IWS vs VBR overlap - what they share and where they differ

IWS and VBR share 33.3% of their weight across 350 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.

IWS and VBR

33.3%

350 shared positions

IWS

iShares Russell Mid-Cap Value ETF

Reported positions cover 100% of the fund, 703 positions · Jun 30, 2026

Top 10: 5.9%·Holdings of IWS

VBR

VANGUARD SMALL-CAP VALUE INDEX FUND

Reported positions cover 100% of the fund, 817 positions · Jun 30, 2026

Top 10: 5.9%·Holdings of VBR

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

VBR vs IWS side by side

IWSiShares Russell Mid-Cap Value ETF

703

stock positions reported to the SEC

65.8% of its weight is in 353 names VBR does not hold

VBRVANGUARD SMALL-CAP VALUE INDEX FUND

817

stock positions reported to the SEC

32.3% of its weight is in 467 names IWS does not hold

Where each fund's weight sits

IWS
VBR
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Technology
16.8%
13.1%
Financial Services
14.2%
15.5%
Healthcare
12.7%
9.9%
Consumer Cyclical
8.7%
12.2%
Real Estate
0.0%
10.7%
Industrials
9.9%
0.0%

The widest gap is Real Estate: VBR has 10.7 points more of it.

The figures side by side

IWSVBR
Filing dateJun 30, 2026Jun 30, 2026
Stock positions reported703817
Weight of the ten largest5.9%5.9%
Largest positionWBD 0.6%JBL 0.9%
Held alone353 positions, 65.8%467 positions, 32.3%
Covered by stock positions100%100%

Holdings they share

StockIn IWSIn VBRCounted
QQNITY ELECTRONICS INC0.34%0.37%0.34%
FLEX LTD0.58%0.32%0.32%
CNCCENTENE CORP0.29%0.34%0.29%
ATOATMOS ENERGY CORP0.28%0.62%0.28%
STLDSTEEL DYNAMICS INC0.28%0.34%0.28%
MKSIMKS INC0.27%0.32%0.27%
ILMNILLUMINA INC0.26%0.27%0.26%
MRNAMODERNA INC0.25%0.54%0.25%
SWSMURFIT WESTROCK PLC0.24%0.52%0.24%
FFIVF5 INC0.23%0.50%0.23%

What each holds alone

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

Only in IWS

WBDWARNER BROS. DISCOVERY INC0.63%
DLRDIGITAL REALTY TRUST INC0.62%
PSXPHILLIPS 660.62%
KMIKINDER MORGAN INC0.61%
ALLALLSTATE CORP (THE)0.60%
HPEHEWLETT PACKARD ENTERPRISE COMPANY0.59%
OREALTY INCOME CORP0.57%
CTVACORTEVA INC0.56%
DALDELTA AIR LINES INC0.56%
AMEAMETEK INC0.54%

Only in VBR

JBLJabil Inc0.87%
NRGNRG Energy Inc0.66%
TPRTapestry Inc0.63%
JB HUNT TRANSPORT SERVICES INC0.47%
EMEEMCOR Group Inc0.40%
WP CAREY INC0.34%
CARLISLE COS INC0.31%
COOPER COS INC/THE0.30%
DKSDick's Sporting Goods Inc0.30%
AALAmerican Airlines Group Inc0.26%

Questions people ask

Is IWS the same as VBR?

33.3% of their weight sits in the same 350 holdings. IWS also reports WBD, DLR, PSX, which the other does not. VBR also reports JBL, NRG, TPR, which the other does not.

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

Which holds more, VBR or IWS?

IWS reports 703 stock positions and VBR reports 817. 65.8% of IWS's weight sits in names VBR does not hold, and 32.3% of VBR's weight in names IWS does not hold. The ten largest positions are 5.9% of IWS and 5.9% of VBR.

How do IWS and VBR differ by sector?

The widest gap is Real Estate: VBR has 10.7 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.