IWM vs SBIO: holdings overlap, shared companies and scores
As of October 9, 2026, IWM and SBIO overlap 3.6% by weight. iShares Russell 2000 ETF (IWM): Russell 2000 index. ALPS Medical Breakthroughs ETF (SBIO): Small- and mid-cap biotech firms.
Updated October 9, 2026
Where IWM trades against its 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.
What moved IWM and SBIO 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.
SBIO fell 2.0% in the week to October 9, 2026. The holdings that moved it most were Travere Therapeutics (−8.4%), Arrivent Biopharma (−40.8%) and Dianthus Therapeutics (−6.6%); Veradermics (+12.1%) pushed the other way.
What do IWM and SBIO each hold?
What's inside IWM: Tech 15%, Semiconductors 3%.
3% of IWM is its ten largest holdings.
31% of SBIO is its ten largest holdings.
How much do IWM and SBIO overlap? 3.6% by weight
As of October 9, 2026, IWM and SBIO overlap 3.6% by weight.
4% of IWM is already inside SBIO.
90% of SBIO is already inside IWM.
IWM holds 1,975 companies and SBIO holds 104; 88 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 SBIO? 3.5 and 1.8 out of 10
As of October 9, 2026, ETF Copilot scores IWM 3.5 out of 10 and SBIO 1.8 out of 10.
They differ most on Risk: IWM 2.6 and SBIO 0.7.
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 | SBIO |
|---|---|---|
| Growth | 3.0 | — |
| Value | 7.4 | — |
| Risk | 2.6 | 0.7 |
| Quality | 0.5 | 0.3 |
| Return | 4.0 | 4.6 |
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, SBIO charges 0.50% a year and holds $187M in assets across 104 positions.
| Measure | IWM | SBIO |
|---|---|---|
| Expense ratio | 0.19% | 0.50% |
| Dividend yield | 0.97% | — |
| Assets under management | $78.2B | $187M |
| Holdings | 1975 | 104 |
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 SBIO holdings overlap and scores”, as of October 9, 2026.
https://etf-copilot.com/compare/iwm-vs-sbio
ETF Copilot Pro unlocks IWM vs SBIO prices and holdings.
Try Pro free →