IWM vs VBK: holdings overlap, shared companies and scores
As of October 28, 2026, IWM and VBK overlap 24.7% by weight. iShares Russell 2000 ETF (IWM): Owns a focused strategy. Vanguard Morningstar Small-Cap Growth ETF (VBK): U.S. small-cap growth stocks.
Updated October 28, 2026
Where IWM and VBK trade against their own history
IWM trades at 17.1 times earnings, against its own median of 17.1, and is cheaper than 51% of its own last 9 years.
VBK trades at 30.3 times earnings, against its own median of 27.9, and is more expensive than 76% of its own last 9 years.
What moved IWM this week
IWM rose 1.7% in the week to October 28, 2026. The holdings that moved it most were Viasat (+25.0%), Twist Bioscience (+16.3%) and Brinker (+17.4%); Firstcash (−12.3%) pushed the other way.
What do IWM and VBK each hold?
What's inside IWM: Tech 15%, Semiconductors 2%.
3% of IWM is its ten largest holdings.
What's inside VBK: Tech 26%, Semiconductors 6%.
11% of VBK is its ten largest holdings.
How much do IWM and VBK overlap? 24.7% by weight
As of October 28, 2026, IWM and VBK overlap 24.7% by weight.
32% of IWM is already inside VBK.
25% of VBK is already inside IWM.
IWM holds 1,965 companies and VBK holds 550; 280 are in both.
Computed by ETF Copilot from both funds' holdings rather than quoted from a data provider, and rebuilt nightly.
How does ETF Copilot score IWM and VBK? 3.5 and 4.4 out of 10
As of October 28, 2026, ETF Copilot scores IWM 3.5 out of 10 and VBK 4.4 out of 10.
They differ most on Growth: IWM 3.2 and VBK 8.4.
The five factor scores behind them are set out below, 0–10 and higher is better, ranked against every US equity ETF we track.
| Factor | IWM | VBK |
|---|---|---|
| Growth | 3.2 | 8.4 |
| Value | 6.9 | 4.3 |
| Risk | 2.6 | 2.2 |
| Quality | 0.5 | 1.1 |
| Return | 4.2 | 4.1 |
VBK is the cheaper of the two at 0.05% a year
As of October 28, 2026, IWM charges 0.19% a year, yields 0.97% and holds $75.6B in assets across 1965 positions.
As of October 28, 2026, VBK charges 0.05% a year, yields 0.42% and holds $43.9B in assets across 550 positions.
| Measure | IWM | VBK |
|---|---|---|
| Expense ratio | 0.19% | 0.05% |
| Dividend yield | 0.97% | 0.42% |
| Assets under management | $75.6B | $43.9B |
| Holdings | 1965 | 550 |
Expense ratio, dividend yield and assets under management are reported by the fund and refreshed daily. Every other figure on this page is computed by ETF Copilot.
Compare with similar funds
Cite this
ETF Copilot, “IWM vs VBK holdings overlap and scores”, as of October 28, 2026.
https://etf-copilot.com/compare/iwm-vs-vbk
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