Data as of Sep 12, 2026. Both funds on the fields they both publish, from the same sources.
IWB vs VYM: how they differ
IWB and VYM hold 33% of their weight in the same names, and VYM returned more over the year.
iShares Russell 1000 ETF and Vanguard High Dividend Yield Index Fund.
What they hold in common
By the books each fund has filed, IWB and VYM hold 33% of their money in the same securities at the same weight.
| Holding | IWB | VYM |
|---|---|---|
| BROADCOM INC. | 2.54% | 8.07% |
| JPMORGAN CHASE & CO. | 1.26% | 3.36% |
| JOHNSON & JOHNSON | 0.88% | 2.31% |
| EXXON MOBIL CORPORATION | 0.82% | 2.73% |
| CATERPILLAR INC. | 0.70% | 1.73% |
| CISCO SYSTEMS, INC. | 0.67% | 1.52% |
| ABBVIE INC. | 0.64% | 1.57% |
| BANK OF AMERICA CORPORATION | 0.54% | 1.45% |
| UNITEDHEALTH GROUP INCORPORATED | 0.54% | 1.41% |
| THE HOME DEPOT, INC. | 0.51% | 1.37% |
| THE PROCTER & GAMBLE COMPANY | 0.49% | 1.45% |
| MERCK & CO., INC. | 0.46% | 1.14% |
| Only in IWB | Only in VYM |
|---|---|
| NVIDIA CORPORATION 6.73% | Honeywell International Inc 0.57% |
| APPLE INC. 6.03% | NXP Semiconductors NV 0.31% |
| MICROSOFT CORPORATION 4.00% | TE Connectivity PLC 0.26% |
| AMAZON.COM, INC. 3.33% | Carnival Corp 0.13% |
| ALPHABET INC. 3.00% | Coterra Energy Inc 0.11% |
| ALPHABET INC. 2.42% | Credicorp Ltd 0.09% |
| MICRON TECHNOLOGY, INC. 1.88% | DuPont de Nemours Inc 0.08% |
| META PLATFORMS, INC. 1.79% | Amcor PLC 0.07% |
Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed. Above 50%, holding both is close to holding one of them twice. Holdings dated Apr 30, 2026 and Jun 30, 2026.
| IWB iShares Russell 1000 ETF | VYM Vanguard High Dividend Yield Index Fund | |
|---|---|---|
| Where it sits | Core index fund | Core index fund |
| Issuer | iShares | Vanguard |
| What it is | Russell 1000 | US high dividend |
| Total return, 1 year | +16.7% | +17.6% |
| S&P 500 over the same days | +17.5% | +17.5% |
| Gap to the S&P 500 | −0.8 pts | +0.1 pts |
| Expense ratio | 0.15% | 0.04% |
| Already in the S&P 500 | 91.9% | 92.2% |
| Holdings | 1024 | 608 |
IWB in plain words
IWB is an index equity fund tracking the Russell 1000. Over the year to Sep 11, 2026 it returned +16.7% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.15% a year. By its holdings filed for Jun 30, 2026, 92% of the fund by weight is stocks the S&P 500 also holds, across 1024 positions, with the top ten at 33.5%.
VYM in plain words
VYM is an index equity fund tracking the US high dividend. Over the year to Sep 11, 2026 it returned +17.6% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.04% a year. By its holdings filed for Apr 30, 2026, 92% of the fund by weight is stocks the S&P 500 also holds, across 608 positions, with the top ten at 25.7%.
Questions people ask
- Which returned more over the last year, IWB or VYM?
- In the year to Sep 12, 2026, with distributions reinvested, IWB returned +16.7% and VYM returned +17.6%, so VYM returned more. One year is one year; the longer windows are in the table.
- Which is cheaper, IWB or VYM?
- IWB charges 0.15% a year and VYM charges 0.04%, so VYM is cheaper. Fees come from each fund's prospectus.
- How much do IWB and VYM overlap with the S&P 500?
- By their latest filed holdings, 92% of IWB and 92% of VYM by weight is stocks the S&P 500 already holds. Between the two funds, 33% of their books are the same securities at the same weight.
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Where these figures came from
ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.
Cite this page. ETFIQ, IWB against VYM, data as of Sep 12, 2026. https://etfiq.com/compare/any/IWB-VYM Free to use with attribution; the underlying files are at Open data.
A comparison is not a recommendation. Standards and sources