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SVALvsIWNETF Comparison
iShares US Small Cap Value Factor ETF (SVAL) and iShares Russell 2000 Value ETF (IWN) belong to the same industry segment: US Small Cap Value. Both ETFs have the same top 3 sector exposures: Financials, Industrials and Consumer Discretionary. SVAL is less expensive with a Total Expense Ratio (TER) of 0.2%, versus 0.24% for IWN. SVAL is up 4.91% year-to-date (YTD) with +$103M in YTD flows. IWN performs better with 5.35% YTD performance, and -$452M in YTD flows. Run a side-by-side ETF comparison of SVAL and IWN below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
SVAL vs IWN performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | SVAL IWN | -5.31%-4.82% | +2.74%+2.44% | +4.91%+5.35% | +24.68%+28.52% | +39.29%+46.88% | +27.68%+27.20% |
| Flows | SVAL IWN | +$6M+$122M | +$105M-$108M | +$103M-$452M | +$15M-$1.22B | +$37M-$2.58B | +$89M-$5.57B |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | SVAL IWN | +16.94%+17.01% | +22.47%+22.01% | +22.60%+21.12% | +22.70%+21.92% |
| Max drawdown | SVAL IWN | -5.67%-5.29% | -14.79%-15.69% | -27.39%-26.60% | -27.39%-26.60% |
| Max drawdown duration | SVAL IWN | 16d29d | 49d77d | 380d296d | 380d296d |
SVAL | IWN | |
Last sale 3/11/2026 at 1:30 PM | $35.91 | $190.49 |
| Previous close 03/10/2026 | $36.07 | $191.06 |
| Consolidated volume 03/10/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Create an account to view replication metrics
SVAL | IWN | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
SVAL | IWN | |
|---|---|---|
| Last price | $35.91 | $190.49 |
| 1D performance | -0.44% | -0.30% |
| AuM | $169.39 M | $12.45 B |
| E/R | 0.2% | 0.24% |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
Top 15 holdings
How have the SVAL and IWN ETFs performed in 2026?
As of March 10, 2026, SVAL is up 4.91% year-to-date (YTD), while IWN has returned 5.35%. That puts IWN better performer ahead so far this year.
Which ETF is attracting more investor money: SVAL or IWN?
Year-to-date, the SVAL ETF saw +$103M in flows, compared to -$452M for IWN.
Which ETF is more volatile: SVAL or IWN?
Over the past year, SVAL had a volatility of 22.47%, while IWN experienced 22.01%.
Which ETF is bigger: SVAL or IWN?
As of March 10, 2026, SVAL holds $169.39 M in assets under management (AUM), while IWN manages $12.45 B.
What sectors do the SVAL and IWN ETFs invest in?
SVAL leans toward sectors like Financials, Industrials and Consumer Discretionary. Meanwhile, IWN focuses on Financials, Industrials and Consumer Discretionary.
What are the top holdings of the SVAL ETF and IWN ETF?
SVAL top holdings include US0669224778, TETRA TECHNOLOGIES and AMARK PRECIOUS/D. IWN holds in its top three: ECHOSTAR, HECLA MINING and TTM TECHNOLOGIES.
Which ETF is more diversified: SVAL or IWN?
SVAL holds 241 securities with 11.82% of its assets in the top 15. IWN has 1408 securities and a top 15 weight of 8.72%.
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