ETF comparison
IWN vs VIG
US Small Cap vs Dividend.
iShares Russell 2000 Value ETF · Vanguard Dividend Appreciation Index Fund ETF Shares
Holdings overlap
75 positions appear in both funds. Buying equal dollars of IWN and VIG would leave roughly 0.9% 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
VIG is 20 bps cheaper than IWN. On a $100,000 position that's about $200/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 VIG.
Top shared holdings
75 shared in total| # | Holding | In IWN | In VIG | Overlap |
|---|---|---|---|---|
| 1 | UMB Financial Corp. | 0.62% | 0.04% | 0.04% |
| 2 | Enpro, Inc. | 0.03% | 0.03% | 0.03% |
| 3 | GATX Corp. | 0.38% | 0.03% | 0.03% |
| 4 | Matson, Inc. | 0.38% | 0.03% | 0.03% |
| 5 | Home BancShares, Inc. | 0.35% | 0.03% | 0.03% |
| 6 | TXNM Energy, Inc. | 0.38% | 0.02% | 0.02% |
| 7 | Selective Insurance Group, Inc. | 0.38% | 0.02% | 0.02% |
| 8 | CNO Financial Group, Inc. | 0.31% | 0.02% | 0.02% |
| 9 | UFP Industries, Inc. | 0.34% | 0.02% | 0.02% |
| 10 | First Financial Bankshares, Inc. | 0.16% | 0.02% | 0.02% |
| 11 | Cabot Corp. | 0.31% | 0.02% | 0.02% |
| 12 | Balchem Corp. | 0.02% | 0.02% | 0.02% |
Only in IWN
1,347 total- Viasat, Inc. 0.74%
- Cytokinetics, Inc. 0.65%
- CareTrust REIT, Inc. 0.59%
- Terex Corp. 0.54%
- Old National Bancorp 0.52%
- JBT Marel Corp. 0.50%
- Lumen Technologies, Inc. 0.48%
- Terreno Realty Corp. 0.45%
- Taylor Morrison Home Corp. 0.44%
- Vishay Intertechnology, Inc. 0.43%
Only in VIG
258 total- Broadcom Inc 4.63%
- Apple Inc 4.45%
- Microsoft Corp 4.34%
- JPMorgan Chase & Co 4.07%
- Eli Lilly & Co 3.93%
- ExxonMobil Holdings Corp 2.78%
- Johnson & Johnson 2.67%
- Visa Inc 2.45%
- Walmart Inc 2.11%
- Mastercard Inc 2.00%
Related comparisons
More comparisons with IWN
More comparisons with VIG
- VIG vs AVUV · Avantis US Small Cap Value ETF 0.8%
- VIG vs IJR · iShares Core S&P Small-Cap ETF 0.7%
- VIG vs SPSM · State Street SPDR Portfolio S&P 600 Small Cap ETF 0.7%
- VIG vs VIOO · Vanguard S&P Small-Cap 600 Index Fund ETF Shares 0.6%
- VIG vs IJS · iShares S&P Small-Cap 600 Value ETF 0.6%
- VIG vs VIOV · Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares 0.5%
Percentages are holdings overlap with the named fund.
Open IWN or VIG 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.