ETF comparison
FNDA vs IWM
Both US Small Cap.
Schwab Fundamental U.S. Small Company ETF · iShares Russell 2000 ETF
Holdings overlap
625 positions appear in both funds. Buying equal dollars of FNDA and IWM would leave roughly 39.6% of each dollar exposed to the same underlying securities.
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.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — see what we don't score for why.
Cost difference
IWM is 6 bps cheaper than FNDA. On a $100,000 position that's about $60/yr more in fees for FNDA.
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 FNDA vs IWM.
Top shared holdings
625 shared in total| # | Holding | In FNDA | In IWM | Overlap |
|---|---|---|---|---|
| 1 | Viasat Inc | 0.30% | 0.35% | 0.30% |
| 2 | Compass Inc | 0.43% | 0.27% | 0.27% |
| 3 | EnerSys | 0.27% | 0.27% | 0.27% |
| 4 | Terex Corp | 0.31% | 0.26% | 0.26% |
| 5 | Moog Inc | 0.25% | 0.38% | 0.25% |
| 6 | Plexus Corp | 0.23% | 0.25% | 0.23% |
| 7 | Valley National Bancorp | 0.22% | 0.22% | 0.22% |
| 8 | Silicon Laboratories Inc | 0.20% | 0.22% | 0.20% |
| 9 | Old National Bancorp/IN | 0.19% | 0.28% | 0.19% |
| 10 | Arcosa Inc | 0.18% | 0.22% | 0.18% |
| 11 | FirstCash Holdings Inc | 0.18% | 0.28% | 0.18% |
| 12 | TXNM Energy Inc | 0.19% | 0.18% | 0.18% |
Only in FNDA
288 total- Lumentum Holdings Inc 0.55%
- Twilio Inc 0.34%
- MKS Inc 0.32%
- Royalty Pharma PLC 0.32%
- Coherent Corp 0.32%
- ATI Inc 0.31%
- FactSet Research Systems Inc 0.31%
- Southern Copper Corp 0.30%
- DoorDash Inc 0.30%
- Entegris Inc 0.29%
Only in IWM
1,389 total- Hut 8 Corp. 0.37%
- Cytokinetics, Inc. 0.35%
- Argan, Inc. 0.34%
- JFrog Ltd. 0.31%
- Riot Platforms, Inc. 0.30%
- Krystal Biotech, Inc. 0.30%
- D-Wave Quantum, Inc. 0.27%
- StoneX Group, Inc. 0.27%
- Praxis Precision Medicines, Inc. 0.26%
- Cipher Digital, Inc. 0.26%
Related comparisons
More comparisons with FNDA
- FNDA vs VIOO · Vanguard S&P Small-Cap 600 Index Fund ETF Shares 37.6%
- FNDA vs SPSM · State Street SPDR Portfolio S&P 600 Small Cap ETF 36.8%
- FNDA vs IJR · iShares Core S&P Small-Cap ETF 36.6%
- FNDA vs VB · Vanguard Morningstar Small-Cap ETF 36.2%
- FNDA vs IWN · iShares Russell 2000 Value ETF 34.5%
- FNDA vs DFAT · DFA U.S. Targeted Value Portfolio-ETF Class Shares 32.4%
More comparisons with IWM
- IWM vs DFAT · DFA U.S. Targeted Value Portfolio-ETF Class Shares 33.7%
- IWM vs VIOV · Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares 32.0%
- IWM vs IJS · iShares S&P Small-Cap 600 Value ETF 31.8%
- IWM vs VIOG · Vanguard S&P Small-Cap 600 Growth Index Fund ETF Shares 31.4%
- IWM vs IJT · iShares S&P Small-Cap 600 Growth ETF 30.1%
- IWM vs DFSV · DFA U.S. Small Cap Value Portfolio – ETF Class Shares 28.9%
Percentages are holdings overlap with the named fund.
Open FNDA or IWM 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 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.