ETF comparison
IWM vs SPHQ
US Small Cap vs Quality Factor.
Holdings overlap
0 positions appear in both funds. Buying equal dollars of IWM and SPHQ would leave roughly 0.0% of each dollar exposed to the same underlying securities.
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.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — see what we don't score for why.
Cost difference
SPHQ 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 SPHQ.
Top shared holdings
0 shared in totalNo 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 SPHQ
101 total- Mastercard Inc. 5.76%
- Visa Inc. 5.57%
- Apple Inc. 5.21%
- GE Vernova Inc. 4.13%
- Costco Wholesale Corp. 3.99%
- Lam Research Corp. 3.97%
- General Electric Co. 3.95%
- Cisco Systems, Inc. 3.73%
- Netflix, Inc. 3.71%
- Western Digital Corp. 3.08%
Related comparisons
More comparisons with IWM
- IWM vs SPLV · Invesco S&P 500 Low Volatility ETF 0.0%
- IWM vs SPMO · Invesco S&P 500 Momentum ETF 0.0%
- IWM vs SPY · State Street SPDR S&P 500 ETF Trust 0.0%
- IWM vs SPYD · State Street SPDR Portfolio S&P 500 High Dividend ETF 0.0%
- IWM vs SPYG · State Street SPDR Portfolio S&P 500 Growth ETF 0.0%
- IWM vs SPYM · State Street SPDR Portfolio S&P 500 ETF 0.0%
More comparisons with SPHQ
- SPHQ vs QUAL · iShares MSCI USA Quality Factor ETF 40.4%
- SPHQ vs DUHP · DFA U.S. High Relative Profitability Portfolio – ETF Class Shares 37.3%
- SPHQ vs JQUA · JPMorgan U.S. Quality Factor ETF 31.1%
- SPHQ vs QQQ · Invesco QQQ Trust 26.8%
- SPHQ vs VIG · Vanguard Dividend Appreciation Index Fund ETF Shares 24.5%
- SPHQ vs IWF · iShares Russell 1000 Growth ETF 23.4%
Percentages are holdings overlap with the named fund.
Open IWM or SPHQ 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.