IWB vs VTHR: Holdings Overlap
iShares · 1005 holdings · $49.9B · as of 2026-03-31
VTHRVanguard Russell 3000 Index Fund
Vanguard · 2910 holdings · $4.8B · as of 2026-05-31
Holdings snapshots are 61 days apart (IWB: 2026-03-31, VTHR: 2026-05-31). 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 IWB and VTHR?
iShares Russell 1000 ETF (IWB, by iShares) holds 1005 positions; Vanguard Russell 3000 Index Fund (VTHR, by Vanguard) holds 2910. They have 998 holdings in common, and by portfolio weight the two funds are 89.6% identical. In practical terms the pair is essentially interchangeable, so holding both adds little diversification.
- Overlap by Weight
- 89.6%Sum of the smaller weight of each shared holding
- Shared Holdings
- 998IWB holds 1005 · VTHR holds 2910
- Weight in Shared Holdings
- IWB 100%·VTHR 95%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 IWB
7 of 1005 positions (0.1% of the fund) are not held by VTHR.
Only in VTHR
1912 of 2910 positions (4.7% of the fund) are not held by IWB. Showing the top 30 by weight.
Sector Breakdown
| Sector | IWB | VTHR |
|---|---|---|
| Information Technology | 30.9% | 35.6% |
| Financials | 12.9% | 11.6% |
| Communication Services | 10.2% | 10.0% |
| Consumer Discretionary | 10.0% | 9.7% |
| Industrials | 9.9% | 9.7% |
| Other Sectors | 26.0% | 22.9% |
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 |
|---|---|---|---|---|---|---|---|
| IWB | +3.4% | +13.9% | +23.1% | +20.9% | +12.6% | +15.0% | 0.89% |
| VTHR | +3.4% | +14.5% | +24.0% | +20.8% | +12.4% | +14.8% | 0.99% |
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 IWB vs VTHR →
Shared Holdings(998)
The top 10 shared positions account for 37% of the overlap, led by NVDA, AAPL and MSFT.
 NVDANVIDIA Corp. COM | 6.81% | 6.81% | 6.81% |
|---|---|---|---|
 AAPLApple Inc. COM | 6.10% | 6.20% | 6.10% |
 MSFTMicrosoft Corp. COM | 4.58% | 4.60% | 4.58% |
 AMZNAmazon.com, Inc. COM | 3.33% | 3.58% | 3.33% |
 GOOGLAlphabet Inc. CAP STK CL A | 2.79% | 3.05% | 2.79% |
 AVGOBroadcom Inc COM | 2.39% | 2.84% | 2.39% |
 GOOGAlphabet Inc. CAP STK CL C | 2.27% | 2.46% | 2.27% |
 METAMeta Platforms, Inc., Class A | 2.08% | 1.90% | 1.90% |
 TSLATesla Inc COM | 1.75% | 1.69% | 1.69% |
 LLYEli Lilly & Co. COM | 1.23% | 1.22% | 1.22% |
 BRK-BBerkshire Hathaway, Inc., Class B | 1.47% | 1.21% | 1.21% |
 JPMJPMorgan Chase & Co. COM | 1.33% | 1.05% | 1.05% |
 XOMExxon Mobil Corp. COM | 1.20% | 0.85% | 0.85% |
 VVisa, Inc., Class A | 0.85% | 0.76% | 0.76% |
 JNJJohnson & Johnson COM | 0.98% | 0.75% | 0.75% |
 WMTWalmart Inc COM | 0.90% | 0.69% | 0.69% |
 MUMicron Technology Inc. COM | 0.63% | 1.50% | 0.63% |
 COSTCostco Wholesale Corporation COM | 0.74% | 0.58% | 0.58% |
 MAMasterCard Incorporated CL A | 0.67% | 0.55% | 0.55% |
 CATCaterpillar Inc COM | 0.55% | 0.56% | 0.55% |
 AMDAdvanced Micro Devices Inc. COM | 0.55% | 1.15% | 0.55% |
 ABBVAbbVie Inc. COM | 0.64% | 0.53% | 0.53% |
 CSCOCisco Systems, Inc. COM | 0.52% | 0.66% | 0.52% |
 NFLXNetflix, Inc. COM | 0.68% | 0.50% | 0.50% |
 PLTRPalantir Technologies, Inc., Class A | 0.53% | 0.47% | 0.47% |
Showing the top 250 of 998 shared holdings by overlap weight.
Frequently Asked Questions
How much do IWB and VTHR overlap?
IWB and VTHR overlap by 89.6% of portfolio weight. They share 998 holdings (IWB holds 1005 positions and VTHR holds 2910), based on each fund's latest SEC-reported holdings.
Is it redundant to own both IWB and VTHR?
The two portfolios are 89.6% 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 IWB and VTHR?
The largest positions held by both funds are NVDA, AAPL, MSFT, AMZN and GOOGL. Together the top 10 shared positions account for 37% of the total overlap.
What does IWB own that VTHR doesn't?
7 positions (0.1% of IWB) are unique to IWB, led by CCL, CTRA and HOLX. In the other direction, 1912 positions (4.7% of VTHR) are unique to VTHR.