IWM vs VYM: how much do they overlap?
iShares Russell 2000 ETF (IWM) · Vanguard High Dividend Yield ETF (VYM)
overlap by weight · 182 shared holdings
IWM: 1934 holdings (as of 2026-03-31) · VYM: 608 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 VYM 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 VYM |
|---|---|---|---|
| UMB Financial Corp. | UMBF | 0.28% | 0.04% |
| FirstCash Holdings, Inc. | FCFS | 0.25% | 0.04% |
| Old National Bancorp | ONB | 0.26% | 0.03% |
| Jackson Financial, Inc. | JXN | 0.24% | 0.03% |
| SM Energy Co. | SM | 0.26% | 0.03% |
| GATX Corp. | GATX | 0.21% | 0.03% |
| Terex Corp. | TEX | 0.23% | 0.03% |
| Archrock, Inc. | AROC | 0.2% | 0.03% |
| Installed Building Products, Inc. | IBP | 0.21% | 0.03% |
| Valley National Bancorp | VLY | 0.2% | 0.03% |
FAQ
How much do IWM and VYM overlap?
IWM and VYM have a 2.5% overlap by weight, sharing 182 holdings (out of 1934 in IWM and 608 in VYM), based on official issuer holdings as of 2026-03-31.
What does 2.5% overlap mean?
IWM and VYM hold mostly different stocks. Combining them genuinely spreads your exposure across different parts of the market.
Which stocks do IWM and VYM both hold?
The largest shared positions are UMB Financial Corp., FirstCash Holdings, Inc., Old National Bancorp, Jackson Financial, Inc., SM Energy Co.. The full list of top shared holdings with weights in each fund is shown on this page.