IWY vs VOOG overlap - what they share and where they differ

IWY and VOOG share 72.7% of their weight across 61 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.

IWY and VOOG

72.7%

61 shared positions

IWY

iShares Russell Top 200 Growth ETF

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

Top 10: 62.8%·Holdings of IWY

VOOG

VANGUARD S&P 500 GROWTH INDEX FUND

Reported positions cover 100% of the fund, 143 positions · May 31, 2026

Top 10: 62.5%·Holdings of VOOG

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

VOOG vs IWY side by side

IWYiShares Russell Top 200 Growth ETF

100

stock positions reported to the SEC

10.9% of its weight is in 39 names VOOG does not hold

VOOGVANGUARD S&P 500 GROWTH INDEX FUND

143

stock positions reported to the SEC

16.5% of its weight is in 82 names IWY does not hold

Where each fund's weight sits

IWY
VOOG
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Technology
76.5%
69.7%
Consumer Cyclical
8.4%
8.2%
Financial Services
4.3%
6.7%
Healthcare
4.8%
5.8%
Industrials
1.8%
2.7%

The widest gap is Technology: IWY has 6.9 points more of it.

The figures side by side

IWYVOOG
Filing dateJun 30, 2026May 31, 2026
Stock positions reported100143
Weight of the ten largest62.8%62.5%
Largest positionNVDA 14.2%NVDA 14.3%
Held alone39 positions, 10.9%82 positions, 16.5%
Covered by stock positions100%100%

Holdings they share

StockIn IWYIn VOOGCounted
NVDANVIDIA CORP14.16%14.26%14.16%
GOOGLALPHABET INC11.51%11.05%11.05%
AAPLAPPLE INC7.14%6.37%6.37%
AVGOBROADCOM INC5.64%5.89%5.64%
MSFTMICROSOFT CORP4.56%9.29%4.56%
METAMETA PLATFORMS INC3.68%3.85%3.68%
MUMICRON TECHNOLOGY INC4.87%3.04%3.04%
LLYELI LILLY & COMPANY3.35%2.43%2.43%
AMDADVANCED MICRO DEVICES INC3.25%2.34%2.34%
TSLATESLA INC4.59%2.11%2.11%

What each holds alone

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

Only in IWY

GEGE AEROSPACE1.33%
SNDKSANDISK CORP1.14%
TXNTEXAS INSTRUMENTS INC0.93%
HDHOME DEPOT INC (THE)0.90%
MRVLMARVELL TECHNOLOGY INC0.89%
WDCWESTERN DIGITAL CORP0.74%
COSTCOSTCO WHOLESALE CORP0.63%
LMTLOCKHEED MARTIN CORP0.36%
MCKMCKESSON CORP0.30%
BEBLOOM ENERGY CORP0.28%

Only in VOOG

BRK.ABerkshire Hathaway Inc2.42%
JPMORGAN CHASE & CO1.43%
JNJJohnson & Johnson0.89%
CSCOCisco Systems Inc0.70%
SANDISK CORP/DE0.70%
RTXRTX Corp0.67%
GSGoldman Sachs Group Inc/The0.53%
GENERAL ELECTRIC CO0.49%
PMPhilip Morris International Inc0.43%
MSMorgan Stanley0.42%

Questions people ask

Is IWY the same as VOOG?

72.7% of their weight sits in the same 61 holdings. IWY also reports GE, SNDK, TXN, which the other does not. VOOG also reports BRK.A, JPMORGAN CHASE & CO, JNJ, which the other does not.

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

Which holds more, VOOG or IWY?

IWY reports 100 stock positions and VOOG reports 143. 10.9% of IWY's weight sits in names VOOG does not hold, and 16.5% of VOOG's weight in names IWY does not hold. The ten largest positions are 62.8% of IWY and 62.5% of VOOG.

How do IWY and VOOG differ by sector?

The widest gap is Technology: IWY has 6.9 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.

Other pairs with these funds

IWY against other funds in the table

VOOG against other funds in the table

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.