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

IWM and VXF share 33.6% of their weight across 1,228 common positions, read from what each fund reported to the SEC.

Each week Ploutos reads the reported positions of the largest US equity ETFs and measures, pair by pair, the weight they share: for every stock both funds hold, the smaller of the two weights counts. Two funds tracking the same index land near 100%. A sector fund inside a broad index fund lands at roughly that sector's weight.

IWM and VXF

33.6%

1,228 shared positions

IWM

iShares Russell 2000 ETF

Reported positions cover 100% of the fund, 1,785 positions · Jun 30, 2026

Top 10: 3.4%·Holdings of IWM

VXF

VANGUARD EXTENDED MARKET INDEX FUND

Reported positions cover 99% of the fund, 1,792 positions · Jun 30, 2026

Top 10: 7.6%·Holdings of VXF

Reported positions cover IWM 100%, VXF 99% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.

VXF vs IWM side by side

IWMiShares Russell 2000 ETF

1,785

stock positions reported to the SEC

11.8% of its weight is in 557 names VXF does not hold

VXFVANGUARD EXTENDED MARKET INDEX FUND

1,792

stock positions reported to the SEC

65.1% of its weight is in 564 names IWM does not hold

Where each fund's weight sits

IWM
VXF
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Technology
18.8%
27.0%
Healthcare
19.5%
14.8%
Financial Services
16.0%
12.2%
Industrials
9.9%
9.8%
Consumer Cyclical
0.0%
9.0%
Basic Materials
7.8%
0.0%

The widest gap is Consumer Cyclical: VXF has 9.0 points more of it.

The figures side by side

IWMVXF
Filing dateJun 30, 2026Jun 30, 2026
Stock positions reported1,7851,792
Weight of the ten largest3.4%7.6%
Largest positionMOG.A 0.4%SPCX 1.2%
Held alone557 positions, 11.8%564 positions, 65.1%
Covered by stock positions100%99%

Holdings they share

StockIn IWMIn VXFCounted
CYTKCytokinetics, Inc.0.35%0.14%0.14%
HUTHut 8 Corp.0.37%0.14%0.14%
MOG.AMoog, Inc.0.38%0.14%0.14%
VSATViasat, Inc.0.35%0.14%0.14%
AGXArgan, Inc.0.34%0.13%0.13%
BTSGBrightSpring Health Services, Inc.0.35%0.13%0.13%
MXLMaxLinear, Inc.0.34%0.13%0.13%
UMBFUMB Financial Corp.0.33%0.12%0.12%
CTRECareTrust REIT, Inc.0.28%0.11%0.11%
ESEESCO Technologies, Inc.0.29%0.11%0.11%

What each holds alone

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

Only in IWM

FROGJFrog Ltd.0.31%
JBTMJBT Marel Corp.0.24%
KULICKE & SOFFA INDUSTRIES, INC.0.21%
NUVALENT, INC.0.21%
TAYLOR MORRISON HOME CORP.0.21%
SSRMSSR Mining, Inc.0.20%
NEW JERSEY RESOURCES CORP.0.18%
VICTORIA'S SECRET & CO.0.18%
XENEXenon Pharmaceuticals, Inc.0.18%
HANNON ARMSTRONG SUSTAINABLE INFRASTRUCTURE CAPITAL, INC.0.16%

Only in VXF

SPCXSpace Exploration Technologies Corp1.18%
SNOWSnowflake Inc1.03%
BEBloom Energy Corp0.93%
NETCloudflare Inc0.92%
ALABAstera Labs Inc0.76%
RKLBRocket Lab Corp0.61%
LNGCheniere Energy Inc0.59%
FERGFerguson Enterprises Inc0.54%
CRDOCredo Technology Group Holding Ltd0.52%
ALNYAlnylam Pharmaceuticals Inc0.47%

Questions people ask

Is IWM the same as VXF?

33.6% of their weight sits in the same 1,228 holdings. IWM also reports FROG, JBTM, KULICKE & SOFFA INDUSTRIES, INC., which the other does not. VXF also reports SPCX, SNOW, BE, which the other does not.

How is the overlap between IWM and VXF 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 99% of VXF, so the number cannot exceed the smaller coverage.

Which holds more, VXF or IWM?

IWM reports 1,785 stock positions and VXF reports 1,792. 11.8% of IWM's weight sits in names VXF does not hold, and 65.1% of VXF's weight in names IWM does not hold. The ten largest positions are 3.4% of IWM and 7.6% of VXF.

How do IWM and VXF differ by sector?

The widest gap is Consumer Cyclical: VXF has 9.0 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.

Add a third fund in the tool·All fund pairs

Descriptive data from public SEC filings. Nothing on this page is a recommendation to buy, sell or hold any fund or stock, and holdings change between filings.