IWM vs VBR: how much do they overlap?
iShares Russell 2000 ETF (IWM) · Vanguard Small-Cap Value ETF (VBR)
overlap by weight · 428 shared holdings
IWM: 1934 holdings (as of 2026-03-31) · VBR: 838 holdings (as of 2026-03-31)
Low overlap
What this means
IWM and VBR hold mostly different stocks. Combining them genuinely spreads your exposure across different parts of the market.
Overlap by weight sums the smaller of the two funds' weights for every stock they both hold — it answers "how much of my money is in the same stocks either way?" See methodology.
Top shared holdings
| Company | Ticker | in IWM | in VBR |
|---|---|---|---|
| Moog, Inc. | MOG.A | 0.28% | 0.2% |
| Watts Water Technologies, Inc. | WTS | 0.27% | 0.19% |
| EchoStar Corp. | ECHO | 0.54% | 0.19% |
| Old National Bancorp | ONB | 0.26% | 0.19% |
| UMB Financial Corp. | UMBF | 0.28% | 0.19% |
| Viavi Solutions, Inc. | VIAV | 0.26% | 0.19% |
| Jackson Financial, Inc. | JXN | 0.24% | 0.18% |
| SM Energy Co. | SM | 0.26% | 0.18% |
| Primoris Services Corp. | PRIM | 0.26% | 0.18% |
| Zurn Elkay Water Solutions Corp. | ZWS | 0.23% | 0.17% |
FAQ
How much do IWM and VBR overlap?
IWM and VBR have a 25.6% overlap by weight, sharing 428 holdings (out of 1934 in IWM and 838 in VBR), based on official issuer holdings as of 2026-03-31.
What does 25.6% overlap mean?
IWM and VBR hold mostly different stocks. Combining them genuinely spreads your exposure across different parts of the market.
Which stocks do IWM and VBR both hold?
The largest shared positions are Moog, Inc., Watts Water Technologies, Inc., EchoStar Corp., Old National Bancorp, UMB Financial Corp.. The full list of top shared holdings with weights in each fund is shown on this page.