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

IWS and VXF share 31.1% of their weight across 398 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 VXF

31.1%

398 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

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 IWS 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 IWS side by side

IWSiShares Russell Mid-Cap Value ETF

703

stock positions reported to the SEC

68.4% of its weight is in 305 names VXF does not hold

VXFVANGUARD EXTENDED MARKET INDEX FUND

1,792

stock positions reported to the SEC

56.3% of its weight is in 1,394 names IWS does not hold

Where each fund's weight sits

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

Largest sectors for both funds

Technology
16.8%
27.0%
Healthcare
12.7%
14.8%
Financial Services
14.2%
12.2%
Industrials
9.9%
9.8%
Consumer Cyclical
8.7%
9.0%

The widest gap is Technology: VXF has 10.3 points more of it.

The figures side by side

IWSVXF
Filing dateJun 30, 2026Jun 30, 2026
Stock positions reported7031,792
Weight of the ten largest5.9%7.6%
Largest positionWBD 0.6%SPCX 1.2%
Held alone305 positions, 68.4%1,394 positions, 56.3%
Covered by stock positions100%99%

Holdings they share

StockIn IWSIn VXFCounted
LNGCHENIERE ENERGY INC0.46%0.59%0.46%
FERGFERGUSON ENTERPRISES INC0.42%0.54%0.42%
SUNBSUNBELT RENTALS HOLDINGS INC0.30%0.36%0.30%
MKSIMKS INC0.27%0.35%0.27%
ILMNILLUMINA INC0.26%0.31%0.26%
TWLOTWILIO INC0.25%0.37%0.25%
MKLMARKEL GROUP INC0.24%0.29%0.24%
ENTGENTEGRIS INC0.23%0.32%0.23%
RPRXROYALTY PHARMA PLC0.23%0.26%0.23%
OKTAOKTA INC0.22%0.27%0.22%

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%
FLEX LTD0.58%
OREALTY INCOME CORP0.57%
CTVACORTEVA INC0.56%
DALDELTA AIR LINES INC0.56%

Only in VXF

SPCXSpace Exploration Technologies Corp1.18%
SNOWSnowflake Inc1.03%
BEBloom Energy Corp0.93%
NETCloudflare Inc0.92%
ALABAstera Labs Inc0.76%
RKLBRocket Lab Corp0.61%
CRDOCredo Technology Group Holding Ltd0.52%
ALNYAlnylam Pharmaceuticals Inc0.47%
NTRANatera Inc0.46%
RVMDREVOLUTION Medicines Inc0.44%

Questions people ask

Is IWS the same as VXF?

31.1% of their weight sits in the same 398 holdings. IWS also reports WBD, DLR, PSX, which the other does not. VXF also reports SPCX, SNOW, BE, which the other does not.

How is the overlap between IWS 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 IWS and 99% of VXF, so the number cannot exceed the smaller coverage.

Which holds more, VXF or IWS?

IWS reports 703 stock positions and VXF reports 1,792. 68.4% of IWS's weight sits in names VXF does not hold, and 56.3% of VXF's weight in names IWS does not hold. The ten largest positions are 5.9% of IWS and 7.6% of VXF.

How do IWS and VXF differ by sector?

The widest gap is Technology: VXF has 10.3 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.