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ETF comparison

IWM vs SPLV

US Small Cap vs Low Volatility Factor.

iShares Russell 2000 ETF · Invesco S&P 500 Low Volatility ETF

Holdings overlap

Weighted by ISIN/CUSIP
0.0 %

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

IWM unmatched 99.8% Shared 0.0% SPLV unmatched 99.8%

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 SPLV only
101 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%
SPLV

Invesco S&P 500 Low Volatility ETF

Invesco · Low Volatility Factor

84 composite / 100
Expense ratio
0.25%
Net assets
$6.92B
TTM yield
2.19%
Top-10 conc.
12.5%

Sub-score comparison

81
Cost
75
89
Tax efficiency
84
100
Liquidity
93
100
Concentration
96
—
Tracking quality
—
IWM sub-score SPLV

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

Cost difference

IWM is 6 bps cheaper than SPLV. On a $100,000 position that's about $60/yr more in fees for SPLV.

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 SPLV.

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 SPLV

101 total
  • FirstEnergy Corp. 1.34%
  • Loews Corp. 1.29%
  • Berkshire Hathaway Inc. 1.28%
  • Duke Energy Corp. 1.25%
  • Ameren Corp. 1.24%
  • WEC Energy Group Inc. 1.24%
  • Alliant Energy Corp. 1.23%
  • CenterPoint Energy, Inc. 1.23%
  • DTE Energy Co. 1.22%
  • Evergy, Inc. 1.22%

Percentages are holdings overlap with the named fund.

Open IWM or SPLV 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.