etf overlap tool · little overlap

IWM vs VT overlap

1.5% of IWM and VT is the same money, spread over 531 companies both funds hold.

Holdings as of September 30, 2026 · source: iShares (IWM), Vanguard (VT) · How we measured all 1,431 pairs

overlapfull holdings, by weight

1.5%of each fund is money the other holds at the same weight, across 531 shared companies.

IWM

35%

65% in VT

98%

1.5% in IWM

same money
same companies, extra weight
only in this fund

Hold IWM and VT with other funds or stocks? The free portfolio optimizer opens IWM and VT beside the rest of what you own: the companies you hold twice, what the funds cost a year, and where the next deposit should go. No account.

01Shared

The companies you would own twice

held by bothtop 15 of 531

companyIWMVT

TWTWSTTWIST BIOSCIENCE0.30%0.01%

MOMOG-AMOOG INC CLASS A0.36%0.01%

UMUMBFUMB FINANCIAL0.34%0.01%

TXTXG10X GENOMICS CLASS A0.28%0.01%

FRFROGJFROG0.32%0.01%

BTBTSGBRIGHTSPRING HEALTH SERVICES INC0.35%0.01%

GKGKOSGLAUKOS0.33%0.01%

VSVSATVIASAT INC0.26%0.01%

ONONBOLD NATIONAL BANCORP0.31%0.01%

HUHUTHUT CORP0.24%0.01%

CYCYTKCYTOKINETICS0.29%0.01%

UBUBSIUNITED BANKSHARES0.21%0.01%

CTCTRECARETRUST REIT0.30%0.01%

KRKRYSKRYSTAL BIOTECH0.28%0.01%

PTPTGXPROTAGONIST THERAPEUTICS0.27%0.01%

02Different

What only one of them gives you

only in IWM1,440 names

IOIOVAIOVANCE BIOTHERAPEUTICS INC0.19%

MMMMEDMINIMED INC0.17%

GRGRALGRAIL INC0.17%

ININSWINTERNATIONAL SEAWAYS0.16%

COCONCONCENTRA GROUP HOLDINGS PARENT IN0.16%

MRMRXMAREX GROUP LTD0.15%

HNHNGEHINGE HEALTH CLASS A0.15%

CRCRGYCRESCENT ENERGY CLASS A0.15%

only in VT9,624 names

NVDANVIDIA Corp4.52%

AAPLApple Inc4.08%

MSFTMicrosoft Corp3.23%

AMZNAmazon.com Inc2.05%

GOOGLAlphabet Inc1.72%

232330Taiwan Semiconductor Manufacturing Co Ltd1.62%

AVGOBroadcom Inc1.39%

METAMeta Platforms Inc1.35%

03Sectors

Where each fund puts its money

sectorsIWM vs VT, share of each fund

Information Technology12.83%30.65%

Financials19.72%15.69%

Health Care19.84%8.35%

Industrials13.79%10.89%

Consumer Discretionary9.31%8.28%

Energy7.02%3.82%

Communication Services2.37%7.29%

Materials4.17%3.84%

Real Estate5.88%2.00%

Consumer Staples2.06%4.34%

Utilities2.87%2.26%

Not classified0.00%1.01%

04Questions

IWM and VT: what people ask

questions4 answered

How much do IWM and VT overlap?

1.5% by weight, as of September 30, 2026: little overlap. 531 companies appear in both funds; they make up 65% of IWM and 1.5% of VT.

Which stocks do IWM and VT both hold?

The largest shared positions are TWST, MOG-A, UMBF, TXG and FROG. Ranked by the smaller of the two weights, which is the part you would own twice.

Is it redundant to hold both IWM and VT?

Out of every $100 split evenly between them, about $2 (half in each fund) buys identical positions. The rest is exposure only one of the two funds gives you: 1,440 names only in IWM, 9,624 only in VT. Half in each behaves like 442 equally weighted stocks, against 834 for IWM alone and 128 for VT alone. Whether that duplication is a problem depends on the mix you want; this is a description, not advice.

How is ETF overlap calculated here?

For every company held by both funds we take the smaller of its two weights and add them up. The weights come from the full holdings files iShares and Vanguard publish, not a top-10 sample, and companies are matched by their ISIN so share classes stay apart. Sector overlap applies the same rule to the issuers' sector labels; "behaves like N equally weighted stocks" is one over the sum of the squared weights.

Hold IWM and VT?Import your positions and see what your funds hold together, company by company, with the fees you pay on each.Import my portfolio

Weights come from each issuer's published holdings file and are matched company by company on their ISIN. Cash, futures and currency positions are left out. This page describes what the funds hold; it is not investment advice.