IWNvsBSVOETF Comparison
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iShares Russell 2000 Value ETF (IWN) and EA Bridgeway Omni Small-Cap Value ETF (BSVO) belong to the same industry segment: US Small Cap Value. IWN's top 3 sector exposures are Finance, Healthcare and Industrials. In contrast, BSVO's top sector exposures are Finance, Consumer Cyclicals and Energy. IWN is less expensive with a Total Expense Ratio (TER) of 0.24%, versus 0.45% for BSVO. IWN is up 24.37% year-to-date (YTD) with -$552M in YTD flows. BSVO performs better with 27.4% YTD performance, and +$103M in YTD flows. Run a side-by-side ETF comparison of IWN and BSVO below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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IWN vs BSVO performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 07/28/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | IWN BSVO | +1.23%+1.84% | +8.78%+7.33% | +24.37%+27.40% | +37.86%+40.28% | +58.02%+60.64% | +54.49%n/a |
| Flows | IWN BSVO | -$1.46B+$16M | -$15M+$31M | -$552M+$103M | -$492M+$231M | -$2.42B+$821M | -$5.05B- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | IWN BSVO | +15.74%+15.23% | +17.67%+18.18% | +20.55%+21.33% | +21.48%n/a |
| Max drawdown | IWN BSVO | -3.99%-3.73% | -8.56%-8.32% | -26.60%-28.45% | -26.60%n/a |
| Max drawdown duration | IWN BSVO | 16d26d | 60d45d | 296d372d | 296dn/a |
Trading data
IWN | BSVO | |
Last sale 7/29/2026 at 7:12 PM | $223.26 | $29.57 |
| Previous close 07/28/2026 | $224.11 | $29.70 |
| Consolidated volume 07/28/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of June 30, 2026
1-year trailing difference
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BSVO
is actively managed and doesn’t replicate an indexIWN | BSVO | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 7/29/2026 at 7:12 PM
Live
Closed
IWN | BSVO | |
|---|---|---|
| Last price | $223.26 | $29.57 |
| 1D performance | -0.38% | -0.46% |
| AuM | $14.51 B | $2.45 B |
| E/R | 0.24% | 0.45% |
Characteristics
IWN | BSVO | |
|---|---|---|
| Management strategy | Passive | Active |
| Provider | iShares | Bridgeway Capital Management |
| Benchmark | Russell 2000 Value Index | - |
| N° of holdings | 1392 | 562 |
| Asset class | Equities | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | July 24, 2000 | March 13, 2023 |
| ESG | No | Yes |
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Exposure
Countries
IWN
USA
94.22%
Other
5.78%
BSVO
USA
89.49%
Other
10.51%
Sectors
IWN
Finance
39.7%
Healthcare
11.07%
Industrials
7.78%
Consumer Cyclical.
7.66%
Other
33.8%
BSVO
Finance
35.28%
Consumer Cyclical.
13.31%
Energy
11.87%
Industrials
9.16%
Other
30.38%
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Diversification
IWN
Total weight of top 15 holdings out of 15
7.67%
BSVO
Total weight of top 15 holdings out of 15
10.86%
Top 15 holdings
Data as of June 30, 2026
IWN
ViaSat, Inc.
0.74%
Cytokinetics, Inc.
0.65%
UMB Financial Corp.
0.62%
CareTrust REIT, Inc.
0.59%
Terex Corp.
0.54%
Old National Bancorp
0.52%
JBT Marel Corp.
0.50%
Lumen Technologies, Inc. (Louisiana)
0.48%
Macerich Co.
0.47%
Terreno Realty Corp.
0.45%
Taylor Morrison Home Corp.
0.44%
Vishay Intertechnology, Inc.
0.43%
Essential Properties Realty Trust, Inc.
0.43%
Southwest Gas Holdings, Inc.
0.42%
Garrett Motion, Inc.
0.41%
BSVO
Victoria's Secret & Co.
1.09%
Sphere Entertainment Co.
0.80%
Enova International, Inc.
0.78%
Bread Financial Holdings, Inc.
0.74%
ViaSat, Inc.
0.72%
Tutor Perini Corp.
0.72%
Callaway Golf Co.
0.71%
BankUnited, Inc.
0.68%
International Seaways, Inc.
0.68%
WesBanco, Inc.
0.68%
Scorpio Tankers, Inc.
0.66%
PHINIA, Inc.
0.66%
First Financial Bancorp (Ohio)
0.65%
Benchmark Electronics, Inc.
0.65%
Hamilton Insurance Group Ltd.
0.64%
Frequently asked questions about IWN and BSVO
How have the IWN and BSVO ETFs performed in 2026?
As of July 28, 2026, IWN is up 24.37% year-to-date (YTD), while BSVO has returned 27.4%. That puts BSVO better performer ahead so far this year.
Which ETF is attracting more investor money: IWN or BSVO?
Year-to-date, the IWN ETF saw -$552M in flows, compared to +$103M for BSVO.
Which ETF is more volatile: IWN or BSVO?
Over the past year, IWN had a volatility of 17.67%, while BSVO experienced 18.18%.
Which ETF is bigger: IWN or BSVO?
As of July 28, 2026, IWN holds $14.51 B in assets under management (AUM), while BSVO manages $2.45 B.
What sectors do the IWN and BSVO ETFs invest in?
IWN leans toward sectors like Finance, Healthcare and Industrials. Meanwhile, BSVO focuses on Finance, Consumer Cyclicals and Energy.
What are the top holdings of the IWN ETF and BSVO ETF?
IWN top holdings include ViaSat, Inc., Cytokinetics, Inc. and UMB Financial Corp.. BSVO holds in its top three: Victoria's Secret & Co., Sphere Entertainment Co. and Enova International, Inc..
Which ETF is more diversified: IWN or BSVO?
IWN holds 1407 securities with 7.67% of its assets in the top 15. BSVO has 564 securities and a top 15 weight of 10.86%.
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