IWR vs VOE overlap - what they share and where they differ
IWR and VOE share 32.3% of their weight across 133 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 VOE
32.3%
133 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
VOE
VANGUARD MID-CAP VALUE INDEX FUND
Reported positions cover 99% of the fund, 168 positions · Jun 30, 2026
Top 10: 12.6%·Holdings of VOE
Reported positions cover IWR 100%, VOE 99% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.
VOE vs IWR side by side
IWRiShares Russell Mid-Cap ETF
808
stock positions reported to the SEC
67.2% of its weight is in 675 names VOE does not hold
VOEVANGUARD MID-CAP VALUE INDEX FUND
168
stock positions reported to the SEC
27.8% of its weight is in 35 names IWR does not hold
Where each fund's weight sits
Largest sectors for both funds
The widest gap is Utilities: VOE has 12.4 points more of it.
The figures side by side
| IWR | VOE | |
|---|---|---|
| Filing date | Jun 30, 2026 | Jun 30, 2026 |
| Stock positions reported | 808 | 168 |
| Weight of the ten largest | 5.6% | 12.6% |
| Largest position | DDOG 0.6% | CMI 1.7% |
| Held alone | 675 positions, 67.2% | 35 positions, 27.8% |
| Covered by stock positions | 100% | 99% |
Holdings they share
| Stock | In IWR | In VOE | Counted |
|---|---|---|---|
| MPCMarathon Petroleum Corp. | 0.54% | 1.29% | 0.54% |
| SPGSimon Property Group, Inc. | 0.52% | 1.19% | 0.52% |
| URIUnited Rentals, Inc. | 0.51% | 1.22% | 0.51% |
| PSXPhillips 66 | 0.49% | 1.17% | 0.49% |
| WBDWarner Bros Discovery, Inc. | 0.46% | 1.10% | 0.46% |
| DLRDigital Realty Trust, Inc. | 0.45% | 1.09% | 0.45% |
| KMIKinder Morgan, Inc. | 0.45% | 0.52% | 0.45% |
| ALLAllstate Corp. (The) | 0.44% | 1.06% | 0.44% |
| DALDelta Air Lines, Inc. | 0.44% | 1.01% | 0.44% |
| HPEHewlett Packard Enterprise Co. | 0.43% | 1.03% | 0.43% |
What each holds alone
The heaviest positions one fund reports and the other does not.
Only in IWR
Only in VOE
Questions people ask
Is IWR the same as VOE?
32.3% of their weight sits in the same 133 holdings. IWR also reports DDOG, SNOW, RCL, which the other does not. VOE also reports CMI, VLO, CRH, which the other does not.
How is the overlap between IWR and VOE 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 99% of VOE, so the number cannot exceed the smaller coverage.
Which holds more, VOE or IWR?
IWR reports 808 stock positions and VOE reports 168. 67.2% of IWR's weight sits in names VOE does not hold, and 27.8% of VOE's weight in names IWR does not hold. The ten largest positions are 5.6% of IWR and 12.6% of VOE.
How do IWR and VOE differ by sector?
The widest gap is Utilities: VOE has 12.4 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.