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

IWR and VOT share 23.3% of their weight across 92 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 VOT

23.3%

92 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

VOT

VANGUARD MID-CAP GROWTH INDEX FUND

Reported positions cover 100% of the fund, 121 positions · Jun 30, 2026

Top 10: 21.3%·Holdings of VOT

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

VOT vs IWR side by side

IWRiShares Russell Mid-Cap ETF

808

stock positions reported to the SEC

76.4% of its weight is in 716 names VOT does not hold

VOTVANGUARD MID-CAP GROWTH INDEX FUND

121

stock positions reported to the SEC

35.0% of its weight is in 29 names IWR does not hold

Where each fund's weight sits

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

Largest sectors for both funds

Technology
21.6%
38.5%
Industrials
10.4%
14.9%
Healthcare
12.9%
11.0%
Financial Services
11.2%
0.0%
Consumer Cyclical
9.0%
10.0%
Basic Materials
0.0%
5.8%

The widest gap is Technology: VOT has 16.9 points more of it.

The figures side by side

IWRVOT
Filing dateJun 30, 2026Jun 30, 2026
Stock positions reported808121
Weight of the ten largest5.6%21.3%
Largest positionDDOG 0.6%VRT 2.8%
Held alone716 positions, 76.4%29 positions, 35.0%
Covered by stock positions100%100%

Holdings they share

StockIn IWRIn VOTCounted
DDOGDatadog, Inc.0.62%1.90%0.62%
SNOWSnowflake, Inc.0.61%0.92%0.61%
RCLRoyal Caribbean Cruises Ltd.0.58%1.69%0.58%
HOODRobinhood Markets, Inc.0.56%1.75%0.56%
NETCloudflare, Inc.0.56%1.72%0.56%
TERTeradyne, Inc.0.55%1.67%0.55%
ALABAstera Labs, Inc.0.53%0.82%0.53%
COHRCoherent Corp.0.50%1.70%0.50%
FIXComfort Systems USA, Inc.0.50%1.53%0.50%
LITELumentum Holdings, Inc.0.44%1.47%0.44%

What each holds alone

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

Only in IWR

MPCMarathon Petroleum Corp.0.54%
SPGSimon Property Group, Inc.0.52%
URIUnited Rentals, Inc.0.51%
PSXPhillips 660.49%
WBDWarner Bros Discovery, Inc.0.46%
DLRDigital Realty Trust, Inc.0.45%
KMIKinder Morgan, Inc.0.45%
ALLAllstate Corp. (The)0.44%
DALDelta Air Lines, Inc.0.44%
FLEX LTD.0.43%

Only in VOT

VRTVertiv Holdings Co2.83%
WDCWestern Digital Corp2.42%
PWRQuanta Services Inc2.38%
STXSeagate Technology Holdings PLC2.38%
HWMHowmet Aerospace Inc2.37%
BEBloom Energy Corp1.80%
CEGConstellation Energy Corp1.77%
TDGTransDigm Group Inc1.64%
CIENCiena Corp1.53%
MSIMotorola Solutions Inc1.52%

Questions people ask

Is IWR the same as VOT?

23.3% of their weight sits in the same 92 holdings. IWR also reports MPC, SPG, URI, which the other does not. VOT also reports VRT, WDC, PWR, which the other does not.

How is the overlap between IWR and VOT 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 VOT, so the number cannot exceed the smaller coverage.

Which holds more, VOT or IWR?

IWR reports 808 stock positions and VOT reports 121. 76.4% of IWR's weight sits in names VOT does not hold, and 35.0% of VOT's weight in names IWR does not hold. The ten largest positions are 5.6% of IWR and 21.3% of VOT.

How do IWR and VOT differ by sector?

The widest gap is Technology: VOT has 16.9 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.