IVOO vs VB: Holdings Overlap
IVOOVanguard S&P Mid-cap 400 Index Fund
Vanguard · 400 holdings · $3.9B · as of 2026-05-31
VBVanguard Small-cap Index Fund
Vanguard · 1312 holdings · $82.5B · as of 2026-03-31
Holdings snapshots are 61 days apart (IVOO: 2026-05-31, VB: 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 VB?
Vanguard S&P Mid-cap 400 Index Fund (IVOO, by Vanguard) holds 400 positions; Vanguard Small-cap Index Fund (VB, by Vanguard) holds 1312. They have 397 holdings in common, and by portfolio weight the two funds are 43.8% identical. In practical terms the pair is moderately overlapping; they share a meaningful core, but each fund adds distinct exposure.
- Overlap by Weight
- 43.8%Sum of the smaller weight of each shared holding
- Shared Holdings
- 397IVOO holds 400 · VB holds 1312
- Weight in Shared Holdings
- IVOO 99%·VB 44%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 (0.6% of the fund) are not held by VB.
Sector Breakdown
| Sector | IVOO | VB |
|---|---|---|
| Industrials | 25.6% | 21.2% |
| Information Technology | 15.7% | 13.8% |
| Financials | 14.3% | 13.4% |
| Health Care | 8.7% | 11.6% |
| Consumer Discretionary | 11.1% | 10.5% |
| Other Sectors | 24.4% | 28.5% |
| Unclassified | 0.0% | 0.7% |
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. “Unclassified” is weight we could not classify (0% of IVOO, 1% of VB).
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% |
| VB | +2.5% | +19.5% | +29.1% | +15.9% | +8.1% | +11.3% | 1.18% |
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 VB →
Shared Holdings(397)
The top 10 shared positions account for 7% of the overlap, led by FTI, UTHR and CW.
 FTITechnipFMC PLC USD1 | 0.79% | 0.39% | 0.39% |
|---|---|---|---|
 UTHRUnited Therapeutics Corporation COM | 0.68% | 0.36% | 0.36% |
 CWCurtiss-Wright Corporation | 0.79% | 0.35% | 0.35% |
 FLEXFlex Ltd. COM USD0.01 | 1.58% | 0.34% | 0.34% |
 XPOXPO Inc COM | 0.72% | 0.30% | 0.30% |
 RGLDRoyal Gold, Inc. COM | 0.52% | 0.30% | 0.30% |
 WWDWoodward Inc. COM | 0.59% | 0.30% | 0.30% |
 USFDUS Foods Holding Corp COM | 0.51% | 0.28% | 0.28% |
 MTZMastec, Inc. COM | 0.66% | 0.28% | 0.28% |
 ATIATI Inc COM | 0.68% | 0.28% | 0.28% |
 NVTNVent Electric PLC COM USD0.01 | 0.77% | 0.27% | 0.27% |
 TWLOTwilio, Inc., Class A | 0.82% | 0.27% | 0.27% |
 BWXTBWX Technologies Inc. COM | 0.51% | 0.26% | 0.26% |
 FNFabrinet COM USD0.01 | 0.67% | 0.26% | 0.26% |
 CRSCarpenter Technology Corporation COM | 0.67% | 0.26% | 0.26% |
 PEverpure, Inc., Class A | 0.71% | 0.26% | 0.26% |
 ILMNIllumina Inc COM | 0.71% | 0.25% | 0.25% |
 RBARB Global Inc COM | 0.56% | 0.25% | 0.25% |
 ENTGEntegris Inc COM | 0.60% | 0.25% | 0.25% |
 AAAlcoa Corporation COM | 0.57% | 0.25% | 0.25% |
 RBCRBC Bearings Incorporated | 0.52% | 0.24% | 0.24% |
 NXTNextpower Inc. CLASS A COM | 0.66% | 0.24% | 0.24% |
 OVVOvintiv Inc COM | 0.44% | 0.24% | 0.24% |
 PRPermian Resources Corporation Class A | 0.41% | 0.23% | 0.23% |
 THCTenet Healthcare Corporation COM NEW | 0.44% | 0.23% | 0.23% |
Showing the top 250 of 397 shared holdings by overlap weight.
Frequently Asked Questions
How much do IVOO and VB overlap?
IVOO and VB overlap by 43.8% of portfolio weight. They share 397 holdings (IVOO holds 400 positions and VB holds 1312), based on each fund's latest SEC-reported holdings.
Is it redundant to own both IVOO and VB?
The two portfolios are 43.8% identical by weight. Owning both is defensible: they share a meaningful core, but each fund adds exposure the other lacks.
What are the biggest shared holdings of IVOO and VB?
The largest positions held by both funds are FTI, UTHR, CW, FLEX and XPO. Together the top 10 shared positions account for 7% of the total overlap.
What does IVOO own that VB doesn't?
3 positions (0.6% of IVOO) are unique to IVOO, led by ALV, SN and LIVN. In the other direction, 915 positions (55.9% of VB) are unique to VB.