ETF comparison
IWN vs SPSM
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 roughly 43.5% 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
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 the cost 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
1,027 total- Cytokinetics, Inc. 0.65%
- UMB Financial Corp. 0.62%
- CareTrust REIT, Inc. 0.59%
- Terex Corp. 0.54%
- Old National Bancorp 0.52%
- Taylor Morrison Home Corp. 0.44%
- Southwest Gas Holdings, Inc. 0.42%
- Garrett Motion, Inc. 0.41%
- Ormat Technologies, Inc. 0.40%
- Hancock Whitney Corp. 0.40%
Only in SPSM
209 total- FormFactor Inc 0.68%
- Molina Healthcare Inc 0.65%
- Argan Inc 0.60%
- BrightSpring Health Services Inc 0.60%
- Element Solutions Inc 0.59%
- MaxLinear Inc 0.58%
- Krystal Biotech Inc 0.53%
- ESCO Technologies Inc 0.49%
- Match Group Inc 0.48%
- Everus Construction Group Inc 0.46%
Related comparisons
More comparisons with IWN
- IWN vs VIOO · Vanguard S&P Small-Cap 600 Index Fund ETF Shares 43.5%
- IWN vs IJR · iShares Core S&P Small-Cap ETF 42.5%
- IWN vs IJS · iShares S&P Small-Cap 600 Value ETF 40.1%
- IWN vs VIOV · Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares 39.9%
- IWN vs BBSC · JPMorgan BetaBuilders U.S. Small Cap Equity ETF 38.7%
- IWN vs DFAT · U.S. Targeted Value Portfolio-ETF Class Shares 38.4%
More comparisons with SPSM
- SPSM vs IWO · iShares Russell 2000 Growth ETF 40.6%
- SPSM vs VTWO · Vanguard Russell 2000 Index Fund ETF Shares 40.4%
- SPSM vs FNDA · Schwab Fundamental U.S. Small Company ETF 35.7%
- SPSM vs DFAS · U.S. Small Cap Portfolio-ETF Class Shares 34.3%
- SPSM vs SCHA · Schwab U.S. Small-Cap ETF 34.0%
- SPSM vs DFSV · DFA U.S. Small Cap Value Portfolio – ETF Class Shares 32.0%
Percentages are holdings overlap with the named fund.
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 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.