IWOvsSPSM

iShares Russell 2000 Growth ETF or State Street SPDR Portfolio S&P 600 Small Cap ETF, side by side from their own SEC filings. 39% of their stock holdings are the same at the same weight, across 270 stocks in both. SPSM costs 0.03% a year against 0.24% for IWO, $21 a year less on $10,000. Over the last twelve months IWO returned +38.6% and SPSM +37.5%.

39%of the two portfolios is the same stocks at the same weight
IWO43% in stocks the other holds too
SPSM48% in stocks the other holds too
stocks in bothstocks only in that fundbonds, cash and unmatched shares

The two funds

From each fund's latest N-PORT filing and its prospectus.

IWOSPSMYearly cost0.24%0.03%Net assets$15.4B$16.9BPositions1,137613Last 12 months+38.6%+37.5%3 years, a year+18.3%+16.0%5 years, a year+5.5%+7.3%Largest holdingBlackRock 14.8%State 6.0%Main sectorHealthcare 27%Financial Services 17%Holdings as ofJun 30, 2026Jun 30, 2026

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.

IWO$204SPSM$210
July 2019June 2026

More comparisons

From each fund’s Form N-PORT (IWO: June 2026, SPSM: 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.