ETF comparison
IWNvsSPSM
Both US Small Cap.
iShares Russell 2000 Value ETF · State Street SPDR Portfolio S&P 600 Small Cap ETF
Holdings overlap
395 positions appear in both funds. Buying equal dollars of IWN and SPSM would leave roughly43.5%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
SPSM is 21 bps cheaper than IWN. On a $100,000 position that's about $210/yr more in fees for IWN.
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 IWN vs SPSM.
Top shared holdings
395 shared in total| # | Holding | In IWN | In SPSM | Overlap |
|---|---|---|---|---|
| 1 | Viasat, Inc. | 0.74% | 0.66% | 0.66% |
| 2 | JBT Marel Corp. | 0.50% | 0.41% | 0.41% |
| 3 | Lumen Technologies, Inc. | 0.48% | 0.39% | 0.39% |
| 4 | Macerich Co. (The) | 0.43% | 0.39% | 0.39% |
| 5 | Jackson Financial, Inc. | 0.41% | 0.39% | 0.39% |
| 6 | Terreno Realty Corp. | 0.45% | 0.37% | 0.37% |
| 7 | Vishay Intertechnology, Inc. | 0.43% | 0.36% | 0.36% |
| 8 | Essential Properties Realty Trust, Inc. | 0.43% | 0.35% | 0.35% |
| 9 | VSE Corp. | 0.39% | 0.35% | 0.35% |
| 10 | Life Time Group Holdings, Inc. | 0.36% | 0.34% | 0.34% |
| 11 | Atlantic Union Bankshares Corp. | 0.36% | 0.33% | 0.33% |
| 12 | Arcosa, Inc. | 0.32% | 0.39% | 0.32% |
Only in IWN
1,029 total- BlackRock Funds III5.05%
- Cytokinetics, Inc.0.65%
- UMB Financial Corp.0.62%
- CareTrust REIT, Inc.0.59%
- Terex Corp.0.54%
- Old National Bancorp0.52%
- Taylor Morrison Home Corp.0.44%
- Southwest Gas Holdings, Inc.0.42%
- Garrett Motion, Inc.0.41%
- Ormat Technologies, Inc.0.40%
Only in SPSM
210 total- FormFactor Inc0.68%
- Molina Healthcare Inc0.65%
- Argan Inc0.60%
- BrightSpring Health Services Inc0.60%
- Element Solutions Inc0.59%
- MaxLinear Inc0.58%
- Krystal Biotech Inc0.53%
- ESCO Technologies Inc0.49%
- Match Group Inc0.48%
- Everus Construction Group Inc0.46%
Open IWN or SPSM 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.