IWD vs VOO: Holdings Overlap
IWDiShares Russell 1000 Value ETF
iShares · 866 holdings · $83.6B · as of 2026-03-31
Vanguard · 504 holdings · $1.03T · as of 2026-03-31
How similar are IWD and VOO?
iShares Russell 1000 Value ETF (IWD, by iShares) holds 866 positions; Vanguard 500 Index Fund (VOO, by Vanguard) holds 504. They have 425 holdings in common, and by portfolio weight the two funds are 54.3% identical. In practical terms the pair is moderately overlapping; they share a meaningful core, but each fund adds distinct exposure.
- Overlap by Weight
- 54.3%Sum of the smaller weight of each shared holding
- Shared Holdings
- 425IWD holds 866 · VOO holds 504
- Weight in Shared Holdings
- IWD 89%·VOO 62%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 IWD
441 of 866 positions (10.4% of the fund) are not held by VOO. Showing the top 30 by weight.
Sector Breakdown
| Sector | IWD | VOO |
|---|---|---|
| Information Technology | 11.7% | 32.7% |
| Financials | 20.0% | 12.4% |
| Industrials | 13.4% | 9.0% |
| Health Care | 11.7% | 9.5% |
| Communication Services | 7.9% | 10.5% |
| Other Sectors | 35.1% | 25.7% |
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.
Performance
| Fund | 1M | YTD | 1Y | 3Y (ann.) | 5Y (ann.) | 10Y (ann.) | Yield |
|---|---|---|---|---|---|---|---|
| IWD | +4.0% | +23.3% | +34.5% | +19.0% | +11.9% | +11.7% | 1.36% |
| VOO | +3.4% | +14.0% | +23.7% | +21.3% | +13.4% | +15.4% | 1.03% |
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 IWD vs VOO →
Shared Holdings(425)
The top 10 shared positions account for 24% of the overlap, led by GOOGL, AMZN and GOOG.
 GOOGLAlphabet Inc. CAP STK CL A | 1.95% | 2.99% | 1.95% |
|---|---|---|---|
 AMZNAmazon.com, Inc. COM | 1.81% | 3.64% | 1.81% |
 GOOGAlphabet Inc. CAP STK CL C | 1.59% | 2.40% | 1.59% |
 BRK-BBerkshire Hathaway, Inc., Class B | 2.91% | 1.57% | 1.57% |
 JPMJPMorgan Chase & Co. COM | 2.63% | 1.34% | 1.34% |
 XOMExxon Mobil Corp. COM | 2.36% | 1.27% | 1.27% |
 JNJJohnson & Johnson COM | 1.94% | 1.05% | 1.05% |
 WMTWalmart Inc COM | 1.60% | 0.97% | 0.97% |
 METAMeta Platforms, Inc., Class A | 0.73% | 2.24% | 0.73% |
 CVXChevron Corp. COM | 1.28% | 0.69% | 0.69% |
 MUMicron Technology Inc. COM | 1.24% | 0.68% | 0.68% |
 PGThe Procter & Gamble Co. COM | 1.12% | 0.60% | 0.60% |
 CATCaterpillar Inc COM | 0.95% | 0.59% | 0.59% |
 BACBank of America Corp. COM | 0.97% | 0.56% | 0.56% |
 CSCOCisco Systems, Inc. COM | 1.02% | 0.55% | 0.55% |
 MRKMerck & Co., Inc COM | 0.98% | 0.53% | 0.53% |
 KOCoca-Cola Co (The) COM | 0.50% | 0.53% | 0.50% |
 AMATApplied Materials Inc. COM | 0.64% | 0.48% | 0.48% |
 RTXRTX Corp. COM | 0.85% | 0.46% | 0.46% |
 PMPhilip Morris International Inc. COM | 0.85% | 0.46% | 0.46% |
 AMDAdvanced Micro Devices Inc. COM | 0.45% | 0.59% | 0.45% |
 WFCWells Fargo & Co. COM | 0.81% | 0.44% | 0.44% |
 UNHUnitedHealth Group Inc. COM | 0.81% | 0.44% | 0.44% |
 GSGoldman Sachs Group, Inc. (The) | 0.77% | 0.43% | 0.43% |
 LINLinde PLC COM EUR0.001 | 0.77% | 0.41% | 0.41% |
Showing the top 250 of 425 shared holdings by overlap weight.
Frequently Asked Questions
How much do IWD and VOO overlap?
IWD and VOO overlap by 54.3% of portfolio weight. They share 425 holdings (IWD holds 866 positions and VOO holds 504), based on each fund's latest SEC-reported holdings.
Is it redundant to own both IWD and VOO?
The two portfolios are 54.3% 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 IWD and VOO?
The largest positions held by both funds are GOOGL, AMZN, GOOG, BRK-B and JPM. Together the top 10 shared positions account for 24% of the total overlap.
What does IWD own that VOO doesn't?
441 positions (10.4% of IWD) are unique to IWD, led by MRVL, AU and FERG. In the other direction, 79 positions (37.9% of VOO) are unique to VOO.