Data as of Sep 12, 2026. Both funds on the fields they both publish, from the same sources.
IWM vs VDE: how they differ
IWM and VDE hold 4% of their weight in the same names, and VDE returned more over the year.
iShares Russell 2000 ETF and Vanguard Energy Index Fund.
What they hold in common
By the books each fund has filed, IWM and VDE hold 4% of their money in the same securities at the same weight.
| Holding | IWM | VDE |
|---|---|---|
| Kodiak Gas Services, Inc. | 0.23% | 0.32% |
| Archrock, Inc. | 0.22% | 0.27% |
| SM Energy Co. | 0.20% | 0.33% |
| Uranium Energy Corp. | 0.16% | 0.31% |
| Magnolia Oil & Gas Corp. | 0.15% | 0.24% |
| CNX Resources Corp. | 0.14% | 0.23% |
| Murphy Oil Corp. | 0.14% | 0.24% |
| PBF Energy, Inc. | 0.14% | 0.19% |
| Solaris Energy Infrastructure, Inc. | 0.13% | 0.17% |
| Liberty Energy, Inc. | 0.13% | 0.23% |
| Oceaneering International, Inc. | 0.13% | 0.20% |
| Core Natural Resources, Inc. | 0.13% | 0.22% |
| Only in IWM | Only in VDE |
|---|---|
| Moog, Inc. 0.38% | Exxon Mobil Corp 21.37% |
| Hut 8 Corp. 0.37% | Chevron Corp 14.53% |
| Viasat, Inc. 0.35% | ConocoPhillips 5.79% |
| BrightSpring Health Services, Inc. 0.35% | Williams Cos Inc/The 3.65% |
| Cytokinetics, Inc. 0.35% | SLB Ltd 3.49% |
| MaxLinear, Inc. 0.34% | Marathon Petroleum Corp 3.29% |
| Argan, Inc. 0.34% | Valero Energy Corp 3.19% |
| UMB Financial Corp. 0.33% | EOG Resources Inc 3.06% |
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 Jun 30, 2026 and May 31, 2026.
| IWM iShares Russell 2000 ETF | VDE Vanguard Energy Index Fund | |
|---|---|---|
| Where it sits | Core index fund | Core index fund |
| Issuer | iShares | Vanguard |
| What it is | Russell 2000 | Energy |
| Total return, 1 year | +21.2% | +50.6% |
| S&P 500 over the same days | +17.5% | +17.5% |
| Gap to the S&P 500 | +3.7 pts | +33.1 pts |
| Expense ratio | 0.19% | 0.09% |
| Already in the S&P 500 | 0.0% | 81.6% |
| Holdings | 2014 | 105 |
IWM in plain words
IWM is an index equity fund tracking the Russell 2000. Over the year to Sep 11, 2026 it returned +21.2% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.19% a year. By its holdings filed for Jun 30, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 2014 positions, with the top ten at 3.4%. It sat 5.3% below its high of Aug 14, 2026 on Sep 11, 2026.
VDE in plain words
VDE is an index equity fund tracking the Energy. Over the year to Sep 11, 2026 it returned +50.6% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.09% a year. By its holdings filed for May 31, 2026, 82% of the fund by weight is stocks the S&P 500 also holds, across 105 positions, with the top ten at 64.0%.
Questions people ask
- Which returned more over the last year, IWM or VDE?
- In the year to Sep 12, 2026, with distributions reinvested, IWM returned +21.2% and VDE returned +50.6%, so VDE returned more. One year is one year; the longer windows are in the table.
- Which is cheaper, IWM or VDE?
- IWM charges 0.19% a year and VDE charges 0.09%, so VDE is cheaper. Fees come from each fund's prospectus.
- How much do IWM and VDE overlap with the S&P 500?
- By their latest filed holdings, 0% of IWM and 82% of VDE by weight is stocks the S&P 500 already holds. Between the two funds, 4% of their books are the same securities at the same weight.
Other comparisons
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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, IWM against VDE, data as of Sep 12, 2026. https://etfiq.com/compare/any/IWM-VDE Free to use with attribution; the underlying files are at Open data.
A comparison is not a recommendation. Standards and sources