etf overlap tool · little overlap

VUG vs IWM overlap

VUG and IWM hold no company in common. Still, 40% of their money sits in the same sectors, led by Information Technology, which is 59% of VUG against 13% of IWM.

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

overlapfull holdings, by weight

0.0%of each fund is money the other holds at the same weight, across 0 shared companies.

VUG

100%

0.0% in IWM

IWM

100%

0.0% in VUG

same money
same companies, extra weight
only in this fund

Hold VUG and IWM with other funds or stocks? The free portfolio optimizer opens VUG 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.

01Different

What only one of them gives you

only in VUG135 names

NVDANVIDIA Corp13.48%

AAPLApple Inc12.50%

MSFTMicrosoft Corp9.74%

GOOGLAlphabet Inc5.16%

AVGOBroadcom Inc4.34%

AMZNAmazon.com Inc4.26%

METAMeta Platforms Inc4.23%

GOOGAlphabet Inc4.09%

only in IWM1,971 names

MOMOG-AMOOG INC CLASS A0.36%

BTBTSGBRIGHTSPRING HEALTH SERVICES INC0.35%

UMUMBFUMB FINANCIAL0.34%

SMSMSM ENERGY0.33%

GKGKOSGLAUKOS0.33%

FRFROGJFROG0.32%

EAEATBRINKER INTERNATIONAL INC0.31%

FCFCFSFIRSTCASH HOLDINGS INC0.31%

02Sectors

No stock in common, 40% in the same sectors

sectorsVUG vs IWM, share of each fund

Information Technology59.44%12.83%

Health Care4.29%19.84%

Financials4.01%19.72%

Consumer Discretionary9.96%9.31%

Industrials4.22%13.79%

Communication Services15.25%2.37%

Energy0.26%7.02%

Real Estate0.88%5.88%

Materials0.38%4.17%

Consumer Staples1.26%2.06%

Utilities0.00%2.87%

03Questions

VUG and IWM: what people ask

questions4 answered

How much do VUG and IWM overlap?

None by holdings, as of September 30, 2026: no company appears in both funds. By sector, 40% of their money sits in the same sectors, led by Information Technology.

Which stocks do VUG and IWM both hold?

None. VUG and IWM have no holding in common.

Is it redundant to hold both VUG and IWM?

No. Out of every $100 split evenly between them, none buys the same company. Half in each gives you 2,106 different holdings that behave like 68 equally weighted stocks, against 17 for VUG 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.

Hold VUG and IWM?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.