QuantLogix

IWM vs VB — ETF comparison

Two funds head-to-head: live engine reads, trailing performance, and holdings overlap from SEC filings. An engine-read comparison — not a recommendation.

IWM
iShares Russell 2000 ETF
51/100
BUY
$296.01 · +0.00% · Small / Mid Cap
Full ETF page →
VS
engine lead
VB
Vanguard Morningstar Small-Cap ETF
60/100
BUY
$300.01 · +0.00% · Small / Mid Cap
Full ETF page →
Factor by factor — IWM (left) vs VB (right)
60
Technical
60
48
Momentum
47
51
Fundamental
49
57
Options
57
40
Microstructure
57
Trailing performance — IWM (left) vs VB (right)
+18.0%
6-month return
+13.1%
+25.1%
1-year return
+18.2%
+29.9%
5-year return
+31.1%
Holdings overlap — 16.1% by weight · 429 shared positions
0.35%
0.14%
0.35%
0.14%
0.34%
0.13%
0.33%
0.12%
0.28%
0.12%
0.27%
0.11%
0.29%
0.11%
0.27%
0.11%
Largest IWM-only positions: ONB 0.28% · JBTM 0.24% · FBP 0.20% · UCTT 0.20% · SSRM 0.20%
Largest VB-only positions: JBL 0.49% · EME 0.45% · TWLO 0.38% · NRG 0.37% · CASY 0.36%

From each fund's SEC N-PORT filing (2026-08-25 / 2026-08-28), computed on the 1046 of 2013 and 853 of 1311 equity positions matched to the QuantLogix stock universe — a lower bound, never an estimate.

QuantLogix's 5-factor engine currently reads iShares Russell 2000 ETF (IWM) at 51/100 (buy) and Vanguard Morningstar Small-Cap ETF (VB) at 60/100 (buy). VB carries the stronger composite read by 9 points, led by technical at 60/100. IWM's strongest leg is technical at 60/100. On trailing price performance, IWM leads over the last year (+25.1% vs +18.2% for VB). By filed portfolio weights, at least 16.1% of the two funds overlaps across 429 shared positions. Signals recompute throughout the trading day — the balance can shift with the tape.

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Educational market analysis, not investment advice. QuantLogix does not provide personalized recommendations. IWM ETF page · VB ETF page · ETF rankings · Equities Network · Verified track record