Fixture comparison · development preview

VB vs IWM

Vanguard Small-Cap ETFvsiShares Russell 2000 ETF

Source statusFixture data
Weighted overlap29.8%by reported portfolio weight
Shared holdings11resolved equity securities
VB holdings shared100.0%11 / 11
IWM holdings shared100.0%11 / 11

Exposure

Shared vs unique exposure

VB29.8% recognized
Shared weight · unique recognized equity weight
IWM33.4% recognized
Shared weight · unique recognized equity weight

Shared exposure

Top shared holdings

HoldingCompanyVBIWMSharedDifference
AMDAdvanced Micro Devices Inc.4.1%4.1%4.1%+0.00 pp
INTCIntel Corp.3.6%3.6%3.6%+0.00 pp
SBUXStarbucks Corp.3.1%3.1%3.1%+0.00 pp
NKENIKE Inc.2.9%2.9%2.9%+0.00 pp
GEGE Aerospace2.7%3.3%2.7%-0.60 pp
DUKDuke Energy Corp.2.5%3.1%2.5%-0.60 pp
SOSouthern Co.2.4%2.9%2.4%-0.50 pp
CATCaterpillar Inc.2.3%3.5%2.3%-1.20 pp
QCOMQUALCOMM Inc.2.2%2.2%2.2%+0.00 pp
TXNTexas Instruments Inc.2.1%2.1%2.1%+0.00 pp

Holdings detail

Shared and unique holdings

HoldingCompanyVBIWMSharedDifference
AMDAdvanced Micro Devices Inc.4.1%4.1%4.1%+0.00 pp
INTCIntel Corp.3.6%3.6%3.6%+0.00 pp
SBUXStarbucks Corp.3.1%3.1%3.1%+0.00 pp
NKENIKE Inc.2.9%2.9%2.9%+0.00 pp
GEGE Aerospace2.7%3.3%2.7%-0.60 pp
DUKDuke Energy Corp.2.5%3.1%2.5%-0.60 pp
SOSouthern Co.2.4%2.9%2.4%-0.50 pp
CATCaterpillar Inc.2.3%3.5%2.3%-1.20 pp
QCOMQUALCOMM Inc.2.2%2.2%2.2%+0.00 pp
TXNTexas Instruments Inc.2.1%2.1%2.1%+0.00 pp
TMOThermo Fisher Scientific Inc.1.9%2.6%1.9%-0.70 pp

Weight comparison

Largest weighting differences

HoldingCompanyVBIWMDifference
CATCaterpillar Inc.2.3%3.5%-1.20 pp
TMOThermo Fisher Scientific Inc.1.9%2.6%-0.70 pp
GEGE Aerospace2.7%3.3%-0.60 pp
DUKDuke Energy Corp.2.5%3.1%-0.60 pp
SOSouthern Co.2.4%2.9%-0.50 pp
AMDAdvanced Micro Devices Inc.4.1%4.1%+0.00 pp
INTCIntel Corp.3.6%3.6%+0.00 pp
SBUXStarbucks Corp.3.1%3.1%+0.00 pp
NKENIKE Inc.2.9%2.9%+0.00 pp
QCOMQUALCOMM Inc.2.2%2.2%+0.00 pp

Data quality

Snapshot and coverage

VBIWM
Holdings dateAug 1, 2026Aug 1, 2026
Recognized equity weight29.8%33.4%
Unresolved equity weight0.8%0.8%
Resolved securities1111
Resolution coverage97.4%97.7%
Weight basisReported % of fundReported % of fund
Source scopefixture_portfolio_compositionfixture_portfolio_composition
Valuation methodFixtureFixture

Comparability

Data comparability · Compatible

Interpretation

What this result means

Weighted overlap adds the smaller reported weight for each recognized equity security held by both ETFs. It measures shared reported portfolio weight at the selected snapshots; it does not measure return correlation or predict future performance.

Limitations

This page uses synthetic fixture holdings for product development. Results are not current ETF holdings and should not be used for investment decisions. Real provider data remains disabled until BasisPilot's source authorization, retention, and source-scope rules are approved.