IWP vs VO overlap - what they share and where they differ

IWP and VO share 23.5% of their weight across 78 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.

IWP and VO

23.5%

78 shared positions

IWP

iShares Russell Mid-Cap Growth ETF

Reported positions cover 100% of the fund, 261 positions · Jun 30, 2026

Top 10: 19.7%·Holdings of IWP

VO

VANGUARD MID-CAP INDEX FUND

Reported positions cover 100% of the fund, 279 positions · Jun 30, 2026

Top 10: 9.5%·Holdings of VO

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

VO vs IWP side by side

IWPiShares Russell Mid-Cap Growth ETF

261

stock positions reported to the SEC

43.4% of its weight is in 183 names VO does not hold

VOVANGUARD MID-CAP INDEX FUND

279

stock positions reported to the SEC

70.5% of its weight is in 201 names IWP does not hold

Where each fund's weight sits

IWP
VO
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Technology
35.3%
23.3%
Healthcare
14.0%
9.9%
Industrials
13.4%
11.0%
Financial Services
0.0%
11.1%
Consumer Cyclical
10.4%
10.1%
Basic Materials
6.3%
0.0%

The widest gap is Technology: IWP has 12.0 points more of it.

The figures side by side

IWPVO
Filing dateJun 30, 2026Jun 30, 2026
Stock positions reported261279
Weight of the ten largest19.7%9.5%
Largest positionDDOG 2.3%VRT 1.2%
Held alone183 positions, 43.4%201 positions, 70.5%
Covered by stock positions100%100%

Holdings they share

StockIn IWPIn VOCounted
DDOGDatadog, Inc.2.34%0.83%0.83%
HOODRobinhood Markets, Inc.1.75%0.77%0.77%
NETCloudflare, Inc.2.12%0.76%0.76%
RCLRoyal Caribbean Cruises Ltd.1.24%0.74%0.74%
TERTeradyne, Inc.2.07%0.73%0.73%
MPCMarathon Petroleum Corp.1.05%0.72%0.72%
FIXComfort Systems USA, Inc.1.89%0.67%0.67%
SPGSimon Property Group, Inc.1.96%0.67%0.67%
LITELumentum Holdings, Inc.1.67%0.65%0.65%
KEYSKeysight Technologies, Inc.0.93%0.58%0.58%

What each holds alone

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

Only in IWP

WW GRAINGER, INC.1.39%
CRDOCredo Technology Group Holding Ltd.1.23%
JBLJabil, Inc.1.10%
AUAnglogold Ashanti plc1.01%
NTRANatera, Inc.1.01%
EMEEMCOR Group, Inc.1.00%
RVMDRevolution Medicines, Inc.0.98%
CRSCarpenter Technology Corp.0.81%
NRGNRG Energy, Inc.0.81%
TPRTapestry, Inc.0.81%

Only in VO

VRTVertiv Holdings Co1.22%
WDCWestern Digital Corp1.06%
STXSeagate Technology Holdings PLC1.05%
HWMHowmet Aerospace Inc1.04%
PWRQuanta Services Inc1.04%
CMICummins Inc0.95%
BEBloom Energy Corp0.79%
CEGConstellation Energy Corp0.78%
VLOValero Energy Corp0.75%
TDGTransDigm Group Inc0.72%

Questions people ask

Is IWP the same as VO?

23.5% of their weight sits in the same 78 holdings. IWP also reports WW GRAINGER, INC., CRDO, JBL, which the other does not. VO also reports VRT, WDC, STX, which the other does not.

How is the overlap between IWP and VO 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 IWP and 100% of VO, so the number cannot exceed the smaller coverage.

Which holds more, VO or IWP?

IWP reports 261 stock positions and VO reports 279. 43.4% of IWP's weight sits in names VO does not hold, and 70.5% of VO's weight in names IWP does not hold. The ten largest positions are 19.7% of IWP and 9.5% of VO.

How do IWP and VO differ by sector?

The widest gap is Technology: IWP has 12.0 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.

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.