etf overlap tool · little overlap

VYM vs IWM overlap

2.5% of VYM and IWM is the same money, spread over 183 companies both funds hold.

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

overlapfull holdings, by weight

2.5%of each fund is money the other holds at the same weight, across 183 shared companies.

VYM

98%

2.5% in IWM

IWM

79%

21% in VYM

same money
same companies, extra weight
only in this fund

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

01Shared

The companies you would own twice

held by bothtop 15 of 183

companyVYMIWM

UMUMBFUMB Financial Corp0.04%0.34%

ONONBOld National Bancorp/IN0.04%0.31%

FCFCFSFirstCash Holdings Inc0.04%0.31%

JXJXNJackson Financial Inc0.04%0.28%

SMSMSM Energy Co0.03%0.33%

PBPBFPBF Energy Inc0.03%0.29%

TXTXNMTXNM Energy Inc0.03%0.22%

UBUBSIUnited Bankshares Inc/WV0.03%0.21%

VLVLYValley National Bancorp0.03%0.22%

GAGATXGATX Corp0.03%0.20%

TETEXTerex Corp0.03%0.20%

SWSWXSouthwest Gas Holdings Inc0.02%0.22%

HWHWCHancock Whitney Corp0.02%0.21%

GBGBCIGlacier Bancorp Inc0.02%0.20%

SXSXTSensient Technologies Corp0.02%0.20%

02Different

What only one of them gives you

only in VYM410 names

AVGOBroadcom Inc6.93%

JPMJPMorgan Chase & Co3.75%

XOMExxonMobil Holdings Corp2.84%

JNJJohnson & Johnson2.70%

ABBVAbbVie Inc1.96%

CSCOCisco Systems Inc1.80%

CVXChevron Corp1.61%

CATCaterpillar Inc1.56%

only in IWM1,788 names

MOMOG-AMOOG INC CLASS A0.36%

BTBTSGBRIGHTSPRING HEALTH SERVICES INC0.35%

GKGKOSGLAUKOS0.33%

FRFROGJFROG0.32%

EAEATBRINKER INTERNATIONAL INC0.31%

CTCTRECARETRUST REIT0.30%

TWTWSTTWIST BIOSCIENCE0.30%

PCPCVXVAXCYTE0.30%

03Sectors

Where each fund puts its money

sectorsVYM vs IWM, share of each fund

Financials20.99%19.72%

Health Care13.96%19.84%

Information Technology16.35%12.83%

Industrials12.36%13.79%

Energy10.11%7.02%

Consumer Discretionary5.72%9.31%

Consumer Staples8.20%2.06%

Utilities5.07%2.87%

Materials3.58%4.17%

Real Estate0.01%5.88%

Communication Services3.25%2.37%

04Questions

VYM and IWM: what people ask

questions4 answered

How much do VYM and IWM overlap?

2.5% by weight, as of September 30, 2026: little overlap. 183 companies appear in both funds; they make up 2.5% of VYM and 21% of IWM.

Which stocks do VYM and IWM both hold?

The largest shared positions are UMBF, ONB, FCFS, JXN and SM. Ranked by the smaller of the two weights, which is the part you would own twice.

Is it redundant to hold both VYM and IWM?

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: 410 names only in VYM, 1,788 only in IWM. Half in each behaves like 275 equally weighted stocks, against 75 for VYM alone and 834 for IWM 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 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 VYM 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.