ETF overlap

IWM vs VBK overlap - what they share and where they differ

IWM and VBK share 24.7% of their weight across 270 common positions, read from what each fund reported to the SEC.

Each week Ploutos reads the equity positions the largest US ETFs report to the SEC and works out the overlap of every pair. For each stock both hold, we use the smaller of its two weights.

IWM and VBK

24.7%

270 shared stocks

IWMiShares Russell 2000 ETF

Holdings of IWM
Stock positions reported
1,967
Weight of the ten largest
3.4%
Only here, not in VBK
69.6%

VBKVanguard Small-Cap Growth Index Fund

Holdings of VBK
Stock positions reported
537
Weight of the ten largest
9.3%
Only here, not in IWM
74.9%
Positions coveredIWM 100%VBK 100%Filings: Jun 30, 2026

IWM vs VBK side by side

The same figures from the two funds' filings, side by side.

Largest sectors for both funds

IWMVBK
  • Technology: IWM 15.1%, VBK 26.6%
  • Healthcare: IWM 18.4%, VBK 17.2%
  • Industrials: IWM 12.5%, VBK 18.3%
  • Financial services: IWM 16.3%, VBK 5.2%
  • Consumer cyclical: IWM 9.4%, VBK 7.9%
  • Basic materials: IWM 7.0%, VBK 7.0%

The widest gap is Technology: VBK has 11.6 points more of it.

  • Filing date
    IWMJun 30, 2026
  • Stock positions reported
    IWM1,967
  • Weight of the ten largest
    IWM3.4%
  • Largest position
    IWMMOG.A 0.4%
  • Held alone
    IWM1,697 positions, 69.6%
  • Covered by stock positions
    IWM100%

What each holds alone

The heaviest positions one fund reports and the other does not.

Only in IWM

1,697 positions only here, 69.6% of the fund

  • MOG.AMoog, Inc.0.38%
  • VSATViasat, Inc.0.35%
  • UMBFUMB Financial Corp.0.33%
  • FCFSFirstCash Holdings, Inc.0.28%
  • ONBOld National Bancorp0.28%
  • COMPCompass, Inc.0.27%
  • ENSEnerSys0.27%
  • PRAXPraxis Precision Medicines, Inc.0.26%
  • TEXTerex Corp.0.26%
  • NPOEnpro, Inc.0.25%

Only in VBK

267 positions only here, 74.9% of the fund

  • CRDOCredo Technology Group Holding Ltd1.27%
  • RVMDREVOLUTION Medicines Inc1.06%
  • ALABAstera Labs Inc1.05%
  • NTRANatera Inc1.04%
  • TWLOTwilio Inc0.88%
  • CASYCasey's General Stores Inc0.83%
  • CRSCarpenter Technology Corp0.82%
  • CWCurtiss-Wright Corp0.79%
  • FTAIFTAI Aviation Ltd0.78%
  • ENTGEntegris Inc0.77%

Holdings they share

270 shared stocks
  • HUTHut 8 Corp.
    Counted0.33%
  • BTSGBrightSpring Health Services, Inc.
    Counted0.32%
  • CYTKCytokinetics, Inc.
    Counted0.32%
  • MXLMaxLinear, Inc.
    Counted0.31%
  • AGXArgan, Inc.
    Counted0.30%
  • KRYSKrystal Biotech, Inc.
    Counted0.29%
  • CTRECareTrust REIT, Inc.
    Counted0.27%
  • CIFRCipher Digital, Inc.
    Counted0.26%
  • FROGJFrog Ltd.
    Counted0.26%
  • RIOTRiot Platforms, Inc.
    Counted0.26%

Other pairs with these funds

IWM against other funds in the table

IWM vs VTWO89.9%

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X-ray with IWM and VBK

Questions people ask

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Is IWM the same as VBK?

24.7% of their weight sits in the same 270 holdings. IWM also reports MOG.A, VSAT, UMBF, which the other does not. VBK also reports CRDO, RVMD, ALAB, which the other does not.

How is the overlap between IWM and VBK measured?

For every stock both funds report, the smaller of the two weights counts, and the sum is the overlap. The reported positions cover 100% of IWM and 100% of VBK, so the number cannot exceed the smaller coverage.

Which holds more, VBK or IWM?

IWM reports 1,967 stock positions and VBK reports 537. 69.6% of IWM's weight sits in names VBK does not hold, and 74.9% of VBK's weight in names IWM does not hold. The ten largest positions are 3.4% of IWM and 9.3% of VBK.

How do IWM and VBK differ by sector?

The widest gap is Technology: VBK has 11.6 points more of it. Sectors come from each holding's SIC code in its SEC record, summed by the weight the fund reports.

Where do the numbers come from?

From each fund's own N-PORT filing to the SEC, which lists every position and its weight. The comparison uses every equity position the fund reports; cash, futures and bonds are not counted, which is why a coverage figure sits next to every result. Holdings change between filings.

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Descriptive data from public SEC filings. Holdings change between filings.