IWS vs VO overlap - what they share and where they differ
IWS and VO share 52.1% of their weight across 191 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 VO
52.1%
191 shared positions
IWS
iShares Russell Mid-Cap Value ETF
Reported positions cover 100% of the fund, 709 positions · Jun 30, 2026
Top 10: 5.9%·Holdings of IWS
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 IWS 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 IWS side by side
IWSiShares Russell Mid-Cap Value ETF
709
stock positions reported to the SEC
44.0% of its weight is in 518 names VO does not hold
VOVANGUARD MID-CAP INDEX FUND
279
stock positions reported to the SEC
41.4% of its weight is in 88 names IWS does not hold
Where each fund's weight sits
Largest sectors for both funds
The widest gap is Healthcare: IWS has 10.1 points more of it.
The figures side by side
| IWS | VO | |
|---|---|---|
| Filing date | Jun 30, 2026 | Jun 30, 2026 |
| Stock positions reported | 709 | 279 |
| Weight of the ten largest | 5.9% | 9.5% |
| Largest position | WARNER BROS DISCOVERY INC 0.6% | VRT 1.2% |
| Held alone | 518 positions, 44.0% | 88 positions, 41.4% |
| Covered by stock positions | 100% | 100% |
Holdings they share
| Stock | In IWS | In VO | Counted |
|---|---|---|---|
| PSXPHILLIPS 66 | 0.62% | 0.66% | 0.62% |
| DLRDIGITAL REALTY TRUST INC | 0.62% | 0.61% | 0.61% |
| WARNER BROS DISCOVERY INCWARNER BROS. DISCOVERY INC | 0.63% | 0.61% | 0.61% |
| ALLALLSTATE CORP (THE) | 0.60% | 0.59% | 0.59% |
| HPEHEWLETT PACKARD ENTERPRISE COMPANY | 0.59% | 0.58% | 0.58% |
| DALDELTA AIR LINES INC | 0.56% | 0.57% | 0.56% |
| OREALTY INCOME CORP | 0.57% | 0.56% | 0.56% |
| CTVACORTEVA INC | 0.56% | 0.55% | 0.55% |
| AMEAMETEK INC | 0.54% | 0.54% | 0.54% |
| COHRCOHERENT CORP | 0.54% | 0.75% | 0.54% |
What each holds alone
The heaviest positions one fund reports and the other does not.
Only in IWS
Only in VO
Questions people ask
Is IWS the same as VO?
52.1% of their weight sits in the same 191 holdings. IWS also reports IRON MOUNTAIN INC (REIT), ATO, MKSI, which the other does not. VO also reports VRT, WDC, STX, which the other does not.
How is the overlap between IWS 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 IWS and 100% of VO, so the number cannot exceed the smaller coverage.
Which holds more, VO or IWS?
IWS reports 709 stock positions and VO reports 279. 44.0% of IWS's weight sits in names VO does not hold, and 41.4% of VO's weight in names IWS does not hold. The ten largest positions are 5.9% of IWS and 9.5% of VO.
How do IWS and VO differ by sector?
The widest gap is Healthcare: IWS has 10.1 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.