Data as of Sep 12, 2026. Both funds on the fields they both publish, from the same sources.
IWM vs VT: how they differ
IWM and VT hold 1% of their weight in the same names, and IWM returned more over the year.
iShares Russell 2000 ETF and Vanguard Total World Stock Index Fund.
What they hold in common
By the books each fund has filed, IWM and VT hold 1% of their money in the same securities at the same weight.
| Holding | IWM | VT |
|---|---|---|
| UMB Financial Corp. | 0.33% | 0.01% |
| United Bankshares, Inc. | 0.19% | 0.01% |
| FirstCash Holdings, Inc. | 0.28% | 0.01% |
| Home BancShares, Inc. | 0.17% | 0.01% |
| Old National Bancorp | 0.28% | 0.01% |
| Associated Banc-Corp. | 0.14% | 0.01% |
| CareTrust REIT, Inc. | 0.28% | 0.01% |
| Cytokinetics, Inc. | 0.35% | 0.01% |
| D-Wave Quantum, Inc. | 0.28% | 0.01% |
| ESCO Technologies, Inc. | 0.29% | 0.01% |
| EnerSys | 0.27% | 0.01% |
| Fluor Corp. | 0.23% | 0.01% |
| Only in IWM | Only in VT |
|---|---|
| Argan, Inc. 0.34% | NVIDIA Corp 4.22% |
| JFrog Ltd. 0.31% | Apple Inc 3.53% |
| Alkermes plc 0.27% | Microsoft Corp 2.73% |
| MYR Group, Inc. 0.24% | Amazon.com Inc 2.29% |
| Kodiak Gas Services, Inc. 0.23% | Alphabet Inc 2.04% |
| ACM Research, Inc. 0.21% | Broadcom Inc 1.74% |
| Spyre Therapeutics, Inc. 0.20% | Alphabet Inc 1.61% |
| VSE Corp. 0.20% | Taiwan Semiconductor Manufacturing Co Lt 1.52% |
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.
| IWM iShares Russell 2000 ETF | VT Vanguard Total World Stock Index Fund | |
|---|---|---|
| Where it sits | Core index fund | Core index fund |
| Issuer | iShares | Vanguard |
| What it is | Russell 2000 | Total World Stock |
| Total return, 1 year | +21.2% | +18.9% |
| S&P 500 over the same days | +17.5% | +17.5% |
| Gap to the S&P 500 | +3.7 pts | +1.4 pts |
| Expense ratio | 0.19% | 0.06% |
| Already in the S&P 500 | 0.0% | 55.2% |
| Holdings | 2014 | 10042 |
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.
VT in plain words
VT is an index equity fund tracking the Total World Stock. Over the year to Sep 11, 2026 it returned +18.9% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.06% a year. By its holdings filed for Apr 30, 2026, 55% of the fund by weight is stocks the S&P 500 also holds, across 10042 positions, with the top ten at 21.9%.
Questions people ask
- Which returned more over the last year, IWM or VT?
- In the year to Sep 12, 2026, with distributions reinvested, IWM returned +21.2% and VT returned +18.9%, so IWM returned more. One year is one year; the longer windows are in the table.
- Which is cheaper, IWM or VT?
- IWM charges 0.19% a year and VT charges 0.06%, so VT is cheaper. Fees come from each fund's prospectus.
- How much do IWM and VT overlap with the S&P 500?
- By their latest filed holdings, 0% of IWM and 55% of VT 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 VT, data as of Sep 12, 2026. https://etfiq.com/compare/any/IWM-VT Free to use with attribution; the underlying files are at Open data.
A comparison is not a recommendation. Standards and sources