IJJ vs VO: Holdings Overlap
IJJiShares S&P Mid-Cap 400 Value ETF
iShares · 301 holdings · $9.0B · as of 2026-03-31
Vanguard · 289 holdings · $109.2B · as of 2026-03-31
How similar are IJJ and VO?
iShares S&P Mid-Cap 400 Value ETF (IJJ, by iShares) holds 301 positions; Vanguard Mid-cap Index Fund (VO, by Vanguard) holds 289. They have 2 holdings in common, and by portfolio weight the two funds are 0.2% identical. In practical terms the pair is essentially distinct, holding almost none of the same securities.
- Overlap by Weight
- 0.2%Sum of the smaller weight of each shared holding
- Shared Holdings
- 2IJJ holds 301 · VO holds 289
- Weight in Shared Holdings
- IJJ 1%·VO 0%Share of each fund's weight in stocks both funds own
Based on each fund's latest official holdings. How is this calculated?
What makes each fund different
Only in IJJ
299 of 301 positions (98.4% of the fund) are not held by VO. Showing the top 30 by weight.
Only in VO
287 of 289 positions (99.5% of the fund) are not held by IJJ. Showing the top 30 by weight.
Sector Breakdown
| Sector | IJJ | VO |
|---|---|---|
| Financials | 22.4% | 13.8% |
| Industrials | 19.0% | 18.4% |
| Information Technology | 7.0% | 14.2% |
| Consumer Discretionary | 12.4% | 9.3% |
| Utilities | 4.6% | 8.8% |
| Other Sectors | 33.7% | 35.1% |
Share of each fund's portfolio weight by GICS-style sector, compiled from issuer fund data and our own classification of the holdings, not the issuers' published sector charts.
Performance
| Fund | 1M | YTD | 1Y | 3Y (ann.) | 5Y (ann.) | 10Y (ann.) | Yield |
|---|---|---|---|---|---|---|---|
| IJJ | +3.0% | +15.1% | +23.8% | +12.8% | +9.2% | +10.5% | 1.56% |
| VO | +2.6% | +14.8% | +18.0% | +15.7% | +8.0% | +11.6% | 1.29% |
Total returns including dividends, from adjusted daily closes as of 2026-08-07. 3Y/5Y/10Y are annualized. Yield is trailing-12-month distributions over the last close. Past performance does not predict future results.
Project the growth of $10,000 in IJJ vs VO →
Shared Holdings(2)
Frequently Asked Questions
How much do IJJ and VO overlap?
IJJ and VO overlap by 0.2% of portfolio weight. They share 2 holdings (IJJ holds 301 positions and VO holds 289), based on each fund's latest SEC-reported holdings.
Is it redundant to own both IJJ and VO?
The two portfolios are 0.2% identical by weight. Owning both is genuine diversification: the funds hold almost none of the same securities.
What are the biggest shared holdings of IJJ and VO?
The largest positions held by both funds are BURL and PINS. Together the top 2 shared positions account for 98% of the total overlap.
What does IJJ own that VO doesn't?
299 positions (98.4% of IJJ) are unique to IJJ, led by USFD, AA and OVV. In the other direction, 287 positions (99.5% of VO) are unique to VO.