ETF comparison
FNDA vs IWN
Both US Small Cap.
Schwab Fundamental U.S. Small Company ETF · iShares Russell 2000 Value ETF
Holdings overlap
504 positions appear in both funds. Buying equal dollars of FNDA and IWN would leave roughly 34.5% 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
IWN is 1 bps cheaper than FNDA. On a $100,000 position that's about $10/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 IWN.
Top shared holdings
504 shared in total| # | Holding | In FNDA | In IWN | Overlap |
|---|---|---|---|---|
| 1 | Terex Corp | 0.31% | 0.54% | 0.31% |
| 2 | Viasat Inc | 0.30% | 0.74% | 0.30% |
| 3 | GEO Group Inc/The | 0.26% | 0.24% | 0.24% |
| 4 | Black Hills Corp | 0.23% | 0.37% | 0.23% |
| 5 | Valley National Bancorp | 0.22% | 0.34% | 0.22% |
| 6 | SL Green Realty Corp | 0.22% | 0.24% | 0.22% |
| 7 | Cal-Maine Foods Inc | 0.21% | 0.23% | 0.21% |
| 8 | International Seaways Inc | 0.20% | 0.21% | 0.20% |
| 9 | UniFirst Corp/MA | 0.20% | 0.25% | 0.20% |
| 10 | Avient Corp | 0.20% | 0.22% | 0.20% |
| 11 | Korn Ferry | 0.20% | 0.23% | 0.20% |
| 12 | Cabot Corp | 0.19% | 0.31% | 0.19% |
Only in FNDA
409 total- Lumentum Holdings Inc 0.55%
- Victoria's Secret & Co 0.46%
- Delek US Holdings Inc 0.39%
- Abercrombie & Fitch Co 0.36%
- 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%
Only in IWN
918 total- Cytokinetics, Inc. 0.65%
- Lumen Technologies, Inc. 0.48%
- Taylor Morrison Home Corp. 0.44%
- Vishay Intertechnology, Inc. 0.43%
- Garrett Motion, Inc. 0.41%
- Jackson Financial, Inc. 0.41%
- Portland General Electric Co. 0.40%
- SM Energy Co. 0.39%
- Commercial Metals Co. 0.38%
- Matson, Inc. 0.38%
Related comparisons
More comparisons with FNDA
- FNDA vs DFAT · DFA U.S. Targeted Value Portfolio-ETF Class Shares 32.4%
- FNDA vs VIOV · Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares 32.1%
- FNDA vs IJS · iShares S&P Small-Cap 600 Value ETF 31.6%
- FNDA vs VBR · Vanguard Morningstar Small-Cap Value ETF 30.6%
- FNDA vs IJH · iShares Core S&P Mid-Cap ETF 30.3%
- FNDA vs DFSV · DFA U.S. Small Cap Value Portfolio – ETF Class Shares 29.3%
More comparisons with IWN
- IWN vs SCHA · Schwab U.S. Small-Cap ETF 33.2%
- IWN vs DFAS · DFA U.S. Small Cap Portfolio-ETF Class Shares 31.2%
- IWN vs VIOG · Vanguard S&P Small-Cap 600 Growth Index Fund ETF Shares 21.7%
- IWN vs IJT · iShares S&P Small-Cap 600 Growth ETF 20.0%
- IWN vs VBR · Vanguard Morningstar Small-Cap Value ETF 19.2%
- IWN vs VB · Vanguard Morningstar Small-Cap ETF 14.9%
Percentages are holdings overlap with the named fund.
Open FNDA or IWN 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.