IWM vs VUG: Holdings Overlap
iShares · 1941 holdings · $82.2B · as of 2026-03-31
Vanguard · 153 holdings · $229.6B · as of 2026-03-31
How similar are IWM and VUG?
iShares Russell 2000 ETF (IWM, by iShares) holds 1941 positions; Vanguard Growth Index Fund (VUG, by Vanguard) holds 153. They have 1 holdings in common, and by portfolio weight the two funds are 0.1% identical. In practical terms the pair is essentially distinct, holding almost none of the same securities.
- Overlap by Weight
- 0.1%Sum of the smaller weight of each shared holding
- Shared Holdings
- 1IWM holds 1941 · VUG holds 153
- Weight in Shared Holdings
- IWM 1%·VUG 0%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
1940 of 1941 positions (98.7% of the fund) are not held by VUG. Showing the top 30 by weight.
Sector Breakdown
| Sector | IWM | VUG |
|---|---|---|
| Information Technology | 13.6% | 51.9% |
| Industrials | 17.9% | 5.2% |
| Health Care | 16.6% | 5.4% |
| Communication Services | 2.5% | 16.5% |
| Financials | 15.3% | 4.7% |
| Other Sectors | 28.2% | 16.3% |
| Unclassified | 5.5% | 0.0% |
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, 0% of VUG).
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% |
| VUG | +4.1% | +10.2% | +18.2% | +24.1% | +13.0% | +17.8% | 0.38% |
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 VUG →
Shared Holdings(1)
 BEBloom Energy Corporation COM CL A | 1.01% | 0.08% | 0.08% |
|---|
Frequently Asked Questions
How much do IWM and VUG overlap?
IWM and VUG overlap by 0.1% of portfolio weight. They share 1 holdings (IWM holds 1941 positions and VUG holds 153), based on each fund's latest SEC-reported holdings.
Is it redundant to own both IWM and VUG?
The two portfolios are 0.1% identical by weight. Owning both is genuine diversification: the funds hold almost none of the same securities.
What are the biggest shared holdings of IWM and VUG?
The largest positions held by both funds are BE. Together the top 1 shared positions account for 96% of the total overlap.
What does IWM own that VUG doesn't?
1940 positions (98.7% of IWM) are unique to IWM, led by CDE, FN and NXT. In the other direction, 152 positions (99.8% of VUG) are unique to VUG.