ETF comparison
FNDX vs IWM
US Large Cap vs US Small Cap.
Schwab Fundamental U.S. Large Company ETF · iShares Russell 2000 ETF
Holdings overlap
81 positions appear in both funds. Buying equal dollars of FNDX and IWM would leave roughly 2.1% 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 FNDX. On a $100,000 position that's about $60/yr more in fees for FNDX.
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 FNDX vs IWM.
Top shared holdings
81 shared in total| # | Holding | In FNDX | In IWM | Overlap |
|---|---|---|---|---|
| 1 | PBF Energy Inc | 0.16% | 0.14% | 0.14% |
| 2 | Lumen Technologies Inc | 0.10% | 0.23% | 0.10% |
| 3 | SM Energy Co | 0.06% | 0.20% | 0.06% |
| 4 | Kohl's Corp | 0.06% | 0.06% | 0.06% |
| 5 | World Kinect Corp | 0.05% | 0.05% | 0.05% |
| 6 | ManpowerGroup Inc | 0.06% | 0.05% | 0.05% |
| 7 | Newell Brands Inc | 0.04% | 0.08% | 0.04% |
| 8 | Matson Inc | 0.04% | 0.18% | 0.04% |
| 9 | Commercial Metals Co | 0.04% | 0.22% | 0.04% |
| 10 | Jackson Financial Inc | 0.04% | 0.19% | 0.04% |
| 11 | United Natural Foods Inc | 0.04% | 0.09% | 0.04% |
| 12 | Murphy Oil Corp | 0.04% | 0.14% | 0.04% |
Only in FNDX
650 total- Apple Inc 4.46%
- Microsoft Corp 2.82%
- ExxonMobil Holdings Corp 2.42%
- Amazon.com Inc 1.80%
- Alphabet Inc 1.78%
- JPMorgan Chase & Co 1.63%
- Chevron Corp 1.61%
- Berkshire Hathaway Inc 1.60%
- UnitedHealth Group Inc 1.45%
- Intel Corp 1.42%
Only in IWM
1,933 total- Moog, Inc. 0.38%
- Hut 8 Corp. 0.37%
- Viasat, Inc. 0.35%
- BrightSpring Health Services, Inc. 0.35%
- Cytokinetics, Inc. 0.35%
- MaxLinear, Inc. 0.34%
- Argan, Inc. 0.34%
- UMB Financial Corp. 0.33%
- JFrog Ltd. 0.31%
- Riot Platforms, Inc. 0.30%
Related comparisons
More comparisons with FNDX
- FNDX vs IWD · iShares Russell 1000 Value ETF 64.7%
- FNDX vs SCHX · Schwab U.S. Large-Cap ETF 63.3%
- FNDX vs VONE · Vanguard Russell 1000 Index Fund ETF Shares 62.8%
- FNDX vs SCHB · Schwab U.S. Broad Market ETF 62.1%
- FNDX vs IWB · iShares Russell 1000 ETF 61.3%
- FNDX vs SPYM · State Street SPDR Portfolio S&P 500 ETF 61.3%
More comparisons with IWM
- IWM vs PEY · Invesco High Yield Equity Dividend Achievers ETF 1.6%
- IWM vs FBCG · Fidelity Blue Chip Growth ETF 1.5%
- IWM vs FDL · First Trust Morningstar Dividend Leaders Index Fund 1.5%
- IWM vs TCAF · T. Rowe Price Capital Appreciation Equity ETF 1.5%
- IWM vs SCHD · Schwab U.S. Dividend Equity ETF 1.5%
- IWM vs FELC · Fidelity Enhanced Large Cap Core ETF 1.4%
Percentages are holdings overlap with the named fund.
Open FNDX 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.