IWM vs VTV ETF holdings comparison
iShares Russell 2000 ETF (IWM) · Vanguard Value ETF (VTV)
IWM and VTV overlap by 0% by portfolio weight. The remaining 100.0 percentage points are not counted as shared holdings weight by this calculation. They share 0 stocks;
The holdings dates differ. This can slightly understate overlap for funds tracking similar indexes.
What this means
IWM and VTV share a smaller portion of their portfolio weight in the same underlying stocks. OverlapCheck labels this "low holdings overlap" using house ranges of 70% or more, 30% to under 70%, and under 30%. These descriptive ranges are not industry standards or investment guidance. Holdings overlap does not measure correlation, volatility, geographic or factor exposure, fees, or suitability.
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.
This comparison covers normalized equity positions represented in the dataset. Cash, derivatives, options, structured notes, and other non-equity assets are not included, so the result is not a complete comparison of every asset or risk in either fund.
Top shared holdings
No shared stocks were found in the normalized issuer holdings used for this comparison. That result applies only to the holdings files and dates shown above.
Holdings only in IWM or VTV
IWM has 1986 fund-only positions representing approximately 99.8 percentage points of reported exposure; VTV has 309 fund-only positions representing approximately 99.4 percentage points of reported exposure. These are positions whose normalized security identifiers appear in one issuer file but not the other.
Largest positions only in IWM
| Company | Ticker | Weight |
|---|---|---|
| Moog, Inc. | MOG.A | 0.38% |
| Hut 8 Corp. | HUT | 0.37% |
| Viasat, Inc. | VSAT | 0.35% |
| BrightSpring Health Services, Inc. | BTSG | 0.35% |
| Cytokinetics, Inc. | CYTK | 0.35% |
| MaxLinear, Inc. | MXL | 0.34% |
| Argan, Inc. | AGX | 0.34% |
| UMB Financial Corp. | UMBF | 0.33% |
| JFrog Ltd. | FROG | 0.31% |
| Riot Platforms, Inc. | RIOT | 0.30% |
Largest positions only in VTV
| Company | Ticker | Weight |
|---|---|---|
| Berkshire Hathaway Inc | BRK.B | 3.06% |
| JPMorgan Chase & Co | JPM | 3.03% |
| Exxon Mobil Corp | XOM | 2.90% |
| Johnson & Johnson | JNJ | 2.41% |
| Walmart Inc | WMT | 2.23% |
| Chevron Corp | CVX | 1.61% |
| AbbVie Inc | ABBV | 1.58% |
| Micron Technology Inc | MU | 1.56% |
| Procter & Gamble Co/The | PG | 1.38% |
| Caterpillar Inc | CAT | 1.35% |
FAQ
How much do IWM and VTV overlap?
IWM and VTV have 0% overlap by weight, sharing 0 equity positions (out of 1986 in IWM and 309 in VTV). The official holdings files used are dated 2026-06-30 for IWM and 2026-03-31 for VTV.
What does 0% overlap mean?
IWM and VTV share a smaller portion of their portfolio weight in the same underlying stocks. OverlapCheck labels this "low holdings overlap" using house ranges of 70% or more, 30% to under 70%, and under 30%. These descriptive ranges are not industry standards or investment guidance. Holdings overlap does not measure correlation, volatility, geographic or factor exposure, fees, or suitability.
Which stocks do IWM and VTV both hold?
IWM and VTV have no shared stock positions in the normalized issuer holdings used for this comparison.
What holdings are different between IWM and VTV?
IWM has 1986 positions not found in VTV, while VTV has 309 positions not found in IWM. The largest fund-only positions and their weights are shown on this page.