ETF comparison
IWO vs VBR
Both US Small Cap.
iShares Russell 2000 Growth ETF · Vanguard Morningstar Small-Cap Value ETF
Holdings overlap
187 positions appear in both funds. Buying equal dollars of IWO and VBR would leave roughly 10.2% 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
VBR 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 VBR.
Top shared holdings
187 shared in total| # | Holding | In IWO | In VBR | Overlap |
|---|---|---|---|---|
| 1 | Moog, Inc. | 0.73% | 0.26% | 0.26% |
| 2 | Praxis Precision Medicines, Inc. | 0.51% | 0.20% | 0.20% |
| 3 | Compass, Inc. | 0.45% | 0.20% | 0.20% |
| 4 | EnerSys | 0.49% | 0.18% | 0.18% |
| 5 | FirstCash Holdings, Inc. | 0.53% | 0.17% | 0.17% |
| 6 | Plexus Corp. | 0.49% | 0.17% | 0.17% |
| 7 | Zurn Elkay Water Solutions Corp. | 0.46% | 0.17% | 0.17% |
| 8 | Enpro, Inc. | 0.46% | 0.17% | 0.17% |
| 9 | Nuvalent, Inc. | 0.40% | 0.15% | 0.15% |
| 10 | Archrock, Inc. | 0.43% | 0.15% | 0.15% |
| 11 | Victoria's Secret & Co. | 0.35% | 0.14% | 0.14% |
| 12 | Fluor Corp. | 0.14% | 0.16% | 0.14% |
Only in IWO
946 total- BrightSpring Health Services, Inc. 0.68%
- MaxLinear, Inc. 0.66%
- Argan, Inc. 0.66%
- JFrog Ltd. 0.59%
- Krystal Biotech, Inc. 0.58%
- ESCO Technologies, Inc. 0.56%
- D-Wave Quantum, Inc. 0.53%
- StoneX Group, Inc. 0.52%
- Cipher Digital, Inc. 0.50%
- Ryman Hospitality Properties, Inc. 0.48%
Only in VBR
653 total- Jabil Inc 0.87%
- NRG Energy Inc 0.66%
- Tapestry Inc 0.63%
- Atmos Energy Corp 0.62%
- Williams-Sonoma Inc 0.59%
- Moderna Inc 0.54%
- Smurfit Westrock PLC 0.52%
- F5 Inc 0.50%
- US Foods Holding Corp 0.48%
- JB Hunt Transport Services Inc 0.47%
Related comparisons
More comparisons with IWO
- IWO vs DFSV · DFA U.S. Small Cap Value Portfolio – ETF Class Shares 6.5%
- IWO vs CALF · Pacer US Small Cap Cash Cows 100 ETF 6.2%
- IWO vs IJH · iShares Core S&P Mid-Cap ETF 4.4%
- IWO vs ITOT · iShares Core S&P Total U.S. Stock Market ETF 2.8%
- IWO vs VTI · Vanguard Morningstar Total Stock Market ETF 2.8%
- IWO vs SCHB · Schwab U.S. Broad Market ETF 2.4%
More comparisons with VBR
- VBR vs VIOG · Vanguard S&P Small-Cap 600 Growth Index Fund ETF Shares 10.1%
- VBR vs IWD · iShares Russell 1000 Value ETF 10.0%
- VBR vs VYM · Vanguard High Dividend Yield Index Fund ETF Shares 9.8%
- VBR vs IJT · iShares S&P Small-Cap 600 Growth ETF 9.5%
- VBR vs CALF · Pacer US Small Cap Cash Cows 100 ETF 9.3%
- VBR vs VTI · Vanguard Morningstar Total Stock Market ETF 7.2%
Percentages are holdings overlap with the named fund.
Open IWO or VBR 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.