IWM vs VXF: Holdings Overlap
iShares · 1941 holdings · $82.2B · as of 2026-03-31
VXFVanguard Extended Market Index Fund
Vanguard · 3359 holdings · $32.2B · as of 2026-03-31
How similar are IWM and VXF?
iShares Russell 2000 ETF (IWM, by iShares) holds 1941 positions; Vanguard Extended Market Index Fund (VXF, by Vanguard) holds 3359. They have 1854 holdings in common, and by portfolio weight the two funds are 39.1% identical. In practical terms the pair is moderately overlapping; they share a meaningful core, but each fund adds distinct exposure.
- Overlap by Weight
- 39.1%Sum of the smaller weight of each shared holding
- Shared Holdings
- 1854IWM holds 1941 · VXF holds 3359
- Weight in Shared Holdings
- IWM 96%·VXF 39%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
87 of 1941 positions (3.6% of the fund) are not held by VXF. Showing the top 30 by weight.
Only in VXF
1505 of 3359 positions (60.6% of the fund) are not held by IWM. Showing the top 30 by weight.
Sector Breakdown
| Sector | IWM | VXF |
|---|---|---|
| Industrials | 17.9% | 19.5% |
| Health Care | 16.6% | 13.3% |
| Information Technology | 13.6% | 16.3% |
| Financials | 15.3% | 15.0% |
| Consumer Discretionary | 8.0% | 9.8% |
| Other Sectors | 22.7% | 23.6% |
| Unclassified | 5.5% | 2.4% |
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, 2% of VXF).
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% |
| VXF | +2.4% | +18.9% | +26.9% | +18.6% | +6.9% | +12.0% | 0.99% |
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 VXF →
Shared Holdings(1854)
The top 10 shared positions account for 6% of the overlap, led by BE, CDE and FN.
 BEBloom Energy Corporation COM CL A | 1.01% | 0.48% | 0.48% |
|---|---|---|---|
 CDECoeur Mining Inc COM NEW | 0.65% | 0.27% | 0.27% |
 FNFabrinet COM USD0.01 | 0.64% | 0.26% | 0.26% |
 NXTNextpower Inc. CLASS A COM | 0.60% | 0.25% | 0.25% |
 CRDOCredo Technology Group Holding Ltd ORDINARY SHARES | 0.52% | 0.20% | 0.20% |
 KTOSKratos Defense & Security Solutions, Inc. COM NEW | 0.43% | 0.18% | 0.18% |
 BBIOBridgebio Pharma Inc COM | 0.40% | 0.17% | 0.17% |
 STRLSterling Infrastructure Inc COM | 0.41% | 0.17% | 0.17% |
 HLHecla Mining Company COM | 0.40% | 0.17% | 0.17% |
 AEISAdvanced Energy Industries, Inc. COM | 0.41% | 0.17% | 0.17% |
 GHGuardant Health Inc COM | 0.39% | 0.16% | 0.16% |
 ENSGEnsign Group, Inc. (The) | 0.38% | 0.16% | 0.16% |
 MODModine Manufacturing Co. COM | 0.39% | 0.16% | 0.16% |
 IONQIonq Inc COM | 0.34% | 0.14% | 0.14% |
 DYDycom Industries, Inc. COM | 0.34% | 0.14% | 0.14% |
 TTMITTM Technologies Inc COM | 0.34% | 0.14% | 0.14% |
 SPXCSPX Technologies, Inc. COM | 0.33% | 0.14% | 0.14% |
 MDGLMadrigal Pharmaceuticals Inc COM | 0.30% | 0.13% | 0.13% |
| Chart Industries Inc COM | 0.32% | 0.13% | 0.13% |
 RMBSRambus Inc. COM | 0.32% | 0.13% | 0.13% |
 ARWRArrowhead Pharmaceuticals Inc COM | 0.29% | 0.12% | 0.12% |
 AHRAmerican Healthcare REIT Inc. COM SHS | 0.29% | 0.11% | 0.11% |
 MOG-AMoog, Inc., Class A | 0.28% | 0.11% | 0.11% |
 PRAXPraxis Precision Medicines Inc COM NEW | 0.28% | 0.11% | 0.11% |
 CTRECaretrust Reit Inc COM | 0.28% | 0.11% | 0.11% |
Showing the top 250 of 1854 shared holdings by overlap weight.
Frequently Asked Questions
How much do IWM and VXF overlap?
IWM and VXF overlap by 39.1% of portfolio weight. They share 1854 holdings (IWM holds 1941 positions and VXF holds 3359), based on each fund's latest SEC-reported holdings.
Is it redundant to own both IWM and VXF?
The two portfolios are 39.1% 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 VXF?
The largest positions held by both funds are BE, CDE, FN, NXT and CRDO. Together the top 10 shared positions account for 6% of the total overlap.
What does IWM own that VXF doesn't?
87 positions (3.6% of IWM) are unique to IWM, led by ECHO, SSRM and GLNG. In the other direction, 1505 positions (60.6% of VXF) are unique to VXF.