IWR vs VB overlap - what they share and where they differ

IWR and VB share 43.0% of their weight across 562 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.

IWR and VB

43.0%

562 shared positions

IWR

iShares Russell Mid-Cap ETF

Reported positions cover 100% of the fund, 808 positions · Jun 30, 2026

Top 10: 5.6%·Holdings of IWR

VB

VANGUARD SMALL-CAP INDEX FUND

Reported positions cover 100% of the fund, 1,274 positions · Jun 30, 2026

Top 10: 4.3%·Holdings of VB

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

VB vs IWR side by side

IWRiShares Russell Mid-Cap ETF

808

stock positions reported to the SEC

55.9% of its weight is in 246 names VB does not hold

VBVANGUARD SMALL-CAP INDEX FUND

1,274

stock positions reported to the SEC

29.9% of its weight is in 712 names IWR does not hold

Where each fund's weight sits

IWR
VB
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Technology
21.6%
23.2%
Healthcare
12.9%
13.7%
Financial Services
11.2%
10.9%
Industrials
10.4%
9.3%
Consumer Cyclical
9.0%
10.1%

The widest gap is Technology: VB has 1.6 points more of it.

The figures side by side

IWRVB
Filing dateJun 30, 2026Jun 30, 2026
Stock positions reported8081,274
Weight of the ten largest5.6%4.3%
Largest positionDDOG 0.6%CRDO 0.6%
Held alone246 positions, 55.9%712 positions, 29.9%
Covered by stock positions100%100%

Holdings they share

StockIn IWRIn VBCounted
ALABAstera Labs, Inc.0.53%0.45%0.45%
CRDOCredo Technology Group Holding Ltd.0.32%0.55%0.32%
JBLJabil, Inc.0.29%0.49%0.29%
NTRANatera, Inc.0.27%0.45%0.27%
EMEEMCOR Group, Inc.0.26%0.45%0.26%
RVMDRevolution Medicines, Inc.0.26%0.46%0.26%
CRSCarpenter Technology Corp.0.22%0.35%0.22%
MKSIMKS, Inc.0.22%0.37%0.22%
TWLOTwilio, Inc.0.22%0.38%0.22%
ATOAtmos Energy Corp.0.21%0.35%0.21%

What each holds alone

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

Only in IWR

DDOGDatadog, Inc.0.62%
SNOWSnowflake, Inc.0.61%
RCLRoyal Caribbean Cruises Ltd.0.58%
HOODRobinhood Markets, Inc.0.56%
NETCloudflare, Inc.0.56%
TERTeradyne, Inc.0.55%
MPCMarathon Petroleum Corp.0.54%
SPGSimon Property Group, Inc.0.52%
URIUnited Rentals, Inc.0.51%
COHRCoherent Corp.0.50%

Only in VB

CASEY'S GENERAL STORES INC0.36%
FLEX LTD0.36%
LIBERTY MEDIA CORP-LIBERTY FORMULA ONE0.28%
JB HUNT TRANSPORT SERVICES INC0.27%
CH ROBINSON WORLDWIDE INC0.26%
TEMPUR SEALY INTERNATIONAL INC0.19%
WP CAREY INC0.19%
CARLISLE COS INC0.18%
PRC NEWCO INC0.18%
COOPER COS INC/THE0.17%

Questions people ask

Is IWR the same as VB?

43.0% of their weight sits in the same 562 holdings. IWR also reports DDOG, SNOW, RCL, which the other does not. VB also reports CASEY'S GENERAL STORES INC, FLEX LTD, LIBERTY MEDIA CORP-LIBERTY FORMULA ONE, which the other does not.

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

Which holds more, VB or IWR?

IWR reports 808 stock positions and VB reports 1,274. 55.9% of IWR's weight sits in names VB does not hold, and 29.9% of VB's weight in names IWR does not hold. The ten largest positions are 5.6% of IWR and 4.3% of VB.

How do IWR and VB differ by sector?

The widest gap is Technology: VB has 1.6 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.