ETF comparison
IWN vs VYM
US Small Cap vs Dividend.
iShares Russell 2000 Value ETF · Vanguard High Dividend Yield Index Fund ETF Shares
Holdings overlap
165 positions appear in both funds. Buying equal dollars of IWN and VYM would leave roughly 2.2% 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
VYM 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 VYM.
Top shared holdings
165 shared in total| # | Holding | In IWN | In VYM | Overlap |
|---|---|---|---|---|
| 1 | UMB Financial Corp. | 0.62% | 0.04% | 0.04% |
| 2 | Old National Bancorp | 0.52% | 0.04% | 0.04% |
| 3 | Jackson Financial, Inc. | 0.41% | 0.03% | 0.03% |
| 4 | SM Energy Co. | 0.39% | 0.03% | 0.03% |
| 5 | Terex Corp. | 0.54% | 0.03% | 0.03% |
| 6 | PBF Energy, Inc. | 0.29% | 0.03% | 0.03% |
| 7 | Valley National Bancorp | 0.34% | 0.03% | 0.03% |
| 8 | United Bankshares, Inc. | 0.38% | 0.03% | 0.03% |
| 9 | Southwest Gas Holdings, Inc. | 0.42% | 0.03% | 0.03% |
| 10 | Glacier Bancorp, Inc. | 0.35% | 0.03% | 0.03% |
| 11 | GATX Corp. | 0.38% | 0.03% | 0.03% |
| 12 | Hancock Whitney Corp. | 0.40% | 0.03% | 0.03% |
Only in IWN
1,257 total- Viasat, Inc. 0.74%
- Cytokinetics, Inc. 0.65%
- CareTrust REIT, Inc. 0.59%
- JBT Marel Corp. 0.50%
- Lumen Technologies, Inc. 0.48%
- Terreno Realty Corp. 0.45%
- Taylor Morrison Home Corp. 0.44%
- Essential Properties Realty Trust, Inc. 0.43%
- Macerich Co. (The) 0.43%
- Garrett Motion, Inc. 0.41%
Only in VYM
439 total- Broadcom Inc 7.35%
- JPMorgan Chase & Co 3.82%
- ExxonMobil Holdings Corp 2.63%
- Johnson & Johnson 2.51%
- Cisco Systems Inc 1.86%
- AbbVie Inc 1.80%
- Bank of America Corp 1.66%
- UnitedHealth Group Inc 1.52%
- Caterpillar Inc 1.50%
- Chevron Corp 1.48%
Related comparisons
More comparisons with IWN
- IWN vs SCHD · Schwab U.S. Dividend Equity ETF 1.0%
- IWN vs VIG · Vanguard Dividend Appreciation Index Fund ETF Shares 0.9%
- IWN vs DGRO · iShares Core Dividend Growth ETF 0.7%
- IWN vs IVV · iShares Core S&P 500 ETF 0.0%
- IWN vs IWD · iShares Russell 1000 Value ETF 0.0%
- IWN vs IWF · iShares Russell 1000 Growth ETF 0.0%
More comparisons with VYM
- VYM vs AVUV · Avantis US Small Cap Value ETF 2.1%
- VYM vs SPSM · State Street SPDR Portfolio S&P 600 Small Cap ETF 2.0%
- VYM vs IJR · iShares Core S&P Small-Cap ETF 2.0%
- VYM vs VIOO · Vanguard S&P Small-Cap 600 Index Fund ETF Shares 1.9%
- VYM vs IJS · iShares S&P Small-Cap 600 Value ETF 1.8%
- VYM vs VIOV · Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares 1.7%
Percentages are holdings overlap with the named fund.
Open IWN or VYM 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.