IJS vs VTWO overlap - what they share and where they differ

IJS and VTWO share 26.0% of their weight across 375 common positions, read from what each fund reported to the SEC.

Each week Ploutos reads the reported positions of the largest US equity ETFs and measures, pair by pair, the weight they share: for every stock both funds hold, the smaller of the two weights counts. Two funds tracking the same index land near 100%. A sector fund inside a broad index fund lands at roughly that sector's weight.

IJS and VTWO

26.0%

375 shared positions

IJS

iShares S&P Small-Cap 600 Value ETF

Reported positions cover 98% of the fund, 458 positions · Jun 30, 2026

Top 10: 8.2%·Holdings of IJS

VTWO

VANGUARD RUSSELL 2000 INDEX FUND

Reported positions cover 100% of the fund, 1,641 positions · May 31, 2026

Top 10: 7.8%·Holdings of VTWO

Reported positions cover IJS 98%, VTWO 100% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.

VTWO vs IJS side by side

IJSiShares S&P Small-Cap 600 Value ETF

458

stock positions reported to the SEC

28.2% of its weight is in 83 names VTWO does not hold

VTWOVANGUARD RUSSELL 2000 INDEX FUND

1,641

stock positions reported to the SEC

73.7% of its weight is in 1,266 names IJS does not hold

Where each fund's weight sits

IJS
VTWO
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Technology
17.0%
25.5%
Financial Services
18.1%
13.3%
Healthcare
0.0%
15.8%
Consumer Cyclical
14.3%
0.0%
Industrials
10.7%
11.0%
Basic Materials
9.2%
7.3%

The widest gap is Healthcare: VTWO has 15.8 points more of it.

The figures side by side

IJSVTWO
Filing dateJun 30, 2026May 31, 2026
Stock positions reported4581,641
Weight of the ten largest8.2%7.8%
Largest positionMOH 1.3%BE 1.8%
Held alone83 positions, 28.2%1,266 positions, 73.7%
Covered by stock positions98%100%

Holdings they share

StockIn IJSIn VTWOCounted
LUMNLUMEN TECHNOLOGIES INC0.43%0.31%0.31%
MXLMAXLINEAR INC0.66%0.22%0.22%
SMSM ENERGY COMPANY0.64%0.22%0.22%
PLXSPLEXUS CORP0.48%0.21%0.21%
JXNJACKSON FINANCIAL INC0.60%0.20%0.20%
TRNOTERRENO REALTY CORP0.22%0.20%0.20%
ACAARCOSA INC0.28%0.18%0.18%
EPRTESSENTIAL PROPERTIES REALTY TRUST INC0.23%0.18%0.18%
MACMACERICH COMPANY (THE)0.37%0.18%0.18%
VSHVISHAY INTERTECHNOLOGY INC0.72%0.18%0.18%

What each holds alone

The heaviest positions one fund reports and the other does not.

Only in IJS

MOHMOLINA HEALTHCARE INC1.28%
MTCHMATCH GROUP INC0.95%
EMNEASTMAN CHEMICAL COMPANY0.82%
KMXCARMAX INC0.81%
KLICKULICKE AND SOFFA INDUSTRIES INC0.75%
POOLPOOL CORP0.74%
LKQLKQ CORP0.72%
VICTORIA'S SECRET & COMPANY0.71%
ENPHENPHASE ENERGY INC0.70%
CAGCONAGRA BRANDS INC0.67%

Only in VTWO

BEBloom Energy Corp1.83%
CRDOCredo Technology Group Holding Ltd1.12%
STRLSterling Infrastructure Inc0.75%
FNFabrinet0.69%
NXTNextpower Inc0.67%
IONQIonQ Inc0.63%
CDECoeur Mining Inc0.58%
TTMITTM Technologies Inc0.52%
ECHOEchoStar Corp0.51%
GHGuardant Health Inc0.47%

Questions people ask

Is IJS the same as VTWO?

26.0% of their weight sits in the same 375 holdings. IJS also reports MOH, MTCH, EMN, which the other does not. VTWO also reports BE, CRDO, STRL, which the other does not.

How is the overlap between IJS and VTWO measured?

For every stock both funds report, the smaller of the two weights counts, and the sum is the overlap. The reported positions cover 98% of IJS and 100% of VTWO, so the number cannot exceed the smaller coverage.

Which holds more, VTWO or IJS?

IJS reports 458 stock positions and VTWO reports 1,641. 28.2% of IJS's weight sits in names VTWO does not hold, and 73.7% of VTWO's weight in names IJS does not hold. The ten largest positions are 8.2% of IJS and 7.8% of VTWO.

How do IJS and VTWO differ by sector?

The widest gap is Healthcare: VTWO has 15.8 points more of it. Sectors come from each holding's SIC code in its SEC record, summed by the weight the fund reports.

Where do the numbers come from?

From each fund's own N-PORT filing to the SEC, which lists every position and its weight. The comparison uses every equity position the fund reports; cash, futures and bonds are not counted, which is why a coverage figure sits next to every result. Holdings change between filings.

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Descriptive data from public SEC filings. Nothing on this page is a recommendation to buy, sell or hold any fund or stock, and holdings change between filings.