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ETF comparison

IWO vs VBK

Both US Small Cap.

iShares Russell 2000 Growth ETF · Vanguard Morningstar Small-Cap Growth ETF

Holdings overlap

Weighted by ISIN/CUSIP
20.7 %

241 positions appear in both funds. Buying equal dollars of IWO and VBK would leave roughly 20.7% of each dollar exposed to the same underlying securities.

IWO unmatched 78.9% Shared 20.7% VBK unmatched 79.0%

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 IWO only
892 positions
Shared
241 positions
In VBK only
302 positions

Side by side

IWO

iShares Russell 2000 Growth ETF

iShares · US Small Cap

88 composite / 100
Expense ratio
0.24%
Net assets
$14.11B
TTM yield
0.49%
Top-10 conc.
6.0%
VBK

Vanguard Morningstar Small-Cap Growth ETF

Vanguard · US Small Cap

96 composite / 100
Expense ratio
0.050%
Net assets
$42.94B
whole fund, 4 share classes
TTM yield
0.43%
Top-10 conc.
9.3%

Sub-score comparison

76
Cost
95
90
Tax efficiency
90
100
Liquidity
100
100
Concentration
100
—
Tracking quality
—
IWO sub-score VBK

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

Cost difference

VBK is 19 bps cheaper than IWO. On a $100,000 position that's about $190/yr more in fees for IWO.

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 IWO vs VBK.

Top shared holdings

241 shared in total
# Holding In IWO In VBK Overlap
1 Hut 8 Corp. 0.38% 0.33% 0.33%
2 BrightSpring Health Services, Inc. 0.68% 0.32% 0.32%
3 MaxLinear, Inc. 0.66% 0.31% 0.31%
4 Argan, Inc. 0.66% 0.30% 0.30%
5 Krystal Biotech, Inc. 0.58% 0.29% 0.29%
6 Cipher Digital, Inc. 0.50% 0.27% 0.27%
7 JFrog Ltd. 0.59% 0.26% 0.26%
8 Riot Platforms, Inc. 0.39% 0.26% 0.26%
9 ESCO Technologies, Inc. 0.56% 0.25% 0.25%
10 Alkermes plc 0.42% 0.25% 0.25%
11 StoneX Group, Inc. 0.52% 0.24% 0.24%
12 Vaxcyte, Inc. 0.29% 0.24% 0.24%

Only in IWO

892 total
  • Moog, Inc. 0.73%
  • FirstCash Holdings, Inc. 0.53%
  • Praxis Precision Medicines, Inc. 0.51%
  • Plexus Corp. 0.49%
  • EnerSys 0.49%
  • Zurn Elkay Water Solutions Corp. 0.46%
  • Enpro, Inc. 0.46%
  • Compass, Inc. 0.45%
  • Archrock, Inc. 0.43%
  • Kulicke & Soffa Industries, Inc. 0.42%

Only in VBK

302 total
  • Credo Technology Group Holding Ltd 1.27%
  • REVOLUTION Medicines Inc 1.06%
  • Astera Labs Inc 1.05%
  • Natera Inc 1.04%
  • Twilio Inc 0.88%
  • Casey's General Stores Inc 0.83%
  • Carpenter Technology Corp 0.82%
  • Curtiss-Wright Corp 0.79%
  • FTAI Aviation Ltd 0.78%
  • nVent Electric PLC 0.77%

Percentages are holdings overlap with the named fund.

Open IWO or VBK 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.