IVOO vs VO: Holdings Overlap
IVOOVanguard S&P Mid-cap 400 Index Fund
Vanguard · 400 holdings · $3.9B · as of 2026-05-31
Vanguard · 289 holdings · $109.2B · as of 2026-03-31
Holdings snapshots are 61 days apart (IVOO: 2026-05-31, VO: 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 VO?
Vanguard S&P Mid-cap 400 Index Fund (IVOO, by Vanguard) holds 400 positions; Vanguard Mid-cap Index Fund (VO, by Vanguard) holds 289. They have 3 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
- 3IVOO holds 400 · VO holds 289
- Weight in Shared Holdings
- IVOO 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 IVOO
397 of 400 positions (98.7% of the fund) are not held by VO. Showing the top 30 by weight.
Only in VO
286 of 289 positions (99.5% of the fund) are not held by IVOO. Showing the top 30 by weight.
Sector Breakdown
| Sector | IVOO | VO |
|---|---|---|
| Industrials | 25.6% | 18.4% |
| Information Technology | 15.7% | 14.2% |
| Financials | 14.3% | 13.8% |
| Consumer Discretionary | 11.1% | 9.3% |
| Utilities | 3.1% | 8.8% |
| Other Sectors | 30.0% | 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 |
|---|---|---|---|---|---|---|---|
| IVOO | +3.1% | +18.5% | +26.0% | +14.6% | +9.0% | +11.2% | 1.14% |
| 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 IVOO vs VO →
Shared Holdings(3)
The top 3 shared positions account for 98% of the overlap, led by BURL, PINS and CRBG.
Frequently Asked Questions
How much do IVOO and VO overlap?
IVOO and VO overlap by 0.2% of portfolio weight. They share 3 holdings (IVOO holds 400 positions and VO holds 289), based on each fund's latest SEC-reported holdings.
Is it redundant to own both IVOO 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 IVOO and VO?
The largest positions held by both funds are BURL, PINS and CRBG. Together the top 3 shared positions account for 98% of the total overlap.
What does IVOO own that VO doesn't?
397 positions (98.7% of IVOO) are unique to IVOO, led by FLEX, TWLO and FTI. In the other direction, 286 positions (99.5% of VO) are unique to VO.