ETF comparison
IWM vs VLUE
US Small Cap vs Value Factor.
iShares Russell 2000 ETF · iShares MSCI USA Value Factor ETF
Holdings overlap
0 positions appear in both funds. Buying equal dollars of IWM and VLUE 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
VLUE 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 VLUE.
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 VLUE
151 total- MICRON TECHNOLOGY, INC. 18.98%
- CISCO SYSTEMS, INC. 4.65%
- GENERAL MOTORS COMPANY 3.99%
- VERIZON COMMUNICATIONS INC. 2.97%
- AT&T INC. 2.55%
- BANK OF AMERICA CORPORATION 2.21%
- FORD MOTOR COMPANY 2.14%
- COMCAST CORPORATION 1.78%
- CITIGROUP INC. 1.62%
- PFIZER INC. 1.60%
Related comparisons
More comparisons with IWM
- IWM vs VO · Vanguard Morningstar Mid-Cap ETF 0.0%
- IWM vs VOE · Vanguard Morningstar Mid-Cap Value ETF 0.0%
- IWM vs VOO · Vanguard S&P 500 ETF 0.0%
- IWM vs VOOG · Vanguard S&P 500 Growth Index Fund ETF Shares 0.0%
- IWM vs VOOV · Vanguard S&P 500 Value Index Fund ETF Shares 0.0%
- IWM vs VOT · Vanguard Morningstar Mid-Cap Growth ETF 0.0%
More comparisons with VLUE
- VLUE vs VTV · Vanguard Morningstar Value ETF 28.8%
- VLUE vs VO · Vanguard Morningstar Mid-Cap ETF 24.0%
- VLUE vs VYM · Vanguard High Dividend Yield Index Fund ETF Shares 23.8%
- VLUE vs IWD · iShares Russell 1000 Value ETF 19.8%
- VLUE vs SCHD · Schwab U.S. Dividend Equity ETF 15.8%
- VLUE vs DGRO · iShares Core Dividend Growth ETF 13.6%
Percentages are holdings overlap with the named fund.
Open IWM or VLUE 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.