IWR vs VOO: Holdings Overlap
IWRiShares Russell Mid-Cap ETF
iShares · 806 holdings · $57.6B · as of 2026-03-31
Vanguard · 504 holdings · $1.03T · as of 2026-03-31
How similar are IWR and VOO?
iShares Russell Mid-Cap ETF (IWR, by iShares) holds 806 positions; Vanguard 500 Index Fund (VOO, by Vanguard) holds 504. They have 308 holdings in common, and by portfolio weight the two funds are 15.2% identical. In practical terms the pair is lightly overlapping, with most of each portfolio distinct.
- Overlap by Weight
- 15.2%Sum of the smaller weight of each shared holding
- Shared Holdings
- 308IWR holds 806 · VOO holds 504
- Weight in Shared Holdings
- IWR 67%·VOO 16%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 IWR
498 of 806 positions (32.7% of the fund) are not held by VOO. Showing the top 30 by weight.
Sector Breakdown
| Sector | IWR | VOO |
|---|---|---|
| Information Technology | 13.0% | 32.7% |
| Industrials | 18.7% | 9.0% |
| Financials | 13.6% | 12.4% |
| Consumer Discretionary | 10.8% | 9.9% |
| Communication Services | 3.6% | 10.5% |
| Other Sectors | 39.9% | 25.3% |
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 |
|---|---|---|---|---|---|---|---|
| IWR | +2.9% | +18.1% | +23.0% | +16.4% | +8.5% | +11.6% | 1.12% |
| 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 IWR vs VOO →
Shared Holdings(308)
The top 10 shared positions account for 10% of the overlap, led by GLW, VRT and SNDK.
 GLWCorning Incorporated COM | 0.84% | 0.19% | 0.19% |
|---|---|---|---|
 VRTVertiv Holdings Co., Class A | 0.76% | 0.17% | 0.17% |
 SNDKSandisk Corporation COM | 0.72% | 0.17% | 0.17% |
 HWMHowmet Aerospace Inc COM | 0.73% | 0.17% | 0.17% |
 WDCWestern Digital Corp. COM | 0.73% | 0.16% | 0.16% |
 PWRQuanta Services, Inc. COM | 0.64% | 0.15% | 0.15% |
 BNYThe Bank of New York Mellon Corp. COM | 0.65% | 0.15% | 0.15% |
 VLOValero Energy Corp. COM | 0.60% | 0.13% | 0.13% |
 CMICummins Inc. COM | 0.59% | 0.13% | 0.13% |
 PSXPhillips 66 COM | 0.58% | 0.13% | 0.13% |
 MPCMarathon Petroleum Corp. COM | 0.58% | 0.13% | 0.13% |
 ROSTRoss Stores Inc COM | 0.55% | 0.13% | 0.13% |
 HLTHilton Worldwide Holdings Inc COM | 0.55% | 0.12% | 0.12% |
 RCLRoyal Caribbean Group COM USD0.01 | 0.55% | 0.12% | 0.12% |
 WBDWarner Bros. Discovery Inc. COM SER A | 0.51% | 0.12% | 0.12% |
 KMIKinder Morgan, Inc. COM | 0.52% | 0.12% | 0.12% |
 LHXL3 Harris Technologies Inc COM | 0.51% | 0.12% | 0.12% |
 CORCencora Inc COM | 0.46% | 0.11% | 0.11% |
 SPGSimon Property Group Inc COM | 0.48% | 0.11% | 0.11% |
 BKRBaker Hughes Co., Class A | 0.48% | 0.11% | 0.11% |
 DLRDigital Realty Trust Inc. COM | 0.49% | 0.10% | 0.10% |
 OKEOneok Inc. COM | 0.45% | 0.10% | 0.10% |
 CTVACorteva Inc COM | 0.45% | 0.10% | 0.10% |
 ORealty Income Corporation COM | 0.44% | 0.10% | 0.10% |
 HOODRobinhood Markets, Inc., Class A | 0.42% | 0.10% | 0.10% |
Showing the top 250 of 308 shared holdings by overlap weight.
Frequently Asked Questions
How much do IWR and VOO overlap?
IWR and VOO overlap by 15.2% of portfolio weight. They share 308 holdings (IWR holds 806 positions and VOO holds 504), based on each fund's latest SEC-reported holdings.
Is it redundant to own both IWR and VOO?
The two portfolios are 15.2% identical by weight. Owning both is not redundant. Most of each portfolio is distinct, so the funds can serve different roles.
What are the biggest shared holdings of IWR and VOO?
The largest positions held by both funds are GLW, VRT, SNDK, HWM and WDC. Together the top 10 shared positions account for 10% of the total overlap.
What does IWR own that VOO doesn't?
498 positions (32.7% of IWR) are unique to IWR, led by NET, LNG and AU. In the other direction, 196 positions (83.9% of VOO) are unique to VOO.