IWM vs PSC: holdings overlap, shared companies and scores
As of October 9, 2026, IWM and PSC overlap 39.2% by weight. iShares Russell 2000 ETF (IWM): Russell 2000 index. Principal U.S. Small-Cap Multi-Factor ETF (PSC): U.S. small-cap multi-factor stocks.
Updated October 9, 2026
Where IWM and PSC 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.
PSC trades at 16.4 times earnings, against its own median of 16.0, and is more expensive than 59% of its own last 9 years.
What moved IWM 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.
What do IWM and PSC each hold?
What's inside IWM: Tech 15%, Semiconductors 3%.
3% of IWM is its ten largest holdings.
What's inside PSC: Tech 18%, Semiconductors 2%.
9% of PSC is its ten largest holdings.
How much do IWM and PSC overlap? 39.2% by weight
As of October 9, 2026, IWM and PSC overlap 39.2% by weight.
39% of IWM is already inside PSC.
100% of PSC is already inside IWM.
IWM holds 1,975 companies and PSC holds 488; 487 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 PSC? 3.5 and 4.0 out of 10
As of October 9, 2026, ETF Copilot scores IWM 3.5 out of 10 and PSC 4.0 out of 10.
They differ most on Value: IWM 7.4 and PSC 4.9.
The five factor scores behind them are set out below, 0–10 and higher is better, ranked against every US equity ETF we track.
| Factor | IWM | PSC |
|---|---|---|
| Growth | 3.0 | 2.5 |
| Value | 7.4 | 4.9 |
| Risk | 2.6 | 4.3 |
| Quality | 0.5 | 2.2 |
| Return | 4.0 | 5.9 |
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, PSC charges 0.38% a year, yields 0.62% and holds $2.7B in assets across 488 positions.
| Measure | IWM | PSC |
|---|---|---|
| Expense ratio | 0.19% | 0.38% |
| Dividend yield | 0.97% | 0.62% |
| Assets under management | $78.2B | $2.7B |
| Holdings | 1975 | 488 |
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 PSC holdings overlap and scores”, as of October 9, 2026.
https://etf-copilot.com/compare/iwm-vs-psc
ETF Copilot Pro unlocks IWM vs PSC prices and holdings.
Try Pro free →