ETF comparison
IWN vs VBR
Both US Small Cap.
iShares Russell 2000 Value ETF · Vanguard Morningstar Small-Cap Value ETF
Holdings overlap
368 positions appear in both funds. Buying equal dollars of IWN and VBR would leave roughly 19.2% 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
VBR is 19 bps cheaper than IWN. On a $100,000 position that's about $190/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 VBR.
Top shared holdings
368 shared in total| # | Holding | In IWN | In VBR | Overlap |
|---|---|---|---|---|
| 1 | Viasat, Inc. | 0.74% | 0.25% | 0.25% |
| 2 | UMB Financial Corp. | 0.62% | 0.21% | 0.21% |
| 3 | Old National Bancorp | 0.52% | 0.19% | 0.19% |
| 4 | Terex Corp. | 0.54% | 0.17% | 0.17% |
| 5 | Fluor Corp. | 0.34% | 0.16% | 0.16% |
| 6 | Jackson Financial, Inc. | 0.41% | 0.15% | 0.15% |
| 7 | Arcosa, Inc. | 0.32% | 0.15% | 0.15% |
| 8 | Macerich Co. (The) | 0.43% | 0.15% | 0.15% |
| 9 | Commercial Metals Co. | 0.38% | 0.15% | 0.15% |
| 10 | Valley National Bancorp | 0.34% | 0.15% | 0.15% |
| 11 | Terreno Realty Corp. | 0.45% | 0.15% | 0.15% |
| 12 | Glacier Bancorp, Inc. | 0.35% | 0.14% | 0.14% |
Only in IWN
1,054 total- Cytokinetics, Inc. 0.65%
- CareTrust REIT, Inc. 0.59%
- JBT Marel Corp. 0.50%
- Lumen Technologies, Inc. 0.48%
- Essential Properties Realty Trust, Inc. 0.43%
- Garrett Motion, Inc. 0.41%
- Ormat Technologies, Inc. 0.40%
- VSE Corp. 0.39%
- Kite Realty Group Trust 0.38%
- SSR Mining, Inc. 0.37%
Only in VBR
472 total- Jabil Inc 0.87%
- NRG Energy Inc 0.66%
- Tapestry Inc 0.63%
- Atmos Energy Corp 0.62%
- Williams-Sonoma Inc 0.59%
- Moderna Inc 0.54%
- Smurfit Westrock PLC 0.52%
- F5 Inc 0.50%
- US Foods Holding Corp 0.48%
- JB Hunt Transport Services Inc 0.47%
Related comparisons
More comparisons with IWN
- IWN vs VB · Vanguard Morningstar Small-Cap ETF 14.9%
- IWN vs IWO · iShares Russell 2000 Growth ETF 10.8%
- IWN vs CALF · Pacer US Small Cap Cash Cows 100 ETF 8.4%
- IWN vs IJH · iShares Core S&P Mid-Cap ETF 8.0%
- IWN vs VBK · Vanguard Morningstar Small-Cap Growth ETF 7.5%
- IWN vs ITOT · iShares Core S&P Total U.S. Stock Market ETF 2.6%
More comparisons with VBR
- VBR vs IJS · iShares S&P Small-Cap 600 Value ETF 17.5%
- VBR vs VIOV · Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares 16.7%
- VBR vs AVUV · Avantis US Small Cap Value ETF 15.0%
- VBR vs IWO · iShares Russell 2000 Growth ETF 10.2%
- VBR vs VIOG · Vanguard S&P Small-Cap 600 Growth Index Fund ETF Shares 10.1%
- VBR vs IWD · iShares Russell 1000 Value ETF 10.0%
Percentages are holdings overlap with the named fund.
Open IWN or VBR 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.