IWM vs SPSM: holdings overlap, shared companies and scores
As of October 28, 2026, IWM and SPSM overlap 48.2% by weight. iShares Russell 2000 ETF (IWM): Owns a focused strategy. State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM): U.S. small-cap equities.
Updated October 28, 2026
Where IWM and SPSM trade against their own history
IWM trades at 17.1 times earnings, against its own median of 17.1, and is cheaper than 51% of its own last 9 years.
SPSM trades at 17.4 times earnings, against its own median of 17.0, and is more expensive than 61% of its own last 9 years.
What moved IWM and SPSM this week
IWM rose 1.7% in the week to October 28, 2026. The holdings that moved it most were Viasat (+25.0%), Twist Bioscience (+16.3%) and Brinker (+17.4%); Firstcash (−12.3%) pushed the other way.
SPSM rose 1.4% in the week to October 28, 2026. The holdings that moved it most were Viasat (+25.0%), Herc (+26.1%) and Tenable (+19.8%); Match (−9.2%) pushed the other way.
What do IWM and SPSM each hold?
What's inside IWM: Tech 15%, Semiconductors 2%.
3% of IWM is its ten largest holdings.
What's inside SPSM: Tech 15%, Semiconductors 3%.
5% of SPSM is its ten largest holdings.
How much do IWM and SPSM overlap? 48.2% by weight
As of October 28, 2026, IWM and SPSM overlap 48.2% by weight.
48% of IWM is already inside SPSM.
83% of SPSM is already inside IWM.
IWM holds 1,965 companies and SPSM holds 606; 539 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 SPSM? 3.5 and 3.2 out of 10
As of October 28, 2026, ETF Copilot scores IWM 3.5 out of 10 and SPSM 3.2 out of 10.
They differ most on Value: IWM 6.9 and SPSM 5.0.
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 | SPSM |
|---|---|---|
| Growth | 3.2 | 2.1 |
| Value | 6.9 | 5.0 |
| Risk | 2.6 | 3.5 |
| Quality | 0.5 | 1.2 |
| Return | 4.2 | 4.2 |
SPSM is the cheaper of the two at 0.03% a year
As of October 28, 2026, IWM charges 0.19% a year, yields 0.97% and holds $75.6B in assets across 1965 positions.
As of October 28, 2026, SPSM charges 0.03% a year, yields 1.51% and holds $16.0B in assets across 606 positions.
| Measure | IWM | SPSM |
|---|---|---|
| Expense ratio | 0.19% | 0.03% |
| Dividend yield | 0.97% | 1.51% |
| Assets under management | $75.6B | $16.0B |
| Holdings | 1965 | 606 |
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 SPSM holdings overlap and scores”, as of October 28, 2026.
https://etf-copilot.com/compare/iwm-vs-spsm
ETF Copilot Pro unlocks IWM vs SPSM prices and holdings.
Try Pro free →