IWN vs VBR
iShares Russell 2000 Value ETF vs Vanguard Small-Cap Value Index Fund ETF Shares
Last updated: 2026-04-02
iShares Russell 2000 Value ETF (IWN) is an exchange-traded fund that provides exposure to us small cap value securities. It charges a moderate expense ratio of 0.24%. The fund offers a moderate dividend yield of 1.62%. Launched in 2000, the fund has a 26-year track record.
Vanguard Small-Cap Value Index Fund ETF Shares (VBR) is an exchange-traded fund that provides exposure to us small cap value securities. It charges a very low expense ratio of 0.05%. The fund offers a moderate dividend yield of 1.90%. Launched in 2004, the fund has a 22-year track record.
Quick Verdict
VBR is significantly cheaper at 0.05% vs 0.24% expense ratio, saving you approximately $375 per $10,000 invested over 10 years. Over the past year, IWN has significantly outperformed with a 26.4% return vs 16.8%.
Key Metrics
Performance Chart
Indexed to 100 at start (5-year comparison)
Performance Comparison
Fee Impact Over Time
Estimated fee cost difference assuming 8% annual returns
Risk Metrics
Based on 5 years of daily returns
Dividend Comparison
Top Holdings
0 of top 10 holdings overlap (0% overlap in top holdings)
IWN Top Holdings
| Name | Weight |
|---|---|
| EchoStar CorporationSATS | 1.09% |
| TTM Technologies, Inc.TTMI | 0.69% |
| COEUR MINING INCCDE.NE | 0.61% |
| Hecla Mining CompanyHL | 0.61% |
| SM Energy CompanySM | 0.57% |
| CareTrust REIT, Inc.CTRE | 0.53% |
| Fluor CorporationFLR | 0.52% |
| UMB Financial CorporationUMBF | 0.51% |
| Praxis Precision Medicines, Inc.PRAX | 0.48% |
| Jackson Financial Inc.JXN | 0.48% |
VBR Top Holdings
| Name | Weight |
|---|---|
| Sandisk CorporationSNDK | 1.06% |
| NRG Energy, Inc.NRG | 0.78% |
| EMCOR Group, Inc.EME | 0.73% |
| Tapestry, Inc.TPR | 0.72% |
| Atmos Energy CorporationATO | 0.68% |
| Omnicom Group Inc.OMC | 0.61% |
| Jabil Inc.JBL | 0.61% |
| Williams-Sonoma, Inc.WSM | 0.56% |
| Smurfit Westrock PlcSW | 0.56% |
| Flex Ltd.FLEX | 0.53% |
Which One Should You Choose?
Choose VBR if...
you want the lowest fees and plan to buy and hold long-term. Over decades, the expense ratio difference compounds significantly.
Choose IWN if...
recent performance momentum matters to your strategy. Note that past performance doesn't guarantee future results.
Either works if...
you just need broad us small cap value exposure. Both are solid options — pick whichever your brokerage offers commission-free.