etf overlap tool · little overlap
VTV vs IWM overlap
VTV and IWM hold no company in common. Still, 87% of their money sits in the same sectors, led by Financials; they part most on Consumer Staples: 8.7% of VTV against 2.1% of IWM.
Holdings as of September 30, 2026 · source: Vanguard (VTV), iShares (IWM) · How we measured all 1,431 pairs
- same money
- same companies, extra weight
- only in this fund
Hold VTV and IWM with other funds or stocks? The free portfolio optimizer opens VTV and IWM 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.
What only one of them gives you
No stock in common, 87% in the same sectors
VTV and IWM: what people ask
How much do VTV and IWM overlap?
None by holdings, as of September 30, 2026: no company appears in both funds. By sector, 87% of their money sits in the same sectors, led by Financials.
Which stocks do VTV and IWM both hold?
None. VTV and IWM have no holding in common.
Is it redundant to hold both VTV and IWM?
No. Out of every $100 split evenly between them, none buys the same company. Half in each gives you 2,269 different holdings that behave like 346 equally weighted stocks, against 97 for VTV alone and 834 for IWM alone. Whether that mix suits you depends on what you want to own; 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 Vanguard and iShares 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.
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.