IWM vs VBR: holdings overlap, shared companies and scores
As of September 11, 2026, IWM and VBR overlap 25.3% by weight. iShares Russell 2000 ETF (IWM): Russell 2000 index. Vanguard Morningstar Small-Cap Value ETF (VBR): U.S. small-cap value stocks.
Updated September 11, 2026
How much do IWM and VBR overlap?
As of September 11, 2026, IWM and VBR overlap 25.3% by weight.
41% of IWM is already inside VBR.
25% of VBR is already inside IWM.
IWM holds 1,951 companies and VBR holds 837; 437 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?
As of September 11, 2026, ETF Copilot scores IWM 4.2 out of 10 and VBR 3.6 out of 10.
They differ most on Valuation: IWM 8.2 and VBR 4.3.
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 | 5.1 | 3.9 |
| Valuation | 8.2 | 4.3 |
| Risk | 2.4 | 3.4 |
| Quality | 0.7 | 1.2 |
| Return | 4.3 | 4.7 |
VBR 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, VBR charges 0.05% a year, yields 2.11% and holds $68.3B in assets across 837 positions.
| Measure | IWM | VBR |
|---|---|---|
| Expense ratio | 0.19% | 0.05% |
| Dividend yield | 1.34% | 2.11% |
| Assets under management | $80.5B | $68.3B |
| Holdings | 1951 | 837 |
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 VBR 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.
VBR trades at 16.1 times earnings, against its own median of 14.7, and is more expensive than 70% of its own 114 monthly readings since 2017.
What moved IWM and VBR 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.
VBR fell 2.0% in the week to September 11, 2026. The holdings that moved it most were Cooper (−23.7%), US Foods (−8.7%) and Omnicom (−6.8%); Skyworks Solutions (+23.6%) pushed the other way.
What do IWM and VBR each hold?
What's inside IWM: Tech 14%, 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.
Compare with similar funds
Cite this
ETF Copilot, “IWM vs VBR holdings overlap and scores”, as of September 11, 2026.
https://etf-copilot.com/compare/iwm-vs-vbr
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