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

IWO and VBK share 20.4% of their weight across 231 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.

IWO and VBK

20.4%

231 shared positions

IWO

iShares Russell 2000 Growth ETF

Reported positions cover 99% of the fund, 975 positions · Jun 30, 2026

Top 10: 6.1%·Holdings of IWO

VBK

VANGUARD SMALL-CAP GROWTH INDEX FUND

Reported positions cover 100% of the fund, 536 positions · Jun 30, 2026

Top 10: 9.3%·Holdings of VBK

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

VBK vs IWO side by side

IWOiShares Russell 2000 Growth ETF

975

stock positions reported to the SEC

55.0% of its weight is in 744 names VBK does not hold

VBKVANGUARD SMALL-CAP GROWTH INDEX FUND

536

stock positions reported to the SEC

77.8% of its weight is in 305 names IWO does not hold

Where each fund's weight sits

IWO
VBK
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Technology
26.7%
36.5%
Healthcare
27.4%
18.7%
Industrials
9.0%
9.4%
Basic Materials
9.0%
6.7%
Consumer Cyclical
7.3%
7.3%

The widest gap is Technology: VBK has 9.8 points more of it.

The figures side by side

IWOVBK
Filing dateJun 30, 2026Jun 30, 2026
Stock positions reported975536
Weight of the ten largest6.1%9.3%
Largest positionMOG.A 0.7%CRDO 1.3%
Held alone744 positions, 55.0%305 positions, 77.8%
Covered by stock positions99%100%

Holdings they share

StockIn IWOIn VBKCounted
HUTHut 8 Corp.0.38%0.33%0.33%
BTSGBrightSpring Health Services, Inc.0.68%0.32%0.32%
MXLMaxLinear, Inc.0.66%0.31%0.31%
AGXArgan, Inc.0.66%0.30%0.30%
KRYSKrystal Biotech, Inc.0.58%0.29%0.29%
CIFRCipher Digital, Inc.0.50%0.27%0.27%
FROGJFrog Ltd.0.59%0.26%0.26%
RIOTRiot Platforms, Inc.0.39%0.26%0.26%
ALKSAlkermes plc0.42%0.25%0.25%
ESEESCO Technologies, Inc.0.56%0.25%0.25%

What each holds alone

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

Only in IWO

MOG.AMoog, Inc.0.73%
COMPCompass Diversified Holdings0.53%
FCFSFirstCash Holdings, Inc.0.53%
PRAXPraxis Precision Medicines, Inc.0.51%
ENSEnerSys0.49%
PLXSPlexus Corp.0.49%
NPOEnpro, Inc.0.46%
ZWSZurn Elkay Water Solutions Corp.0.46%
AROCArchrock, Inc.0.43%
KULICKE & SOFFA INDUSTRIES, INC.0.42%

Only in VBK

CRDOCredo Technology Group Holding Ltd1.27%
RVMDREVOLUTION Medicines Inc1.06%
ALABAstera Labs Inc1.05%
NTRANatera Inc1.04%
TWLOTwilio Inc0.88%
CASEY'S GENERAL STORES INC0.83%
CRSCarpenter Technology Corp0.82%
CWCurtiss-Wright Corp0.79%
FTAIFTAI Aviation Ltd0.78%
ENTGEntegris Inc0.77%

Questions people ask

Is IWO the same as VBK?

20.4% of their weight sits in the same 231 holdings. IWO also reports MOG.A, COMP, FCFS, which the other does not. VBK also reports CRDO, RVMD, ALAB, which the other does not.

How is the overlap between IWO 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 99% of IWO and 100% of VBK, so the number cannot exceed the smaller coverage.

Which holds more, VBK or IWO?

IWO reports 975 stock positions and VBK reports 536. 55.0% of IWO's weight sits in names VBK does not hold, and 77.8% of VBK's weight in names IWO does not hold. The ten largest positions are 6.1% of IWO and 9.3% of VBK.

How do IWO and VBK differ by sector?

The widest gap is Technology: VBK has 9.8 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.