IWF vs VUG overlap - what they share and where they differ

IWF and VUG share 77.0% of their weight across 104 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.

IWF and VUG

77.0%

104 shared positions

IWF

iShares Russell 1000 Growth ETF

Reported positions cover 100% of the fund, 311 positions · Jun 30, 2026

Top 10: 57.2%·Holdings of IWF

VUG

VANGUARD GROWTH INDEX FUND

Reported positions cover 100% of the fund, 144 positions · Jun 30, 2026

Top 10: 63.1%·Holdings of VUG

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

VUG vs IWF side by side

IWFiShares Russell 1000 Growth ETF

311

stock positions reported to the SEC

17.3% of its weight is in 207 names VUG does not hold

VUGVANGUARD GROWTH INDEX FUND

144

stock positions reported to the SEC

7.1% of its weight is in 40 names IWF does not hold

Where each fund's weight sits

IWF
VUG
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Technology
72.0%
72.2%
Consumer Cyclical
8.1%
10.9%
Healthcare
5.7%
4.7%
Financial Services
4.1%
3.7%
Industrials
3.0%
2.3%

The widest gap is Consumer Cyclical: VUG has 2.7 points more of it.

The figures side by side

IWFVUG
Filing dateJun 30, 2026Jun 30, 2026
Stock positions reported311144
Weight of the ten largest57.2%63.1%
Largest positionNVDA 13.8%NVDA 12.6%
Held alone207 positions, 17.3%40 positions, 7.1%
Covered by stock positions100%100%

Holdings they share

StockIn IWFIn VUGCounted
NVDANVIDIA CORPORATION13.83%12.63%12.63%
GOOGLALPHABET INC.11.15%10.29%10.29%
AAPLAPPLE INC.6.72%11.67%6.72%
AVGOBROADCOM INC.5.21%4.28%4.28%
MSFTMICROSOFT CORPORATION4.11%7.61%4.11%
TSLATESLA, INC.3.64%3.27%3.27%
METAMETA PLATFORMS, INC.3.00%3.41%3.00%
LLYELI LILLY AND COMPANY2.84%2.81%2.81%
AMDADVANCED MICRO DEVICES, INC.2.80%2.62%2.62%
AMATAPPLIED MATERIALS, INC.1.70%1.60%1.60%

What each holds alone

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

Only in IWF

MUMICRON TECHNOLOGY, INC.3.86%
CATCATERPILLAR INC.1.43%
GENERAL ELECTRIC COMPANY1.14%
HDTHE HOME DEPOT, INC.0.77%
AMGNAMGEN INC.0.41%
TTTRANE TECHNOLOGIES PUBLIC LIMITED COMPANY0.32%
LMTLOCKHEED MARTIN CORPORATION0.31%
MCKMCKESSON CORPORATION0.26%
TJXTHE TJX COMPANIES, INC.0.23%
SPGSIMON PROPERTY GROUP, INC.0.21%

Only in VUG

INTCIntel Corp0.79%
STXSeagate Technology Holdings PLC0.61%
GENERAL ELECTRIC CO0.55%
MCDMcDonald's Corp0.54%
TJX COS INC/THE0.48%
WELLWelltower Inc0.46%
VRTXVertex Pharmaceuticals Inc0.36%
EQIXEquinix Inc0.30%
SNPSSynopsys Inc0.25%
ORLYO'Reilly Automotive Inc0.23%

Questions people ask

Is IWF the same as VUG?

77.0% of their weight sits in the same 104 holdings. IWF also reports MU, CAT, GENERAL ELECTRIC COMPANY, which the other does not. VUG also reports INTC, STX, GENERAL ELECTRIC CO, which the other does not.

How is the overlap between IWF and VUG measured?

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

Which holds more, VUG or IWF?

IWF reports 311 stock positions and VUG reports 144. 17.3% of IWF's weight sits in names VUG does not hold, and 7.1% of VUG's weight in names IWF does not hold. The ten largest positions are 57.2% of IWF and 63.1% of VUG.

How do IWF and VUG differ by sector?

The widest gap is Consumer Cyclical: VUG has 2.7 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.

Other pairs with these funds

IWF against other funds in the table

VUG against other funds in the table

Add a third fund in the tool·All fund pairs

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.