IWMvsIWN
iShares Russell 2000 ETF or iShares Russell 2000 Value ETF, side by side from their own SEC filings. 48% of their stock holdings are the same at the same weight, across 1,038 stocks in both. IWM costs 0.19% a year against 0.24% for IWN, $5 a year less on $10,000. Over the last twelve months IWM returned +40.6% and IWN +42.7%.
The two funds
From each fund's latest N-PORT filing and its prospectus.
Returns are total returns with dividends reinvested, from the funds’ own monthly figures; “(price)” marks a fund whose filing record is younger than a year, whose twelve months are its price change. The stronger figure in each row is set in bold. Past returns say what happened, not what will.
Growth of $100
Both funds from July 2019, the first month both report, dividends reinvested.
What they both hold
1,038 stocks are in both funds: 55% of IWM and 89% of IWN. The biggest shared positions:
Only in IWM
Its biggest stocks the other fund does not hold.
More comparisons
From each fund’s Form N-PORT (IWM: June 2026, IWN: June 2026) and prospectus, via the SEC’s public data sets. Overlap counts only the stocks we can match to a listing: stock by stock, the smaller of the two weights, added up.