IWN vs VBR: holdings overlap, shared companies and scores
As of October 28, 2026, IWN and VBR overlap 18.9% by weight. iShares Russell 2000 Value ETF (IWN): Owns a focused strategy. Vanguard Morningstar Small-Cap Value ETF (VBR): U.S. small-cap value stocks.
Updated October 28, 2026
Where IWN and VBR trade against their own history
IWN trades at 14.0 times earnings, against its own median of 13.9, and is more expensive than 50% 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 IWN and VBR this week
IWN rose 1.8% in the week to October 28, 2026. The holdings that moved it most were Viasat (+25.0%), Grail (+19.1%) and Surgery Partners (+50.9%); PBF Energy (−10.1%) 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 IWN and VBR each hold?
What's inside IWN: Tech 7%, Semiconductors 1%.
5% of IWN is its ten largest holdings.
What's inside VBR: Tech 11%, Semiconductors 1%.
6% of VBR is its ten largest holdings.
How much do IWN and VBR overlap? 18.9% by weight
As of October 28, 2026, IWN and VBR overlap 18.9% by weight.
55% of IWN is already inside VBR.
20% of VBR is already inside IWN.
IWN holds 1,396 companies and VBR holds 819; 353 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 IWN and VBR? 3.2 and 3.5 out of 10
As of October 28, 2026, ETF Copilot scores IWN 3.2 out of 10 and VBR 3.5 out of 10.
They differ most on Risk: IWN 3.6 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 | IWN | VBR |
|---|---|---|
| Growth | 1.7 | 1.1 |
| Value | 5.7 | 4.6 |
| Risk | 3.6 | 5.4 |
| Quality | 0.5 | 1.5 |
| Return | 4.7 | 5.1 |
VBR is the cheaper of the two at 0.05% a year
As of October 28, 2026, IWN charges 0.24% a year, yields 1.51% and holds $14.0B in assets across 1396 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 | IWN | VBR |
|---|---|---|
| Expense ratio | 0.24% | 0.05% |
| Dividend yield | 1.51% | 1.83% |
| Assets under management | $14.0B | $64.5B |
| Holdings | 1396 | 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, “IWN vs VBR holdings overlap and scores”, as of October 28, 2026.
https://etf-copilot.com/compare/iwn-vs-vbr
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