IWN vs VO: Holdings Overlap
IWNiShares Russell 2000 Value ETF
iShares · 1406 holdings · $14.7B · as of 2026-03-31
Vanguard · 289 holdings · $109.2B · as of 2026-03-31
How similar are IWN and VO?
iShares Russell 2000 Value ETF (IWN, by iShares) holds 1406 positions; Vanguard Mid-cap Index Fund (VO, by Vanguard) holds 289. They have 0 holdings in common, and by portfolio weight the two funds are 0.0% identical. In practical terms the pair is essentially distinct, holding almost none of the same securities.
- Overlap by Weight
- 0.0%Sum of the smaller weight of each shared holding
- Shared Holdings
- 0IWN holds 1406 · VO holds 289
- Weight in Shared Holdings
- IWN 0%·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 IWN
1406 of 1406 positions (99.6% of the fund) are not held by VO. Showing the top 30 by weight.
Only in VO
289 of 289 positions (99.6% of the fund) are not held by IWN. Showing the top 30 by weight.
Sector Breakdown
| Sector | IWN | VO |
|---|---|---|
| Financials | 22.4% | 13.8% |
| Industrials | 11.9% | 18.4% |
| Information Technology | 8.0% | 14.2% |
| Health Care | 10.0% | 8.3% |
| Consumer Discretionary | 8.7% | 9.3% |
| Other Sectors | 31.6% | 35.7% |
| Unclassified | 7.1% | 0.0% |
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 (7% of IWN, 0% of VO).
Performance
| Fund | 1M | YTD | 1Y | 3Y (ann.) | 5Y (ann.) | 10Y (ann.) | Yield |
|---|---|---|---|---|---|---|---|
| IWN | +2.4% | +25.3% | +42.6% | +16.8% | +9.0% | +10.2% | 1.41% |
| 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 IWN vs VO →
Shared Holdings(0)
These two funds have no holdings in common.
Frequently Asked Questions
How much do IWN and VO overlap?
IWN and VO overlap by 0.0% of portfolio weight. They share 0 holdings (IWN holds 1406 positions and VO holds 289), based on each fund's latest SEC-reported holdings.
Is it redundant to own both IWN and VO?
The two portfolios are 0.0% identical by weight. Owning both is genuine diversification: the funds hold almost none of the same securities.
What does IWN own that VO doesn't?
1406 positions (99.6% of IWN) are unique to IWN, led by ECHO, TTMI and CDE. In the other direction, 289 positions (99.6% of VO) are unique to VO.