IWM vs VBK: holdings overlap, shared companies and scores
As of September 11, 2026, IWM and VBK overlap 24.9% by weight. iShares Russell 2000 ETF (IWM): Russell 2000 index. Vanguard Morningstar Small-Cap Growth ETF (VBK): U.S. small-cap growth stocks.
Updated September 11, 2026
How much do IWM and VBK overlap?
As of September 11, 2026, IWM and VBK overlap 24.9% by weight.
30% of IWM is already inside VBK.
26% of VBK is already inside IWM.
IWM holds 1,951 companies and VBK holds 542; 271 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?
As of September 11, 2026, ETF Copilot scores IWM 4.2 out of 10 and VBK 4.8 out of 10.
They differ most on Growth: IWM 5.1 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 | 5.1 | 8.4 |
| Valuation | 8.2 | 6.5 |
| Risk | 2.4 | 2.3 |
| Quality | 0.7 | 1.8 |
| Return | 4.3 | 3.6 |
VBK is the cheaper of the two at 0.05% a year
As of September 11, 2026, IWM charges 0.19% a year, yields 1.34% and holds $80.5B in assets across 1951 positions.
As of September 11, 2026, VBK charges 0.05% a year, yields 0.47% and holds $43.8B in assets across 542 positions.
| Measure | IWM | VBK |
|---|---|---|
| Expense ratio | 0.19% | 0.05% |
| Dividend yield | 1.34% | 0.47% |
| Assets under management | $80.5B | $43.8B |
| Holdings | 1951 | 542 |
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.
Where IWM and VBK trade against their own history
IWM trades at 16.8 times earnings, against its own median of 16.7, and is more expensive than 56% of its own 114 monthly readings since 2017.
VBK trades at 29.6 times earnings, against its own median of 27.5, and is more expensive than 80% of its own 114 monthly readings since 2017.
What moved IWM and VBK this week
IWM fell 2.1% in the week to September 11, 2026. The holdings that moved it most were Servicetitan (−41.3%), Qualys (−13.8%) and Dyne Therapeutics (−27.0%); Maxlinear (+25.4%) pushed the other way.
VBK fell 2.5% in the week to September 11, 2026. The holdings that moved it most were Casey S General Stores (−18.8%), Guidewire Software (−30.5%) and Servicetitan (−41.3%); Roivant Sciences (+18.6%) pushed the other way.
What do IWM and VBK each hold?
What's inside IWM: Tech 14%, Semiconductors 2%.
3% of IWM is its ten largest holdings.
What's inside VBK: Tech 26%, Semiconductors 5%.
9% of VBK is its ten largest holdings.
Compare with similar funds
Cite this
ETF Copilot, “IWM vs VBK holdings overlap and scores”, as of September 11, 2026.
https://etf-copilot.com/compare/iwm-vs-vbk
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