ETF comparison
IWMvsSMLF
US Small Cap vs Multi-Factor.
iShares Russell 2000 ETF · iShares U.S. Small-Cap Equity Factor ETF
Holdings overlap
490 positions appear in both funds. Buying equal dollars of IWM and SMLF would leave roughly33.0%of each dollar exposed to the same underlying securities.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — seewhat we don't scorefor why.
Cost difference
SMLF 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 thecost calculator pre-filled with IWM vs SMLF.
Top shared holdings
490 shared in total| # | Holding | In IWM | In SMLF | Overlap |
|---|---|---|---|---|
| 1 | BlackRock Funds III | 17.02% | 7.81% | 7.81% |
| 2 | Argan, Inc. | 0.34% | 0.49% | 0.34% |
| 3 | Alkermes plc | 0.27% | 0.29% | 0.27% |
| 4 | Lumen Technologies, Inc. | 0.23% | 0.22% | 0.22% |
| 5 | Macerich Co. (The) | 0.22% | 0.26% | 0.22% |
| 6 | Terex Corp. | 0.26% | 0.20% | 0.20% |
| 7 | Nuvalent, Inc. | 0.21% | 0.19% | 0.19% |
| 8 | Axcelis Technologies, Inc. | 0.18% | 0.19% | 0.18% |
| 9 | Archrock, Inc. | 0.22% | 0.18% | 0.18% |
| 10 | Kulicke & Soffa Industries, Inc. | 0.21% | 0.17% | 0.17% |
| 11 | GATX Corp. | 0.20% | 0.17% | 0.17% |
| 12 | Matson, Inc. | 0.18% | 0.17% | 0.17% |
Only in IWM
1,525 total- Hut 8 Corp.0.37%
- MaxLinear, Inc.0.34%
- Riot Platforms, Inc.0.30%
- Krystal Biotech, Inc.0.30%
- ESCO Technologies, Inc.0.29%
- CareTrust REIT, Inc.0.28%
- Old National Bancorp0.28%
- FirstCash Holdings, Inc.0.28%
- Plexus Corp.0.25%
- Enpro, Inc.0.25%
Only in SMLF
400 total- EMCOR Group, Inc.1.33%
- BlackRock Funds III0.95%
- Jabil, Inc.0.88%
- nVent Electric plc0.84%
- Interactive Brokers Group, Inc.0.78%
- Mueller Industries, Inc.0.70%
- Sterling Infrastructure, Inc.0.69%
- Flex Ltd.0.68%
- Tapestry, Inc.0.66%
- Reliance, Inc.0.52%
Open IWM or SMLF 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.