IWR vs VOT: Holdings Overlap
IWRiShares Russell Mid-Cap ETF
iShares · 806 holdings · $57.6B · as of 2026-03-31
VOTVanguard Mid-cap Growth Index Fund
Vanguard · 130 holdings · $19.9B · as of 2026-03-31
How similar are IWR and VOT?
iShares Russell Mid-Cap ETF (IWR, by iShares) holds 806 positions; Vanguard Mid-cap Growth Index Fund (VOT, by Vanguard) holds 130. They have 105 holdings in common, and by portfolio weight the two funds are 27.4% identical. In practical terms the pair is lightly overlapping, with most of each portfolio distinct.
- Overlap by Weight
- 27.4%Sum of the smaller weight of each shared holding
- Shared Holdings
- 105IWR holds 806 · VOT holds 130
- Weight in Shared Holdings
- IWR 28%·VOT 77%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
701 of 806 positions (72.1% of the fund) are not held by VOT. Showing the top 30 by weight.
Only in VOT
25 of 130 positions (22.7% of the fund) are not held by IWR.
Sector Breakdown
| Sector | IWR | VOT |
|---|---|---|
| Industrials | 18.7% | 25.1% |
| Information Technology | 13.0% | 22.5% |
| Consumer Discretionary | 10.8% | 15.2% |
| Financials | 13.6% | 8.5% |
| Health Care | 9.2% | 10.5% |
| Other Sectors | 34.3% | 18.1% |
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% |
| VOT | +1.9% | +10.1% | +7.1% | +14.7% | +5.4% | +11.9% | 0.59% |
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 VOT →
Shared Holdings(105)
The top 10 shared positions account for 22% of the overlap, led by VRT, HWM and WDC.
 VRTVertiv Holdings Co., Class A | 0.76% | 2.49% | 0.76% |
|---|---|---|---|
 HWMHowmet Aerospace Inc COM | 0.73% | 2.40% | 0.73% |
 WDCWestern Digital Corp. COM | 0.73% | 1.19% | 0.73% |
 GLWCorning Incorporated COM | 0.84% | 0.68% | 0.68% |
 PWRQuanta Services, Inc. COM | 0.64% | 2.14% | 0.64% |
 RCLRoyal Caribbean Group COM USD0.01 | 0.55% | 1.74% | 0.55% |
 HLTHilton Worldwide Holdings Inc COM | 0.55% | 0.91% | 0.55% |
 ROSTRoss Stores Inc COM | 0.55% | 1.82% | 0.55% |
 NETCloudflare, Inc., Class A | 0.51% | 1.62% | 0.51% |
 ORealty Income Corporation COM | 0.44% | 1.48% | 0.44% |
 CIENCiena Corporation COM NEW | 0.43% | 0.71% | 0.43% |
 TRGPTarga Resources Corp. COM | 0.42% | 1.40% | 0.42% |
 FASTFastenal Co. COM | 0.42% | 1.39% | 0.42% |
 HOODRobinhood Markets, Inc., Class A | 0.42% | 1.42% | 0.42% |
 EAElectronic Arts Inc. COM | 0.41% | 0.66% | 0.41% |
 VSTVistra Corp. COMMON STOCK | 0.40% | 1.32% | 0.40% |
 MPWRMonolithic Power Systems Inc. COM | 0.40% | 1.32% | 0.40% |
 LITELumentum Holdings Inc. COM | 0.39% | 0.65% | 0.39% |
 AMEAmetek, Inc. COM | 0.39% | 1.28% | 0.39% |
 FIXComfort Systems USA Inc. COM | 0.38% | 0.63% | 0.38% |
 GWWW.w. Grainger Inc. COM | 0.38% | 1.28% | 0.38% |
 TERTeradyne Inc. COM | 0.37% | 1.21% | 0.37% |
 IDXXIDEXX Laboratories Inc. COM | 0.35% | 1.16% | 0.35% |
 YUMYum! Brands Inc. COM | 0.34% | 1.12% | 0.34% |
 CVNACarvana Co., Class A | 0.34% | 1.11% | 0.34% |
Frequently Asked Questions
How much do IWR and VOT overlap?
IWR and VOT overlap by 27.4% of portfolio weight. They share 105 holdings (IWR holds 806 positions and VOT holds 130), based on each fund's latest SEC-reported holdings.
Is it redundant to own both IWR and VOT?
The two portfolios are 27.4% 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 VOT?
The largest positions held by both funds are VRT, HWM, WDC, GLW and PWR. Together the top 10 shared positions account for 22% of the total overlap.
What does IWR own that VOT doesn't?
701 positions (72.1% of IWR) are unique to IWR, led by SNDK, BNY and VLO. In the other direction, 25 positions (22.7% of VOT) are unique to VOT.