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ETF comparison

IWM vs VB

Both US Small Cap.

iShares Russell 2000 ETF · Vanguard Morningstar Small-Cap ETF

Holdings overlap

Weighted by ISIN/CUSIP
25.5 %

686 positions appear in both funds. Buying equal dollars of IWM and VB would leave roughly 25.5% of each dollar exposed to the same underlying securities.

IWM unmatched 74.3% Shared 25.5% VB unmatched 74.2%

Unmatched is the part of a fund's weight the other fund doesn't match: names only it holds, plus any extra weight it puts in names both funds hold.

In IWM only
1,328 positions
Shared
686 positions
In VB only
623 positions

Side by side

IWM

iShares Russell 2000 ETF

iShares · US Small Cap

90 composite / 100
Expense ratio
0.19%
Net assets
$78.04B
TTM yield
0.99%
Top-10 conc.
3.4%
VB

Vanguard Morningstar Small-Cap ETF

Vanguard · US Small Cap

96 composite / 100
Expense ratio
0.030%
Net assets
$175.77B
whole fund, 5 share classes
TTM yield
1.27%
Top-10 conc.
4.3%

Sub-score comparison

81
Cost
97
89
Tax efficiency
88
100
Liquidity
100
100
Concentration
100
—
Tracking quality
—
IWM sub-score VB

Tracking quality isn't part of the composite — see what we don't score for why.

Cost difference

VB is 16 bps cheaper than IWM. On a $100,000 position that's about $160/yr more in fees for IWM.

Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open the cost calculator pre-filled with IWM vs VB.

Top shared holdings

686 shared in total
# Holding In IWM In VB Overlap
1 Moog, Inc. 0.38% 0.15% 0.15%
2 Hut 8 Corp. 0.37% 0.14% 0.14%
3 Viasat, Inc. 0.35% 0.14% 0.14%
4 Cytokinetics, Inc. 0.35% 0.14% 0.14%
5 BrightSpring Health Services, Inc. 0.35% 0.14% 0.14%
6 MaxLinear, Inc. 0.34% 0.13% 0.13%
7 Argan, Inc. 0.34% 0.13% 0.13%
8 Krystal Biotech, Inc. 0.30% 0.13% 0.13%
9 UMB Financial Corp. 0.33% 0.12% 0.12%
10 CareTrust REIT, Inc. 0.28% 0.12% 0.12%
11 Cipher Digital, Inc. 0.26% 0.12% 0.12%
12 JFrog Ltd. 0.31% 0.11% 0.11%

Only in IWM

1,328 total
  • Kulicke & Soffa Industries, Inc. 0.21%
  • Ultra Clean Holdings, Inc. 0.20%
  • SSR Mining, Inc. 0.20%
  • Garrett Motion, Inc. 0.20%
  • Scholar Rock Holding Corp. 0.19%
  • Definium Therapeutics, Inc. 0.19%
  • Xenon Pharmaceuticals, Inc. 0.18%
  • Enova International, Inc. 0.18%
  • Liquidia Corp. 0.17%
  • Perimeter Solutions, Inc. 0.17%

Only in VB

623 total
  • Credo Technology Group Holding Ltd 0.55%
  • Jabil Inc 0.49%
  • REVOLUTION Medicines Inc 0.46%
  • Astera Labs Inc 0.45%
  • Natera Inc 0.45%
  • EMCOR Group Inc 0.45%
  • Twilio Inc 0.38%
  • NRG Energy Inc 0.37%
  • MKS Instruments Inc 0.37%
  • Flex Ltd 0.36%

Percentages are holdings overlap with the named fund.

Open IWM or VB at a brokerage

Both funds trade commission-free at major US brokerages.

Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodology and funding disclosure.

Holdings overlap is the sum of min(weight_a, weight_b) over positions matched on ISIN (CUSIP fallback). Methodology: see /methodology/.

Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.