ETF comparison
IWM vs VYM
US Small Cap vs Dividend.
iShares Russell 2000 ETF · Vanguard High Dividend Yield Index Fund ETF Shares
Holdings overlap
192 positions appear in both funds. Buying equal dollars of IWM and VYM would leave roughly 2.6% of each dollar exposed to the same underlying securities.
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.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — see what we don't score for why.
Cost difference
VYM is 15 bps cheaper than IWM. On a $100,000 position that's about $150/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 VYM.
Top shared holdings
192 shared in total| # | Holding | In IWM | In VYM | Overlap |
|---|---|---|---|---|
| 1 | UMB Financial Corp. | 0.33% | 0.04% | 0.04% |
| 2 | Old National Bancorp | 0.28% | 0.04% | 0.04% |
| 3 | FirstCash Holdings, Inc. | 0.28% | 0.03% | 0.03% |
| 4 | Jackson Financial, Inc. | 0.19% | 0.03% | 0.03% |
| 5 | SM Energy Co. | 0.20% | 0.03% | 0.03% |
| 6 | Terex Corp. | 0.26% | 0.03% | 0.03% |
| 7 | PBF Energy, Inc. | 0.14% | 0.03% | 0.03% |
| 8 | Valley National Bancorp | 0.22% | 0.03% | 0.03% |
| 9 | United Bankshares, Inc. | 0.19% | 0.03% | 0.03% |
| 10 | Southwest Gas Holdings, Inc. | 0.20% | 0.03% | 0.03% |
| 11 | Glacier Bancorp, Inc. | 0.21% | 0.03% | 0.03% |
| 12 | GATX Corp. | 0.20% | 0.03% | 0.03% |
Only in IWM
1,822 total- Moog, Inc. 0.38%
- Hut 8 Corp. 0.37%
- Viasat, Inc. 0.35%
- BrightSpring Health Services, Inc. 0.35%
- Cytokinetics, Inc. 0.35%
- MaxLinear, Inc. 0.34%
- Argan, Inc. 0.34%
- JFrog Ltd. 0.31%
- Riot Platforms, Inc. 0.30%
- Krystal Biotech, Inc. 0.30%
Only in VYM
412 total- Broadcom Inc 7.35%
- JPMorgan Chase & Co 3.82%
- ExxonMobil Holdings Corp 2.63%
- Johnson & Johnson 2.51%
- Cisco Systems Inc 1.86%
- AbbVie Inc 1.80%
- Bank of America Corp 1.66%
- UnitedHealth Group Inc 1.52%
- Caterpillar Inc 1.50%
- Chevron Corp 1.48%
Related comparisons
More comparisons with IWM
- IWM vs FVD · First Trust Value Line Dividend Index Fund 2.4%
- IWM vs ESGV · Vanguard ESG U.S. Stock ETF 2.4%
- IWM vs FNDX · Schwab Fundamental U.S. Large Company ETF 2.3%
- IWM vs AVLV · Avantis US Large Cap Value ETF 1.6%
- IWM vs PEY · Invesco High Yield Equity Dividend Achievers ETF 1.6%
- IWM vs FBCG · Fidelity Blue Chip Growth ETF 1.5%
More comparisons with VYM
- VYM vs BBSC · JPMorgan BetaBuilders U.S. Small Cap Equity ETF 2.6%
- VYM vs VTWO · Vanguard Russell 2000 Index Fund ETF Shares 2.5%
- VYM vs IWN · iShares Russell 2000 Value ETF 2.2%
- VYM vs AVUV · Avantis US Small Cap Value ETF 2.1%
- VYM vs SPSM · State Street SPDR Portfolio S&P 600 Small Cap ETF 2.0%
- VYM vs IJR · iShares Core S&P Small-Cap ETF 2.0%
Percentages are holdings overlap with the named fund.
Open IWM or VYM 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.