underlying securities.

IWM unmatched 99.8% Shared 0.0% QUAL unmatched 99.9%

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
2,014 positions
Shared
0 positions
In QUAL only
125 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%
QUAL

iShares MSCI USA Quality Factor ETF

iShares · Quality Factor

84 composite / 100
Expense ratio
0.15%
Net assets
$47.68B
TTM yield
0.85%
Top-10 conc.
43.2%

Sub-score comparison

81
Cost
85
89
Tax efficiency
86
100
Liquidity
100
100
Concentration
53
—
Tracking quality
—
IWM sub-score QUAL

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

Cost difference

QUAL is 4 bps cheaper than IWM. On a $100,000 position that's about $40/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 QUAL.

Top shared holdings

0 shared in total

No shared holdings between these funds.

Only in IWM

2,014 total
  • Moog, Inc. 0.38%
  • Hut 8 Corp. 0.37%
  • Viasat, Inc. 0.35%
  • BrightSpring Health Services, Inc. 0.35%
  • Cytokinetics, Inc. 0.35%
  • MaxLinear, Inc. 0.34%
  • Argan, Inc. 0.34%
  • UMB Financial Corp. 0.33%
  • JFrog Ltd. 0.31%
  • Riot Platforms, Inc. 0.30%

Only in QUAL

125 total
  • MICROSOFT CORPORATION 7.16%
  • APPLE INC. 6.64%
  • NVIDIA CORPORATION 5.85%
  • THE TJX COMPANIES, INC. 3.98%
  • META PLATFORMS, INC. 3.69%
  • ELI LILLY AND COMPANY 3.66%
  • LAM RESEARCH CORPORATION 3.49%
  • VISA INC. 3.17%
  • APPLIED MATERIALS, INC. 3.10%
  • KLA CORPORATION 2.47%

Percentages are holdings overlap with the named fund.

Open IWM or QUAL 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.