IWM vs VBR: holdings overlap, shared companies and scores
As of October 28, 2026, IWM and VBR overlap 25.0% by weight. iShares Russell 2000 ETF (IWM): Owns a focused strategy. Vanguard Morningstar Small-Cap Value ETF (VBR): U.S. small-cap value stocks.
Updated October 28, 2026
Where IWM and VBR 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.
VBR trades at 16.2 times earnings, against its own median of 15.2, and is more expensive than 67% of its own last 9 years.
What moved IWM and VBR 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.
VBR rose 0.7% in the week to October 28, 2026. The holdings that moved it most were Range Resources (+30.1%), Viasat (+25.0%) and Pentair (+21.8%); F5 Networks (−20.3%) pushed the other way.
What do IWM and VBR each hold?
What's inside IWM: Tech 15%, Semiconductors 2%.
3% of IWM is its ten largest holdings.
What's inside VBR: Tech 11%, Semiconductors 1%.
6% of VBR is its ten largest holdings.
How much do IWM and VBR overlap? 25.0% by weight
As of October 28, 2026, IWM and VBR overlap 25.0% by weight.
41% of IWM is already inside VBR.
25% of VBR is already inside IWM.
IWM holds 1,965 companies and VBR holds 819; 428 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 VBR? 3.5 and 3.5 out of 10
As of October 28, 2026, ETF Copilot scores IWM 3.5 out of 10 and VBR 3.5 out of 10.
They differ most on Risk: IWM 2.6 and VBR 5.4.
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 | VBR |
|---|---|---|
| Growth | 3.2 | 1.1 |
| Value | 6.9 | 4.6 |
| Risk | 2.6 | 5.4 |
| Quality | 0.5 | 1.5 |
| Return | 4.2 | 5.1 |
VBR 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, VBR charges 0.05% a year, yields 1.83% and holds $64.5B in assets across 819 positions.
| Measure | IWM | VBR |
|---|---|---|
| Expense ratio | 0.19% | 0.05% |
| Dividend yield | 0.97% | 1.83% |
| Assets under management | $75.6B | $64.5B |
| Holdings | 1965 | 819 |
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 VBR holdings overlap and scores”, as of October 28, 2026.
https://etf-copilot.com/compare/iwm-vs-vbr
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