IWM vs SVAL: holdings overlap, shared companies and scores

As of September 11, 2026, IWM and SVAL overlap 14.6% by weight. iShares Russell 2000 ETF (IWM): Russell 2000 index. iShares US Small Cap Value Factor ETF (SVAL): U.S. small-cap value stocks.

Updated September 11, 2026

How much do IWM and SVAL overlap?

As of September 11, 2026, IWM and SVAL overlap 14.6% by weight.

15% of IWM is already inside SVAL.

100% of SVAL is already inside IWM.

IWM holds 1,951 companies and SVAL holds 242; 240 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 SVAL?

As of September 11, 2026, ETF Copilot scores IWM 4.2 out of 10 and SVAL 4.0 out of 10.

They differ most on Valuation: IWM 8.2 and SVAL 2.7.

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

IWM vs SVAL — ETF Copilot factor scores, 0–10
Factor	IWM	SVAL
Growth	5.1	3.7
Valuation	8.2	2.7
Risk	2.4	5.8
Quality	0.7	0.7
Return	4.3	6.1

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

As of September 11, 2026, IWM charges 0.19% a year, yields 1.34% and holds $80.5B in assets across 1951 positions.

As of September 11, 2026, SVAL charges 0.20% a year, yields 1.93% and holds $162M in assets across 242 positions.

IWM vs SVAL — cost, income and size
Measure	IWM	SVAL
Expense ratio	0.19%	0.20%
Dividend yield	1.34%	1.93%
Assets under management	$80.5B	$162M
Holdings	1951	242

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.

Where IWM and SVAL trade against their own history

IWM trades at 16.8 times earnings, against its own median of 16.7, and is more expensive than 56% of its own 114 monthly readings since 2017.

SVAL trades at 14.0 times earnings, against its own median of 11.5, and is more expensive than 85% of its own 72 monthly readings since 2020.

What moved IWM and SVAL this week

IWM fell 2.1% in the week to September 11, 2026. The holdings that moved it most were Servicetitan (−41.3%), Qualys (−13.8%) and Dyne Therapeutics (−27.0%); Maxlinear (+25.4%) pushed the other way.

SVAL fell 1.0% in the week to September 11, 2026. The holdings that moved it most were Five9 (−10.1%), Sprinklr (−12.2%) and Cracker Barrel OLD Country (−8.5%); Academy Sports & Outdoors (+26.7%) pushed the other way.

What do IWM and SVAL each hold?

What's inside IWM: Tech 14%, Semiconductors 2%.

3% of IWM is its ten largest holdings.

What's inside SVAL: Tech 11%, Semiconductors 1%.

7% of SVAL is its ten largest holdings.

Compare with similar funds

Cite this

ETF Copilot, “IWM vs SVAL holdings overlap and scores”, as of September 11, 2026.
https://etf-copilot.com/compare/iwm-vs-sval