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

IWR and VXF share 35.1% of their weight across 462 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 VXF

35.1%

462 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

VXF

VANGUARD EXTENDED MARKET INDEX FUND

Reported positions cover 99% of the fund, 1,792 positions · Jun 30, 2026

Top 10: 7.6%·Holdings of VXF

Reported positions cover IWR 100%, VXF 99% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.

VXF vs IWR side by side

IWRiShares Russell Mid-Cap ETF

808

stock positions reported to the SEC

64.4% of its weight is in 346 names VXF does not hold

VXFVANGUARD EXTENDED MARKET INDEX FUND

1,792

stock positions reported to the SEC

41.3% of its weight is in 1,330 names IWR does not hold

Where each fund's weight sits

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

Largest sectors for both funds

Technology
21.6%
27.0%
Healthcare
12.9%
14.8%
Financial Services
11.2%
12.2%
Industrials
10.4%
9.8%
Consumer Cyclical
9.0%
9.0%

The widest gap is Technology: VXF has 5.4 points more of it.

The figures side by side

IWRVXF
Filing dateJun 30, 2026Jun 30, 2026
Stock positions reported8081,792
Weight of the ten largest5.6%7.6%
Largest positionDDOG 0.6%SPCX 1.2%
Held alone346 positions, 64.4%1,330 positions, 41.3%
Covered by stock positions100%99%

Holdings they share

StockIn IWRIn VXFCounted
SNOWSnowflake, Inc.0.61%1.03%0.61%
NETCloudflare, Inc.0.56%0.92%0.56%
ALABAstera Labs, Inc.0.53%0.76%0.53%
RKLBRocket Lab Corp.0.39%0.61%0.39%
LNGCheniere Energy, Inc.0.36%0.59%0.36%
FERGFerguson Enterprises, Inc.0.33%0.54%0.33%
CRDOCredo Technology Group Holding Ltd.0.32%0.52%0.32%
ALNYAlnylam Pharmaceuticals, Inc.0.29%0.47%0.29%
NTRANatera, Inc.0.27%0.46%0.27%
RVMDRevolution Medicines, Inc.0.26%0.44%0.26%

What each holds alone

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

Only in IWR

DDOGDatadog, Inc.0.62%
RCLRoyal Caribbean Cruises Ltd.0.58%
HOODRobinhood Markets, 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%
FIXComfort Systems USA, Inc.0.50%
PSXPhillips 660.49%

Only in VXF

SPCXSpace Exploration Technologies Corp1.18%
BEBloom Energy Corp0.93%
MSTRStrategy Inc0.34%
AMRZAmrize Ltd0.32%
LIBERTY MEDIA CORP-LIBERTY FORMULA ONE0.27%
ZOOM VIDEO COMMUNICATIONS INC0.27%
TEMPUR SEALY INTERNATIONAL INC0.19%
WP CAREY INC0.19%
ROCKET COS INC0.18%
CARLISLE COS INC0.17%

Questions people ask

Is IWR the same as VXF?

35.1% of their weight sits in the same 462 holdings. IWR also reports DDOG, RCL, HOOD, which the other does not. VXF also reports SPCX, BE, MSTR, which the other does not.

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

Which holds more, VXF or IWR?

IWR reports 808 stock positions and VXF reports 1,792. 64.4% of IWR's weight sits in names VXF does not hold, and 41.3% of VXF's weight in names IWR does not hold. The ten largest positions are 5.6% of IWR and 7.6% of VXF.

How do IWR and VXF differ by sector?

The widest gap is Technology: VXF has 5.4 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.

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.