IWF vs VB: 5% overlap

iShares Russell 1000 Growth ETF and Vanguard Small-Cap ETF share 4.6% of their portfolios by weight — computed as Σ min(wA, wB) over every holding both funds own.

Hold both, 50/50
2.0Effective Funds

You would hold two tickers and get the diversification of 2.0. Two funds that shared nothing would score 2.0; two identical funds score 1.0.

Overlap
4.6%
IWF expense ratio
0.19%
VB expense ratio
0.03%

Top shared holdings

IWF and VB hold 182 of the same securities. The ten contributing most to the overlap figure:

Holdingin IWFin VBΔ
ALAB0.2%0.4%0.3%
CASH0.1%1.7%1.6%
CRDO0.1%0.5%0.4%
NTRA0.1%0.4%0.3%
RVMD0.1%0.5%0.3%
EME0.1%0.4%0.3%
JBL0.1%0.5%0.4%
NRG0.1%0.4%0.3%
CRS0.1%0.3%0.3%
CASY0.1%0.4%0.3%

Where IWF and VB differ

Sector weights as a share of each fund, ordered by the size of the gap rather than the size of the sector — two funds that overlap heavily still usually diverge somewhere.

SectorIWFVBΔ
Information Technology55.0%16.1%+38.9pp
Communication Services15.7%3.0%+12.7pp
Industrials8.5%21.0%12.5pp
Financials4.7%12.7%8.0pp
Real Estate0.4%7.1%6.7pp
Health Care5.6%11.9%6.3pp
Materials0.3%5.3%5.1pp
Energy0.5%3.7%3.2pp

Δ is IWF minus VB, in percentage points. Sector data is not published by every issuer, so “Unclassified” is a real category rather than a gap in the table.

What each fund holds alone

Only in IWF
187 positions

95.4% of IWF by weight, held in no part of VB.

Only in VB
1,126 positions

71.3% of VB by weight, held in no part of IWF.

A large count with a small weight is the usual shape: the positions one fund adds are typically its smallest ones.

Concentration and cost

IWFVB
Top 10 holdings56.1%5.6%
Positions held3701,308
Cost per $10,000 held, per year$19$3

Cost is the expense ratio applied to $10,000; it excludes any brokerage commission, bid-ask spread or tax consequence. Figures are facts about the funds, not a suggestion about which to hold.

Frequently asked

How much do IWF and VB overlap?

IWF and VB overlap 4.6% by portfolio weight — largely distinct portfolios. They share 182 holdings. The figure comes from current issuer holdings files (IWF as of 2026-07-23, VB as of 2026-06-30).

How is the overlap between IWF and VB calculated?

As the sum of the smaller weight in each fund, over every holding both funds own: Σ min(wA, wB). If IWF holds a stock at 6% and VB holds the same stock at 4%, 4% counts as shared. The result is bounded between 0% and 100%, and it is computed after looking through any fund-of-funds to the underlying holdings.

Is it redundant to hold both IWF and VB?

That depends on your goals — we state facts, not advice. At 4.6% overlap, each fund still contributes meaningfully distinct exposure.

What does IWF own that VB doesn't?

IWF holds 370 positions and VB holds 1,308; 187 of IWF's positions don't appear in VB at all, and they are 95.4% of IWF by weight.

You probably hold more than two funds

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Related comparisons

Sources: issuer holdings files, IWF as of 2026-07-23, VB as of 2026-06-30. Weights are fractions of each fund. Diagnostics, not advice.