IWM vs VIG: how much do they overlap?
iShares Russell 2000 ETF (IWM) · Vanguard Dividend Appreciation ETF (VIG)
overlap by weight · 91 shared holdings
IWM: 1934 holdings (as of 2026-03-31) · VIG: 332 holdings (as of 2026-04-30)
Note: the two funds' latest official filings have different dates, which can understate overlap slightly for funds tracking similar indexes.
Low overlap
What this means
IWM and VIG 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 VIG |
|---|---|---|---|
| Ensign Group, Inc. (The) | ENSG | 0.38% | 0.05% |
| UMB Financial Corp. | UMBF | 0.28% | 0.04% |
| Watts Water Technologies, Inc. | WTS | 0.27% | 0.04% |
| GATX Corp. | GATX | 0.21% | 0.03% |
| Enpro, Inc. | NPO | 0.18% | 0.03% |
| TXNM Energy, Inc. | TXNM | 0.2% | 0.03% |
| Matson, Inc. | MATX | 0.17% | 0.02% |
| Balchem Corp. | BCPC | 0.19% | 0.02% |
| UFP Industries, Inc. | UFPI | 0.18% | 0.02% |
| Selective Insurance Group, Inc. | SIGI | 0.16% | 0.02% |
FAQ
How much do IWM and VIG overlap?
IWM and VIG have a 1.1% overlap by weight, sharing 91 holdings (out of 1934 in IWM and 332 in VIG), based on official issuer holdings as of 2026-03-31.
What does 1.1% overlap mean?
IWM and VIG hold mostly different stocks. Combining them genuinely spreads your exposure across different parts of the market.
Which stocks do IWM and VIG both hold?
The largest shared positions are Ensign Group, Inc. (The), UMB Financial Corp., Watts Water Technologies, Inc., GATX Corp., Enpro, Inc.. The full list of top shared holdings with weights in each fund is shown on this page.