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ETF comparison

IWM vs SPTM

US Small Cap vs US Total Market.

iShares Russell 2000 ETF · State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF

Holdings overlap

Weighted by ISIN/CUSIP
2.7 %

621 positions appear in both funds. Buying equal dollars of IWM and SPTM would leave roughly 2.7% of each dollar exposed to the same underlying securities.

IWM unmatched 97.1% Shared 2.7% SPTM unmatched 97.2%

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
1,393 positions
Shared
621 positions
In SPTM only
887 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%
SPTM

State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF

State Street · US Total Market

91 composite / 100
Expense ratio
0.030%
Net assets
$13.99B
TTM yield
1.07%
Top-10 conc.
33.5%

Sub-score comparison

81
Cost
97
89
Tax efficiency
88
100
Liquidity
100
100
Concentration
66
—
Tracking quality
—
IWM sub-score SPTM

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

Cost difference

SPTM is 16 bps cheaper than IWM. On a $100,000 position that's about $160/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 SPTM.

Top shared holdings

621 shared in total
# Holding In IWM In SPTM Overlap
1 Moog, Inc. 0.38% 0.02% 0.02%
2 Argan, Inc. 0.34% 0.02% 0.02%
3 EnerSys 0.27% 0.01% 0.01%
4 ESCO Technologies, Inc. 0.29% 0.01% 0.01%
5 Krystal Biotech, Inc. 0.30% 0.01% 0.01%
6 Cytokinetics, Inc. 0.35% 0.01% 0.01%
7 MaxLinear, Inc. 0.34% 0.01% 0.01%
8 FirstCash Holdings, Inc. 0.28% 0.01% 0.01%
9 BrightSpring Health Services, Inc. 0.35% 0.01% 0.01%
10 Plexus Corp. 0.25% 0.01% 0.01%
11 Fluor Corp. 0.23% 0.01% 0.01%
12 Alkermes plc 0.27% 0.01% 0.01%

Only in IWM

1,393 total
  • Hut 8 Corp. 0.37%
  • JFrog Ltd. 0.31%
  • Riot Platforms, Inc. 0.30%
  • Compass, Inc. 0.27%
  • D-Wave Quantum, Inc. 0.27%
  • Praxis Precision Medicines, Inc. 0.26%
  • Cipher Digital, Inc. 0.26%
  • Core Scientific, Inc. 0.25%
  • Vaxcyte, Inc. 0.24%
  • Kymera Therapeutics, Inc. 0.22%

Only in SPTM

887 total
  • NVIDIA Corp 6.92%
  • Apple Inc 6.07%
  • Microsoft Corp 3.96%
  • Amazon.com Inc 3.33%
  • Alphabet Inc 2.99%
  • Broadcom Inc 2.56%
  • Alphabet Inc 2.38%
  • Micron Technology Inc 1.86%
  • Meta Platforms Inc 1.76%
  • Tesla Inc 1.69%

Percentages are holdings overlap with the named fund.

Open IWM or SPTM 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.