IVOO vs IJH: Holdings Overlap
IVOOVanguard S&P Mid-cap 400 Index Fund
Vanguard · 400 holdings · $3.9B · as of 2026-05-31
IJHiShares Core S&P Mid-Cap ETF
iShares · 399 holdings · $126.1B · as of 2026-03-31
Holdings snapshots are 61 days apart (IVOO: 2026-05-31, IJH: 2026-03-31). Weights and index membership change between snapshots, so the true current overlap is typically higher than shown. For funds tracking the same index, the gap can be 5–15 points.
How similar are IVOO and IJH?
Vanguard S&P Mid-cap 400 Index Fund (IVOO, by Vanguard) holds 400 positions; iShares Core S&P Mid-Cap ETF (IJH, by iShares) holds 399. They have 397 holdings in common, and by portfolio weight the two funds are 92.1% identical. In practical terms the pair is essentially interchangeable, so holding both adds little diversification.
- Overlap by Weight
- 92.1%Sum of the smaller weight of each shared holding
- Shared Holdings
- 397IVOO holds 400 · IJH holds 399
- Weight in Shared Holdings
- IVOO 99%·IJH 99%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 IVOO
3 of 400 positions (0.8% of the fund) are not held by IJH.
Sector Breakdown
| Sector | IVOO | IJH |
|---|---|---|
| Industrials | 25.6% | 25.3% |
| Information Technology | 15.7% | 12.3% |
| Financials | 14.3% | 14.6% |
| Consumer Discretionary | 11.1% | 11.3% |
| Health Care | 8.7% | 8.9% |
| Other Sectors | 24.4% | 27.1% |
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 |
|---|---|---|---|---|---|---|---|
| IVOO | +3.1% | +18.5% | +26.0% | +14.6% | +9.0% | +11.2% | 1.14% |
| IJH | +3.1% | +18.4% | +26.0% | +14.5% | +9.0% | +11.2% | 1.14% |
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 IVOO vs IJH →
Shared Holdings(397)
The top 10 shared positions account for 7% of the overlap, led by FTI, CW and FLEX.
 FTITechnipFMC PLC USD1 | 0.79% | 0.87% | 0.79% |
|---|---|---|---|
 CWCurtiss-Wright Corporation | 0.79% | 0.78% | 0.78% |
 FLEXFlex Ltd. COM USD0.01 | 1.58% | 0.75% | 0.75% |
 XPOXPO Inc COM | 0.72% | 0.71% | 0.71% |
 UTHRUnited Therapeutics Corporation COM | 0.68% | 0.80% | 0.68% |
 ATIATI Inc COM | 0.68% | 0.62% | 0.62% |
 MTZMastec, Inc. COM | 0.66% | 0.62% | 0.62% |
 CRSCarpenter Technology Corporation COM | 0.67% | 0.61% | 0.61% |
 NVTNVent Electric PLC COM USD0.01 | 0.77% | 0.60% | 0.60% |
 TWLOTwilio, Inc., Class A | 0.82% | 0.60% | 0.60% |
 WWDWoodward Inc. COM | 0.59% | 0.67% | 0.59% |
 ILMNIllumina Inc COM | 0.71% | 0.59% | 0.59% |
 FNFabrinet COM USD0.01 | 0.67% | 0.58% | 0.58% |
 PEverpure, Inc., Class A | 0.71% | 0.58% | 0.58% |
 BURLBurlington Stores Inc. COM | 0.57% | 0.63% | 0.57% |
 NXTNextpower Inc. CLASS A COM | 0.66% | 0.56% | 0.56% |
 ENTGEntegris Inc COM | 0.60% | 0.56% | 0.56% |
 RBARB Global Inc COM | 0.56% | 0.56% | 0.56% |
 AAAlcoa Corporation COM | 0.57% | 0.54% | 0.54% |
 RGLDRoyal Gold, Inc. COM | 0.52% | 0.64% | 0.52% |
 RBCRBC Bearings Incorporated | 0.52% | 0.54% | 0.52% |
 USFDUS Foods Holding Corp COM | 0.51% | 0.63% | 0.51% |
 BWXTBWX Technologies Inc. COM | 0.51% | 0.58% | 0.51% |
 RSReliance Inc COM | 0.57% | 0.50% | 0.50% |
 MKSIMKS Inc. COM | 0.62% | 0.48% | 0.48% |
Showing the top 250 of 397 shared holdings by overlap weight.
Frequently Asked Questions
How much do IVOO and IJH overlap?
IVOO and IJH overlap by 92.1% of portfolio weight. They share 397 holdings (IVOO holds 400 positions and IJH holds 399), based on each fund's latest SEC-reported holdings.
Is it redundant to own both IVOO and IJH?
The two portfolios are 92.1% identical by weight. Owning both is largely redundant: they are close to the same portfolio, so a second position mostly duplicates the first.
What are the biggest shared holdings of IVOO and IJH?
The largest positions held by both funds are FTI, CW, FLEX, XPO and UTHR. Together the top 10 shared positions account for 7% of the total overlap.
What does IVOO own that IJH doesn't?
3 positions (0.8% of IVOO) are unique to IVOO, led by DOCN, SN and CRBG. In the other direction, 2 positions (0.9% of IJH) are unique to IJH.