Fund comparison · from official SEC filings
IWM vs IWN: how much do they overlap?
iShares Russell 2000 ETF and iShares Russell 2000 Value ETF
vs
IWM and IWN are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
IWM
IWN
B
BISXXBCF INSTITUTIONAL-SL AGNCY
13.51%
8.00%
E
ECHOECHOSTAR CORP-A
0.32%
0.70%
O
OKLOOKLO INC
0.37%
0.63%
U
UMBFUMB FINANCIAL CORP
0.26%
0.53%
J
JXNJACKSON FINANCIAL INC-A
0.21%
0.49%
F
FLRFLUOR CORP
0.21%
0.47%
O
ONBOLD NATIONAL BANCORP
0.23%
0.46%
M
MARAMARA HOLDINGS INC
0.21%
0.46%
C
CTRECARETRUST REIT INC
0.23%
0.45%
R
RIOTRIOT PLATFORMS INC
0.20%
0.45%
C
CADECADENCE BANK
0.18%
0.44%
C
CMCCOMMERCIAL METALS CO
0.20%
0.44%
T
THMTAYLOR MORRISON HOME CORP
0.20%
0.43%
E
ESNTESSENT GROUP LTD
0.19%
0.42%
C
CDECOEUR MINING INC
0.37%
0.41%
R
REZIRESIDEO TECHNOLOGIES INC
0.18%
0.40%
E
EPRTESSENTIAL PROPERTIES REALTY
0.18%
0.40%
O
ORAORMAT TECHNOLOGIES INC
0.18%
0.40%
T
TRNOTERRENO REALTY CORP
0.18%
0.39%
T
TTMITTM TECHNOLOGIES
0.18%
0.39%
G
GATXGATX CORP
0.19%
0.39%
C
CYTKCYTOKINETICS INC
0.20%
0.39%
H
HLHECLA MINING CO
0.22%
0.38%
T
TXNMTXNM ENERGY INC
0.17%
0.37%
H
HWCHANCOCK WHITNEY CORP
0.16%
0.37%
Only in IWM
C
CRDOCREDO TECHNOLOGY GROUP HOLDI
0.66%
B
BEBLOOM ENERGY CORP- A
0.55%
I
IONQIONQ INC
0.52%
K
KTOSKRATOS DEFENSE & SECURITY
0.46%
F
FNFABRINET
0.40%
R
RMBSRAMBUS INC
0.34%
H
HIMSHIMS & HERS HEALTH INC
0.33%
S
STRLSTERLING INFRASTRUCTURE INC
0.31%
A
AVAVAEROVIRONMENT INC
0.31%
E
ENSGENSIGN GROUP INC/THE
0.30%
R
RGTIRIGETTI COMPUTING INC
0.29%
?
—CHART INDUSTRIES, INC.
0.28%
S
SPXCSPX TECHNOLOGIES INC
0.27%
I
IDCCINTERDIGITAL INC
0.27%
M
MDGLMADRIGAL PHARMACEUTICALS INC
0.26%
C
CVLTCOMMVAULT SYSTEMS INC
0.26%
D
DYDYCOM INDUSTRIES INC
0.25%
B
BBIOBRIDGEBIO PHARMA INC
0.25%
H
HQYHEALTHEQUITY INC
0.25%
W
WTSWATTS WATER TECHNOLOGIES-A
0.23%
Q
QBTSD-WAVE QUANTUM INC
0.23%
G
GHGUARDANT HEALTH INC
0.23%
M
MODMODINE MANUFACTURING CO
0.23%
J
JOBYJOBY AVIATION INC
0.23%
F
FSSFEDERAL SIGNAL CORP
0.22%
Only in IWN
?
—ALIGHT, INC.
0.10%
?
—Marqeta, Inc.
0.08%
?
—Guaranty Bancshares, Inc.
0.03%
?
—James River Group Holdings Ltd.
0.01%
?
—Tile Shop Holdings, Inc.
0.01%
?
—Bark, Inc.
0.00%
F
FLYXFLYEXCLUSIVE INC
0.00%
L
LPALOGISTIC PROPERTIES OF THE A
0.00%
C
CIRCCIRCLE8 GROUP INC
0.00%
?
—Tevogen Bio Holdings, Inc.
0.00%
E
ELVRELEVRA LITHIUM LTD
0.00%
Hold IWM and IWN together? See your combined true holdings, overlap, and blended fees — free, no signup.
Unwrap your portfolio →Other comparisons you might like
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73% overlap
IWM vs FSSNXFidelity Small Cap Index Fund
73% overlap
IWM vs ITWOProShares Russell 2000 High Income ETF
68% overlap
IWM vs FLXSXFidelity Flex Small Cap Index Fund
57% overlap
Data source: official SEC Form N-PORT filings from each fund. Fund holdings are disclosed quarterly and may reflect a 60-day reporting delay.
Informational and educational only — not investment advice.
Informational and educational only — not investment advice.