VIOG vs IWM: Holdings Overlap
VIOGVanguard S&P Small-cap 600 Growth Index Fund
Vanguard · 342 holdings · $1.1B · as of 2026-05-31
iShares · 1941 holdings · $82.2B · as of 2026-03-31
Holdings snapshots are 61 days apart (VIOG: 2026-05-31, IWM: 2026-03-31). Weights and index membership change between snapshots, so the true current overlap is typically higher than shown. For funds tracking the same index, the gap can be 5–15 points.
How similar are VIOG and IWM?
Vanguard S&P Small-cap 600 Growth Index Fund (VIOG, by Vanguard) holds 342 positions; iShares Russell 2000 ETF (IWM, by iShares) holds 1941. They have 310 holdings in common, and by portfolio weight the two funds are 28.7% identical. In practical terms the pair is lightly overlapping, with most of each portfolio distinct.
- Overlap by Weight
- 28.7%Sum of the smaller weight of each shared holding
- Shared Holdings
- 310VIOG holds 342 · IWM holds 1941
- Weight in Shared Holdings
- VIOG 88%·IWM 29%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 VIOG
32 of 342 positions (12.1% of the fund) are not held by IWM. Showing the top 30 by weight.
Sector Breakdown
| Sector | VIOG | IWM |
|---|---|---|
| Industrials | 21.8% | 17.9% |
| Information Technology | 18.4% | 13.6% |
| Health Care | 14.7% | 16.6% |
| Financials | 14.2% | 15.3% |
| Consumer Discretionary | 10.8% | 8.0% |
| Other Sectors | 19.9% | 22.7% |
| Unclassified | 0.0% | 5.5% |
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 (0% of VIOG, 5% of IWM).
Performance
| Fund | 1M | YTD | 1Y | 3Y (ann.) | 5Y (ann.) | 10Y (ann.) | Yield |
|---|---|---|---|---|---|---|---|
| VIOG | +1.1% | +25.9% | +33.8% | +15.2% | +6.8% | +11.2% | 0.75% |
| IWM | +1.8% | +23.0% | +38.6% | +17.1% | +7.5% | +10.8% | 0.88% |
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 VIOG vs IWM →
Shared Holdings(310)
The top 10 shared positions account for 9% of the overlap, led by PRIM, VIAV and FORM.
 PRIMPrimoris Services Corp. COM | 0.80% | 0.26% | 0.26% |
|---|---|---|---|
 VIAVViavi Solutions Inc COM | 1.33% | 0.26% | 0.26% |
 FORMFormfactor Inc COM | 1.14% | 0.26% | 0.26% |
 AGXArgan Inc COM | 1.10% | 0.25% | 0.25% |
 ESEESCO Technologies Inc. COM | 0.89% | 0.25% | 0.25% |
 SMTCSemtech Corporation COM | 1.17% | 0.24% | 0.24% |
 SANMSanmina Corporation | 1.68% | 0.24% | 0.24% |
 ZWSZurn Elkay Water Solutions Corporation COM | 0.83% | 0.23% | 0.23% |
 JBTMJBT Marel Corp. COM | 0.83% | 0.23% | 0.23% |
 LUMNLumen Technologies Inc COM | 0.55% | 0.23% | 0.23% |
 FSSFederal Signal Corp. COM | 0.77% | 0.22% | 0.22% |
 KRYSKrystal Biotech Inc COM | 0.94% | 0.22% | 0.22% |
 TRNOTerreno Realty Corporation COM | 0.57% | 0.21% | 0.21% |
 NENoble Corporation PLC ORD SHS A | 0.37% | 0.21% | 0.21% |
 EATBrinker International, Inc. COM | 0.73% | 0.21% | 0.21% |
 IBPInstalled Building Products Inc COM | 0.56% | 0.21% | 0.21% |
 PTGXProtagonist Therapeutics Inc COM | 0.69% | 0.21% | 0.21% |
 EPRTEssential Properties Realty Trust Inc. COM | 0.51% | 0.20% | 0.20% |
 GKOSGlaukos Corp. COM | 0.48% | 0.20% | 0.20% |
 AROCArchrock Inc COM | 0.70% | 0.20% | 0.20% |
 SNEXStoneX Group Inc COM | 0.94% | 0.20% | 0.20% |
 ALKSAlkermes PLC COM USD0.01 | 0.82% | 0.20% | 0.20% |
 RHPRyman Hospitality Properties Inc COM | 0.86% | 0.19% | 0.19% |
 VSATViaSat, Inc. COM | 1.30% | 0.19% | 0.19% |
 BCPCBalchem Corp COM | 0.35% | 0.19% | 0.19% |
Showing the top 250 of 310 shared holdings by overlap weight.
Frequently Asked Questions
How much do VIOG and IWM overlap?
VIOG and IWM overlap by 28.7% of portfolio weight. They share 310 holdings (VIOG holds 342 positions and IWM holds 1941), based on each fund's latest SEC-reported holdings.
Is it redundant to own both VIOG and IWM?
The two portfolios are 28.7% identical by weight. Owning both is not redundant. Most of each portfolio is distinct, so the funds can serve different roles.
What are the biggest shared holdings of VIOG and IWM?
The largest positions held by both funds are PRIM, VIAV, FORM, AGX and ESE. Together the top 10 shared positions account for 9% of the total overlap.
What does VIOG own that IWM doesn't?
32 positions (12.1% of VIOG) are unique to VIOG, led by ECG, AWI and MSGS. In the other direction, 1631 positions (71.0% of IWM) are unique to IWM.