etf overlap · little overlap
VIG vs IWM overlap
1.0% of VIG and IWM is the same money, spread over 87 companies both funds hold.
Holdings as of August 31, 2026 · source: Vanguard (VIG), iShares (IWM)
- same money
- same companies, extra weight
- only in this fund
What only one of them gives you
Where each fund puts its money
VIG and IWM: what people ask
How much do VIG and IWM overlap?
1.0% by weight, as of August 31, 2026: little overlap. 87 companies appear in both funds; they make up 1.0% of VIG and 7.7% of IWM.
Which stocks do VIG and IWM both hold?
The largest shared positions are UMBF, MATX, NPO, GATX and TXNM. Ranked by the smaller of the two weights, which is the part you would own twice.
Is it redundant to hold both VIG and IWM?
Out of every $100 split evenly between them, about $1 (half in each fund) buys identical positions. The rest is exposure only one of the two funds gives you: 246 names only in VIG, 1,888 only in IWM. 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.
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.