IWM vs VBK: Holdings Overlap
iShares · 1941 holdings · $82.2B · as of 2026-03-31
VBKVanguard Small-cap Growth Index Fund
Vanguard · 551 holdings · $24.3B · as of 2026-03-31
How similar are IWM and VBK?
iShares Russell 2000 ETF (IWM, by iShares) holds 1941 positions; Vanguard Small-cap Growth Index Fund (VBK, by Vanguard) holds 551. They have 306 holdings in common, and by portfolio weight the two funds are 33.4% identical. In practical terms the pair is moderately overlapping; they share a meaningful core, but each fund adds distinct exposure.
- Overlap by Weight
- 33.4%Sum of the smaller weight of each shared holding
- Shared Holdings
- 306IWM holds 1941 · VBK holds 551
- Weight in Shared Holdings
- IWM 38%·VBK 34%Share of each fund's weight in stocks both funds own
Based on each fund's latest official holdings. How is this calculated?
What makes each fund different
Only in IWM
1635 of 1941 positions (61.6% of the fund) are not held by VBK. Showing the top 30 by weight.
Sector Breakdown
| Sector | IWM | VBK |
|---|---|---|
| Industrials | 17.9% | 24.6% |
| Information Technology | 13.6% | 21.6% |
| Health Care | 16.6% | 16.1% |
| Financials | 15.3% | 6.1% |
| Consumer Discretionary | 8.0% | 9.9% |
| Other Sectors | 22.7% | 20.6% |
| Unclassified | 5.5% | 0.9% |
Share of each fund's portfolio weight by GICS-style sector, compiled from issuer fund data and our own classification of the holdings, not the issuers' published sector charts. “Unclassified” is weight we could not classify (5% of IWM, 1% of VBK).
Performance
| Fund | 1M | YTD | 1Y | 3Y (ann.) | 5Y (ann.) | 10Y (ann.) | Yield |
|---|---|---|---|---|---|---|---|
| IWM | +1.8% | +23.0% | +38.6% | +17.1% | +7.5% | +10.8% | 0.88% |
| VBK | +1.8% | +19.6% | +29.4% | +16.6% | +5.3% | +11.4% | 0.42% |
Total returns including dividends, from adjusted daily closes as of 2026-08-07. 3Y/5Y/10Y are annualized. Yield is trailing-12-month distributions over the last close. Past performance does not predict future results.
Project the growth of $10,000 in IWM vs VBK →
Shared Holdings(306)
The top 10 shared positions account for 14% of the overlap, led by FN, BE and NXT.
 FNFabrinet COM USD0.01 | 0.64% | 0.62% | 0.62% |
|---|---|---|---|
 BEBloom Energy Corporation COM CL A | 1.01% | 0.60% | 0.60% |
 NXTNextpower Inc. CLASS A COM | 0.60% | 0.57% | 0.57% |
 CRDOCredo Technology Group Holding Ltd ORDINARY SHARES | 0.52% | 0.51% | 0.51% |
 KTOSKratos Defense & Security Solutions, Inc. COM NEW | 0.43% | 0.43% | 0.43% |
 AEISAdvanced Energy Industries, Inc. COM | 0.41% | 0.41% | 0.41% |
 BBIOBridgebio Pharma Inc COM | 0.40% | 0.43% | 0.40% |
 HLHecla Mining Company COM | 0.40% | 0.40% | 0.40% |
 STRLSterling Infrastructure Inc COM | 0.41% | 0.40% | 0.40% |
 ENSGEnsign Group, Inc. (The) | 0.38% | 0.39% | 0.38% |
 GHGuardant Health Inc COM | 0.39% | 0.38% | 0.38% |
 MODModine Manufacturing Co. COM | 0.39% | 0.38% | 0.38% |
 CDECoeur Mining Inc COM NEW | 0.65% | 0.36% | 0.36% |
 SPXCSPX Technologies, Inc. COM | 0.33% | 0.33% | 0.33% |
 DYDycom Industries, Inc. COM | 0.34% | 0.32% | 0.32% |
| Chart Industries Inc COM | 0.32% | 0.31% | 0.31% |
 RMBSRambus Inc. COM | 0.32% | 0.31% | 0.31% |
 MDGLMadrigal Pharmaceuticals Inc COM | 0.30% | 0.32% | 0.30% |
 AHRAmerican Healthcare REIT Inc. COM SHS | 0.29% | 0.29% | 0.29% |
 ARWRArrowhead Pharmaceuticals Inc COM | 0.29% | 0.28% | 0.28% |
 CTRECaretrust Reit Inc COM | 0.28% | 0.27% | 0.27% |
 IONQIonq Inc COM | 0.34% | 0.27% | 0.27% |
 CYTKCytokinetics Incorporated | 0.27% | 0.27% | 0.27% |
 ECHOEchoStar Corp., Class A | 0.54% | 0.26% | 0.26% |
 IDCCInterDigital, Inc. COM | 0.27% | 0.26% | 0.26% |
Showing the top 250 of 306 shared holdings by overlap weight.
Frequently Asked Questions
How much do IWM and VBK overlap?
IWM and VBK overlap by 33.4% of portfolio weight. They share 306 holdings (IWM holds 1941 positions and VBK holds 551), based on each fund's latest SEC-reported holdings.
Is it redundant to own both IWM and VBK?
The two portfolios are 33.4% identical by weight. Owning both is defensible: they share a meaningful core, but each fund adds exposure the other lacks.
What are the biggest shared holdings of IWM and VBK?
The largest positions held by both funds are FN, BE, NXT, CRDO and KTOS. Together the top 10 shared positions account for 14% of the total overlap.
What does IWM own that VBK doesn't?
1635 positions (61.6% of IWM) are unique to IWM, led by PRAX, MOG-A and UMBF. In the other direction, 245 positions (65.6% of VBK) are unique to VBK.