ETF Copilot

IWM vs IWO: holdings overlap, shared companies and scores

As of October 9, 2026, IWM and IWO overlap 56.0% by weight. iShares Russell 2000 ETF (IWM): Russell 2000 index. iShares Russell 2000 Growth ETF (IWO): Russell 2000 Growth index.

Updated October 9, 2026

Where IWM and IWO trade against their own history

IWM trades at 16.7 times earnings, against its own median of 17.1, and is cheaper than 60% of its own last 9 years.

IWO trades at 22.8 times earnings, against its own median of 22.7, and is more expensive than 51% of its own last 9 years.

What moved IWM and IWO this week

IWM fell 0.9% in the week to October 9, 2026. The holdings that moved it most were Twist Bioscience (−15.3%), 10X Genomics (−13.7%) and AXT (−20.3%); Vaxcyte (+26.4%) pushed the other way.

IWO fell 1.1% in the week to October 9, 2026. The holdings that moved it most were Twist Bioscience (−15.3%), 10X Genomics (−13.7%) and AXT (−20.3%); Vaxcyte (+26.4%) pushed the other way.

What do IWM and IWO each hold?

What's inside IWM: Tech 15%, Semiconductors 3%.

3% of IWM is its ten largest holdings.

What's inside IWO: Tech 23%, Semiconductors 5%.

6% of IWO is its ten largest holdings.

How much do IWM and IWO overlap? 56.0% by weight

As of October 9, 2026, IWM and IWO overlap 56.0% by weight.

65% of IWM is already inside IWO.

100% of IWO is already inside IWM.

IWM holds 1,975 companies and IWO holds 1,117; 1,115 are in both.

Computed by ETF Copilot from both funds' holdings rather than quoted from a data provider, and rebuilt nightly.

How does ETF Copilot score IWM and IWO? 3.5 and 4.1 out of 10

As of October 9, 2026, ETF Copilot scores IWM 3.5 out of 10 and IWO 4.1 out of 10.

They differ most on Growth: IWM 3.0 and IWO 6.5.

The five factor scores behind them are set out below, 0–10 and higher is better, ranked against every US equity ETF we track.

IWM vs IWO — ETF Copilot factor scores, 0–10
FactorIWMIWO
Growth3.06.5
Value7.46.8
Risk2.61.8
Quality0.50.6
Return4.03.6

IWM is the cheaper of the two at 0.19% a year

As of October 9, 2026, IWM charges 0.19% a year, yields 0.97% and holds $78.2B in assets across 1975 positions.

As of October 9, 2026, IWO charges 0.24% a year, yields 0.45% and holds $14.0B in assets across 1117 positions.

IWM vs IWO — cost, income and size
MeasureIWMIWO
Expense ratio0.19%0.24%
Dividend yield0.97%0.45%
Assets under management$78.2B$14.0B
Holdings19751117

Expense ratio, dividend yield and assets under management are reported by the fund and refreshed daily. Every other figure on this page is computed by ETF Copilot.

Compare with similar funds

Cite this

ETF Copilot, “IWM vs IWO holdings overlap and scores”, as of October 9, 2026.
https://etf-copilot.com/compare/iwm-vs-iwo

  1. iShares Russell 2000 ETF (IWM)
  2. iShares Russell 2000 Growth ETF (IWO)

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