IWX vs VIG overlap - what they share and where they differ
IWX and VIG share 44.7% of their weight across 67 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.
IWX and VIG
44.7%
67 shared positions
IWX
iShares Russell Top 200 Value ETF
Reported positions cover 100% of the fund, 150 positions · Jun 30, 2026
Top 10: 39.0%·Holdings of IWX
VIG
VANGUARD DIVIDEND APPRECIATION INDEX FUND
Reported positions cover 99% of the fund, 309 positions · Apr 30, 2026
Top 10: 32.5%·Holdings of VIG
Reported positions cover IWX 100%, VIG 99% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.
VIG vs IWX side by side
IWXiShares Russell Top 200 Value ETF
150
stock positions reported to the SEC
50.0% of its weight is in 83 names VIG does not hold
VIGVANGUARD DIVIDEND APPRECIATION INDEX FUND
309
stock positions reported to the SEC
44.2% of its weight is in 242 names IWX does not hold
Where each fund's weight sits
Largest sectors for both funds
The widest gap is Consumer Cyclical: IWX has 7.7 points more of it.
The figures side by side
| IWX | VIG | |
|---|---|---|
| Filing date | Jun 30, 2026 | Apr 30, 2026 |
| Stock positions reported | 150 | 309 |
| Weight of the ten largest | 39.0% | 32.5% |
| Largest position | AMZN 8.3% | AVGO 5.2% |
| Held alone | 83 positions, 50.0% | 242 positions, 44.2% |
| Covered by stock positions | 100% | 99% |
Holdings they share
| Stock | In IWX | In VIG | Counted |
|---|---|---|---|
| AAPLAPPLE INC | 7.53% | 4.07% | 4.07% |
| MSFTMICROSOFT CORP | 5.44% | 3.97% | 3.97% |
| JNJJOHNSON & JOHNSON | 2.40% | 2.49% | 2.40% |
| WMTWALMART INC | 1.78% | 2.60% | 1.78% |
| CSCOCISCO SYSTEMS INC | 1.82% | 1.63% | 1.63% |
| ABBVABBVIE INC | 1.61% | 1.68% | 1.61% |
| UNHUNITEDHEALTH GROUP INC | 1.47% | 1.51% | 1.47% |
| BACBANK OF AMERICA CORP | 1.38% | 1.57% | 1.38% |
| PGPROCTER & GAMBLE COMPANY (THE) | 1.34% | 1.54% | 1.34% |
| MRKMERCK & COMPANY INC | 1.25% | 1.22% | 1.22% |
What each holds alone
The heaviest positions one fund reports and the other does not.
Only in IWX
Only in VIG
Questions people ask
Is IWX the same as VIG?
44.7% of their weight sits in the same 67 holdings. IWX also reports AMZN, BRK.A, JPM, which the other does not. VIG also reports AVGO, JPMORGAN CHASE & CO, LLY, which the other does not.
How is the overlap between IWX and VIG 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 IWX and 99% of VIG, so the number cannot exceed the smaller coverage.
Which holds more, VIG or IWX?
IWX reports 150 stock positions and VIG reports 309. 50.0% of IWX's weight sits in names VIG does not hold, and 44.2% of VIG's weight in names IWX does not hold. The ten largest positions are 39.0% of IWX and 32.5% of VIG.
How do IWX and VIG differ by sector?
The widest gap is Consumer Cyclical: IWX has 7.7 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.
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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.