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ETF comparison

IWO vs SPYM

US Small Cap vs US Large Cap.

iShares Russell 2000 Growth ETF · State Street SPDR Portfolio S&P 500 ETF

Holdings overlap

Weighted by ISIN/CUSIP
0.0 %

0 positions appear in both funds. Buying equal dollars of IWO and SPYM would leave roughly 0.0% of each dollar exposed to the same underlying securities.

IWO unmatched 99.6% Shared 0.0% SPYM unmatched 99.9%

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.

In IWO only
1,133 positions
Shared
0 positions
In SPYM only
506 positions

Side by side

IWO

iShares Russell 2000 Growth ETF

iShares · US Small Cap

88 composite / 100
Expense ratio
0.24%
Net assets
$14.11B
TTM yield
0.49%
Top-10 conc.
6.0%
SPYM

State Street SPDR Portfolio S&P 500 ETF

State Street · US Large Cap

91 composite / 100
Expense ratio
0.020%
Net assets
$173.63B
TTM yield
1.02%
Top-10 conc.
36.4%

Sub-score comparison

76
Cost
98
90
Tax efficiency
88
100
Liquidity
100
100
Concentration
62
—
Tracking quality
—
IWO sub-score SPYM

Tracking quality isn't part of the composite — see what we don't score for why.

Cost difference

SPYM is 22 bps cheaper than IWO. On a $100,000 position that's about $220/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 the cost calculator pre-filled with IWO vs SPYM.

Top shared holdings

0 shared in total

No shared holdings between these funds.

Only in IWO

1,133 total
  • Moog, Inc. 0.73%
  • BrightSpring Health Services, Inc. 0.68%
  • MaxLinear, Inc. 0.66%
  • Argan, Inc. 0.66%
  • JFrog Ltd. 0.59%
  • Krystal Biotech, Inc. 0.58%
  • ESCO Technologies, Inc. 0.56%
  • FirstCash Holdings, Inc. 0.53%
  • D-Wave Quantum, Inc. 0.53%
  • StoneX Group, Inc. 0.52%

Only in SPYM

506 total
  • NVIDIA Corp 7.51%
  • Apple Inc 6.59%
  • Microsoft Corp 4.29%
  • Amazon.com Inc 3.62%
  • Alphabet Inc 3.25%
  • Broadcom Inc 2.77%
  • Alphabet Inc 2.59%
  • Micron Technology Inc 2.02%
  • Meta Platforms Inc 1.92%
  • Tesla Inc 1.83%

Related comparisons

More comparisons with IWO

More comparisons with SPYM

Percentages are holdings overlap with the named fund.

Open IWO or SPYM at a brokerage

Both funds trade commission-free at major US brokerages.

Open at Fidelity

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.