etf overlap · little overlap
VYM vs IWM overlap
2.5% of VYM and IWM is the same money, spread over 191 companies both funds hold.
Holdings as of August 31, 2026 · source: Vanguard (VYM), iShares (IWM) · How we measured all 435 pairs
- same money
- same companies, extra weight
- only in this fund
What only one of them gives you
Where each fund puts its money
VYM and IWM: what people ask
How much do VYM and IWM overlap?
2.5% by weight, as of August 31, 2026: little overlap. 191 companies appear in both funds; they make up 2.5% of VYM and 20% of IWM.
Which stocks do VYM and IWM both hold?
The largest shared positions are UMBF, SM, ONB, JXN and FCFS. 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 $3 (half in each fund) buys identical positions. The rest is exposure only one of the two funds gives you: 412 names only in VYM, 1,784 only in IWM. Half in each behaves like 279 equally weighted stocks, against 77 for VYM alone and 842 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.
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.