ETF comparison

IWOvsSPSM

Both US Small Cap.

iShares Russell 2000 Growth ETF · State Street SPDR Portfolio S&P 600 Small Cap ETF

Holdings overlap

Weighted by ISIN/CUSIP
40.6%

281 positions appear in both funds. Buying equal dollars of IWO and SPSM would leave roughly40.6%of each dollar exposed to the same underlying securities.

IWO only 73.8%Shared 40.6%SPSM only 59.2%
In IWO only
854 positions
Shared
281 positions
In SPSM only
324 positions

Side by side

IWO

iShares Russell 2000 Growth ETF

iShares · US Small Cap

86composite / 100
Expense ratio
0.24%
Net assets
$14.87B
TTM yield
0.45%
Top-10 conc.
20.3%
SPSM

State Street SPDR Portfolio S&P 600 Small Cap ETF

State Street · US Small Cap

96composite / 100
Expense ratio
0.030%
Net assets
$16.85B
TTM yield
1.43%
Top-10 conc.
11.2%

Sub-score comparison

76
Cost
97
90
Tax efficiency
88
100
Liquidity
100
85
Concentration
98
Tracking quality
IWOsub-scoreSPSM

Tracking quality isn't part of the composite — seewhat we don't scorefor why.

Cost difference

SPSM is 21 bps cheaper than IWO. On a $100,000 position that's about $210/yr more in fees for IWO.

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 IWO vs SPSM.

Top shared holdings

281 shared in total
#HoldingIn IWOIn SPSMOverlap
1Argan, Inc.0.66%0.60%0.60%
2BrightSpring Health Services, Inc.0.68%0.60%0.60%
3MaxLinear, Inc.0.66%0.58%0.58%
4Krystal Biotech, Inc.0.58%0.53%0.53%
5ESCO Technologies, Inc.0.56%0.49%0.49%
6StoneX Group, Inc.0.52%0.45%0.45%
7Glaukos Corp.0.48%0.45%0.45%
8Ryman Hospitality Properties, Inc.0.48%0.44%0.44%
9Plexus Corp.0.49%0.44%0.44%
10Enpro, Inc.0.46%0.43%0.43%
11Federal Signal Corp.0.47%0.43%0.43%
12MYR Group, Inc.0.47%0.42%0.42%

Only in IWO

854 total
  • BlackRock Funds III14.75%
  • Moog, Inc.0.73%
  • JFrog Ltd.0.59%
  • FirstCash Holdings, Inc.0.53%
  • D-Wave Quantum, Inc.0.53%
  • Praxis Precision Medicines, Inc.0.51%
  • Cipher Digital, Inc.0.50%
  • EnerSys0.49%
  • HealthEquity, Inc.0.46%
  • Compass, Inc.0.45%

Only in SPSM

324 total
  • FormFactor Inc0.68%
  • Viasat Inc0.66%
  • Molina Healthcare Inc0.65%
  • Element Solutions Inc0.59%
  • Match Group Inc0.48%
  • Everus Construction Group Inc0.46%
  • Corcept Therapeutics Inc0.45%
  • Ralliant Corp0.45%
  • Powell Industries Inc0.44%
  • Eastman Chemical Co0.42%

Open IWO 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.