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FUND OVERLAP · LOOK-THROUGH

IWM vs VOO: how much do they really overlap?

IWM (iShares Russell 2000 ETF, tracking the Russell 2000) and VOO (Vanguard S&P 500 ETF, tracking the S&P 500) overlap by roughly 0% by weight. 0 of IWM's top 10 holdings also appear in VOO. A 50/50 blend of the two behaves like about 184 equally-weighted bets (diversification grade A). In short, the two funds hold almost none of the same securities — they are complementary, not redundant.

0%
weight overlap
0/10
of IWM’s top 10 also in VOO
A
50/50 blend grade
~184
real bets in a 50/50 blend

The same companies, in both funds

These 0 holdings appear in both IWM and VOO. The weight columns show how much of each fund each name represents.

Holdingin IWMin VOO

Only in IWM

iShares Russell 2000 ETFUS small-cap. Its biggest holdings that VOO doesn’t have:

MOGA MOOG INC CLASS A0.38%
HUT HUT CORP0.37%
VSAT VIASAT INC0.35%
BTSG BRIGHTSPRING HEALTH SERVICES INC0.35%
CYTK CYTOKINETICS INC0.35%
MXL MAXLINEAR INC0.34%
AGX ARGAN INC0.34%
UMBF UMB FINANCIAL CORP0.33%

Only in VOO

Vanguard S&P 500 ETFUS large-cap. Its biggest holdings that IWM doesn’t have:

NVDA NVIDIA Corp.7.89%
AAPL Apple Inc.7.05%
MSFT Microsoft Corp.5.14%
AMZN Amazon.com Inc.4.07%
GOOGL Alphabet Inc. Class A3.41%
AVGO Broadcom Inc.3.26%
GOOG Alphabet Inc. Class C2.71%
META Facebook Inc. Class A2.13%

So — essentially different. Should you hold both?

IWM and VOO hold almost none of the same securities — they are complementary, not redundant. Held together they genuinely broaden your exposure — a 50/50 blend reaches ~184 effective positions (grade A), because they hold largely different securities.

Holdings as of — IWM: Jun 30, 2026 (iShares (BlackRock)); VOO: May 31, 2026 (Vanguard). Refreshed monthly. Overlap is measured across each fund’s largest holdings (top 50); the diffuse long tail barely moves the math.

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IWM vs VOO — FAQ

How much do IWM and VOO overlap?
IWM and VOO overlap by approximately 0% measured by portfolio weight — that is the share of the smaller fund's holdings (by weight) that also sit inside the other. 0 of IWM's 10 largest holdings are also held by VOO. They share 0 of their listed top holdings in total.
Is it redundant to hold both IWM and VOO?
Because they hold almost none of the same securities — they are complementary, not redundant, holding both is not redundant — each fund covers largely different holdings, so together they broaden your exposure. A 50/50 blend has an effective 184 positions and a A diversification grade.
What does VOO hold that IWM doesn't?
VOO's largest holdings that IWM doesn't hold include NVDA, AAPL, MSFT, AMZN, GOOGL. Its category is US large-cap, versus IWM's US small-cap.
Which is more concentrated, IWM or VOO?
IWM's top 10 holdings are 26% of its listed weight; VOO's are 61%. The more concentrated fund leans harder on its largest names.

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