IWF vs VIG: Holdings Overlap
IWFiShares Russell 1000 Growth ETF
iShares · 387 holdings · $127.3B · as of 2026-03-31
VIGVanguard Dividend Appreciation Index Fund
Vanguard · 332 holdings · $113.6B · as of 2026-04-30
Holdings snapshots are 30 days apart (IWF: 2026-03-31, VIG: 2026-04-30). 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 IWF and VIG?
iShares Russell 1000 Growth ETF (IWF, by iShares) holds 387 positions; Vanguard Dividend Appreciation Index Fund (VIG, by Vanguard) holds 332. They have 82 holdings in common, and by portfolio weight the two funds are 32.9% identical. In practical terms the pair is moderately overlapping; they share a meaningful core, but each fund adds distinct exposure.
- Overlap by Weight
- 32.9%Sum of the smaller weight of each shared holding
- Shared Holdings
- 82IWF holds 387 · VIG holds 332
- Weight in Shared Holdings
- IWF 45%·VIG 56%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 IWF
305 of 387 positions (54.5% of the fund) are not held by VIG. Showing the top 30 by weight.
Sector Breakdown
| Sector | IWF | VIG |
|---|---|---|
| Information Technology | 49.2% | 25.5% |
| Financials | 5.9% | 20.5% |
| Health Care | 8.0% | 16.4% |
| Consumer Discretionary | 13.1% | 4.6% |
| Communication Services | 12.4% | 0.0% |
| Other Sectors | 11.1% | 32.4% |
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 |
|---|---|---|---|---|---|---|---|
| IWF | +2.7% | +5.5% | +13.1% | +22.0% | +12.6% | +17.8% | 0.35% |
| VIG | +2.7% | +12.5% | +21.0% | +16.3% | +10.9% | +13.2% | 1.46% |
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 IWF vs VIG →
Shared Holdings(82)
The top 10 shared positions account for 72% of the overlap, led by AVGO, AAPL and MSFT.
 AVGOBroadcom Inc COM | 4.79% | 5.18% | 4.79% |
|---|---|---|---|
 AAPLApple Inc. COM | 11.64% | 4.07% | 4.07% |
 MSFTMicrosoft Corp. COM | 8.82% | 3.97% | 3.97% |
 LLYEli Lilly & Co. COM | 2.66% | 3.34% | 2.66% |
 VVisa, Inc., Class A | 1.84% | 2.33% | 1.84% |
 COSTCostco Wholesale Corporation COM | 1.60% | 2.03% | 1.60% |
 MAMasterCard Incorporated CL A | 1.45% | 1.84% | 1.45% |
 ABBVAbbVie Inc. COM | 1.39% | 1.68% | 1.39% |
 LRCXLam Research Corporation COM NEW | 0.97% | 1.45% | 0.97% |
 HDHome Depot, Inc. (The) | 0.90% | 1.47% | 0.90% |
 ORCLOracle Corp. COM | 0.89% | 1.23% | 0.89% |
 KLACKLA Corp. COM NEW | 0.70% | 1.03% | 0.70% |
 APHAmphenol Corporation CL A | 0.56% | 0.82% | 0.56% |
 KOCoca-Cola Co (The) COM | 0.52% | 1.37% | 0.52% |
 AMGNAmgen Inc. COM | 0.50% | 0.84% | 0.50% |
 INTUIntuit Inc COM | 0.43% | 0.49% | 0.43% |
 MCKMckesson Corp. COM | 0.36% | 0.45% | 0.36% |
 WMWaste Management, Inc. COM | 0.31% | 0.39% | 0.31% |
 ADPAutomatic Data Processing, Inc. COM | 0.27% | 0.38% | 0.27% |
 TXNTexas Instruments Inc. COM | 0.26% | 1.15% | 0.26% |
 MCOMoodys Corp. COM | 0.24% | 0.32% | 0.24% |
 SHWThe Sherwin-Williams Company COM | 0.24% | 0.33% | 0.24% |
 AONAon plc, Class A | 0.23% | 0.30% | 0.23% |
 CTASCintas Corporation COM | 0.21% | 0.27% | 0.21% |
 CORCencora Inc COM | 0.21% | 0.27% | 0.21% |
Frequently Asked Questions
How much do IWF and VIG overlap?
IWF and VIG overlap by 32.9% of portfolio weight. They share 82 holdings (IWF holds 387 positions and VIG holds 332), based on each fund's latest SEC-reported holdings.
Is it redundant to own both IWF and VIG?
The two portfolios are 32.9% 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 IWF and VIG?
The largest positions held by both funds are AVGO, AAPL, MSFT, LLY and V. Together the top 10 shared positions account for 72% of the total overlap.
What does IWF own that VIG doesn't?
305 positions (54.5% of IWF) are unique to IWF, led by NVDA, AMZN and TSLA. In the other direction, 250 positions (43.0% of VIG) are unique to VIG.