IWR vs VO overlap - what they share and where they differ
IWR and VO share 52.3% of their weight across 217 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 VO
52.3%
217 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
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 IWR 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 IWR side by side
IWRiShares Russell Mid-Cap ETF
808
stock positions reported to the SEC
45.6% of its weight is in 591 names VO does not hold
VOVANGUARD MID-CAP INDEX FUND
279
stock positions reported to the SEC
30.9% of its weight is in 62 names IWR does not hold
Where each fund's weight sits
Largest sectors for both funds
The widest gap is Healthcare: IWR has 3.1 points more of it.
The figures side by side
| IWR | VO | |
|---|---|---|
| Filing date | Jun 30, 2026 | Jun 30, 2026 |
| Stock positions reported | 808 | 279 |
| Weight of the ten largest | 5.6% | 9.5% |
| Largest position | DDOG 0.6% | VRT 1.2% |
| Held alone | 591 positions, 45.6% | 62 positions, 30.9% |
| Covered by stock positions | 100% | 100% |
Holdings they share
| Stock | In IWR | In VO | Counted |
|---|---|---|---|
| DDOGDatadog, Inc. | 0.62% | 0.83% | 0.62% |
| RCLRoyal Caribbean Cruises Ltd. | 0.58% | 0.74% | 0.58% |
| HOODRobinhood Markets, Inc. | 0.56% | 0.77% | 0.56% |
| NETCloudflare, Inc. | 0.56% | 0.76% | 0.56% |
| TERTeradyne, Inc. | 0.55% | 0.73% | 0.55% |
| MPCMarathon Petroleum Corp. | 0.54% | 0.72% | 0.54% |
| SPGSimon Property Group, Inc. | 0.52% | 0.67% | 0.52% |
| URIUnited Rentals, Inc. | 0.51% | 0.69% | 0.51% |
| COHRCoherent Corp. | 0.50% | 0.75% | 0.50% |
| FIXComfort Systems USA, Inc. | 0.50% | 0.67% | 0.50% |
What each holds alone
The heaviest positions one fund reports and the other does not.
Only in IWR
Only in VO
Questions people ask
Is IWR the same as VO?
52.3% of their weight sits in the same 217 holdings. IWR also reports FLEX LTD., WW GRAINGER, INC., ELECTRONIC ARTS, INC., which the other does not. VO also reports VRT, WDC, STX, which the other does not.
How is the overlap between IWR 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 IWR and 100% of VO, so the number cannot exceed the smaller coverage.
Which holds more, VO or IWR?
IWR reports 808 stock positions and VO reports 279. 45.6% of IWR's weight sits in names VO does not hold, and 30.9% of VO's weight in names IWR does not hold. The ten largest positions are 5.6% of IWR and 9.5% of VO.
How do IWR and VO differ by sector?
The widest gap is Healthcare: IWR has 3.1 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.