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ETF comparison

IWM vs VBK

Both US Small Cap.

iShares Russell 2000 ETF · Vanguard Small-Cap Growth Index Fund ETF Shares

Holdings overlap

Weighted by ISIN/CUSIP
33.4 %

306 positions appear in both funds. Buying equal dollars of IWM and VBK would leave roughly 33.4% of each dollar exposed to the same underlying securities.

IWM only 80.7% Shared 33.4% VBK only 66.3%
In IWM only
1,638 positions
Shared
306 positions
In VBK only
243 positions

Side by side

IWM

iShares Russell 2000 ETF

iShares · US Small Cap

88 composite / 100
Expense ratio
0.19%
Net assets
$82.97B
TTM yield
0.90%
Top-10 conc.
19.5%
VBK

Vanguard Small-Cap Growth Index Fund ETF Shares

Vanguard · US Small Cap

96 composite / 100
Expense ratio
0.050%
Net assets
$47.01B
TTM yield
0.44%
Top-10 conc.
9.6%

Sub-score comparison

81
Cost
95
89
Tax efficiency
90
100
Liquidity
100
86
Concentration
100
—
Tracking quality
—
IWM sub-score VBK

Tracking quality isn't part of the composite — see what we don't score for why.

Cost difference

VBK is 14 bps cheaper than IWM. On a $100,000 position that's about $140/yr more in fees for IWM.

Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open the cost calculator pre-filled with IWM vs VBK.

Top shared holdings

306 shared in total
# Holding In IWM In VBK Overlap
1 Fabrinet 0.64% 0.62% 0.62%
2 Bloom Energy Corp. 1.01% 0.60% 0.60%
3 Nextpower, Inc. 0.60% 0.57% 0.57%
4 Credo Technology Group Holding Ltd. 0.51% 0.51% 0.51%
5 Kratos Defense & Security Solutions, Inc. 0.43% 0.43% 0.43%
6 Advanced Energy Industries, Inc. 0.41% 0.41% 0.41%
7 Bridgebio Pharma, Inc. 0.40% 0.43% 0.40%
8 Hecla Mining Co. 0.40% 0.40% 0.40%
9 Sterling Infrastructure, Inc. 0.41% 0.40% 0.40%
10 Ensign Group, Inc. (The) 0.38% 0.39% 0.38%
11 Guardant Health, Inc. 0.39% 0.38% 0.38%
12 Modine Manufacturing Co. 0.39% 0.38% 0.38%

Only in IWM

1,638 total
  • BlackRock Funds III 14.24%
  • Praxis Precision Medicines, Inc. 0.28%
  • Moog, Inc. 0.28%
  • UMB Financial Corp. 0.28%
  • Watts Water Technologies, Inc. 0.27%
  • SM Energy Co. 0.26%
  • Primoris Services Corp. 0.26%
  • Old National Bancorp 0.26%
  • Viavi Solutions, Inc. 0.26%
  • Fluor Corp. 0.26%

Only in VBK

243 total
  • TechnipFMC PLC 0.92%
  • Ciena Corp 0.92%
  • Casey's General Stores Inc 0.90%
  • Natera Inc 0.88%
  • FTAI Aviation Ltd 0.84%
  • Curtiss-Wright Corp 0.84%
  • Lumentum Holdings Inc 0.84%
  • Comfort Systems USA Inc 0.81%
  • Coherent Corp 0.74%
  • Royal Gold Inc 0.72%

Open IWM or VBK at a brokerage

Both funds trade commission-free at major US brokerages.

Open at Fidelity

Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodology and funding disclosure.

Holdings overlap is the sum of min(weight_a, weight_b) over positions matched on ISIN (CUSIP fallback). Methodology: see /methodology/.

Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.