Data as of Sep 4, 2026. Both funds on the fields they both publish, from the same sources.
IWM vs VIG
iShares Russell 2000 ETF and Vanguard Dividend Appreciation Index Fund.
What they hold in common
By the books each fund has filed, IWM and VIG hold 1% of their money in the same securities at the same weight.
| Holding | IWM | VIG |
|---|---|---|
| UMB Financial Corp. | 0.33% | 0.04% |
| GATX Corp. | 0.20% | 0.03% |
| Enpro, Inc. | 0.25% | 0.03% |
| TXNM Energy, Inc. | 0.18% | 0.03% |
| Matson, Inc. | 0.18% | 0.03% |
| UFP Industries, Inc. | 0.16% | 0.02% |
| Balchem Corp. | 0.17% | 0.02% |
| Selective Insurance Group, Inc. | 0.18% | 0.02% |
| Home BancShares, Inc. | 0.17% | 0.02% |
| Mueller Water Products, Inc. | 0.13% | 0.02% |
| CNO Financial Group, Inc. | 0.15% | 0.02% |
| First Financial Bankshares, Inc. | 0.14% | 0.02% |
| Only in IWM | Only in VIG |
|---|---|
| Moog, Inc. 0.38% | Broadcom Inc 5.21% |
| Hut 8 Corp. 0.37% | Apple Inc 4.10% |
| Viasat, Inc. 0.35% | Microsoft Corp 3.99% |
| BrightSpring Health Services, Inc. 0.35% | JPMorgan Chase & Co 3.61% |
| Cytokinetics, Inc. 0.35% | Eli Lilly & Co 3.36% |
| MaxLinear, Inc. 0.34% | Exxon Mobil Corp 2.92% |
| Argan, Inc. 0.34% | Walmart Inc 2.62% |
| JFrog Ltd. 0.31% | Johnson & Johnson 2.51% |
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 as filed for Apr 30, 2026 and Jun 30, 2026.
| IWM iShares Russell 2000 ETF | VIG Vanguard Dividend Appreciation Index Fund | |
|---|---|---|
| Where it sits | Core fund | Core fund |
| Issuer | iShares | Vanguard |
| What it is | Russell 2000 | Dividend growth |
| Total return, 1 year | +26.4% | +16.1% |
| S&P 500 over the same days | +20.0% | +20.0% |
| Gap to the S&P 500 | +6.5 pts | −3.8 pts |
| Expense ratio | 0.19% | 0.04% |
| Already in the S&P 500 | 0.0% | 95.7% |
| Holdings | 2014 | 332 |
IWM in plain words
IWM is a index equity fund tracking Russell 2000. Over the year to Sep 4, 2026 it returned +26.4% with distributions reinvested, against +20.0% for the S&P 500 and +25.6% 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%.
VIG in plain words
VIG is a index equity fund tracking Dividend growth. Over the year to Sep 4, 2026 it returned +16.1% with distributions reinvested, against +20.0% for the S&P 500 and +25.6% for the Nasdaq-100. The prospectus expense ratio is 0.04% a year. By its holdings filed for Apr 30, 2026, 96% of the fund by weight is stocks the S&P 500 also holds, across 332 positions, with the top ten at 32.7%.
Questions people ask
- Which returned more over the last year, IWM or VIG?
- In the year to Sep 4, 2026, with distributions reinvested, IWM returned +26.4% and VIG returned +16.1%, so IWM returned more. One year is one year; the longer windows are in the table.
- Which is cheaper, IWM or VIG?
- IWM charges 0.19% a year and VIG charges 0.04%, so VIG is cheaper. Fees come from each fund's prospectus.
- How much do IWM and VIG overlap with the S&P 500?
- By their latest filed holdings, 0% of IWM and 96% of VIG by weight is stocks the S&P 500 already holds. Between the two funds, 1% 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 VIG, data as of Sep 4, 2026. https://etfiq.com/compare/any/IWM-VIG.html Free to use with attribution; the underlying files are at Open data.
A comparison is not a recommendation. Standards and sources