IWR vs VTI: Holdings Overlap
IWRiShares Russell Mid-Cap ETF
iShares · 806 holdings · $57.6B · as of 2026-03-31
VTIVanguard Total Stock Market Index Fund
Vanguard · 3505 holdings · $696.4B · as of 2026-03-31
How similar are IWR and VTI?
iShares Russell Mid-Cap ETF (IWR, by iShares) holds 806 positions; Vanguard Total Stock Market Index Fund (VTI, by Vanguard) holds 3505. They have 778 holdings in common, and by portfolio weight the two funds are 19.7% identical. In practical terms the pair is lightly overlapping, with most of each portfolio distinct.
- Overlap by Weight
- 19.7%Sum of the smaller weight of each shared holding
- Shared Holdings
- 778IWR holds 806 · VTI holds 3505
- Weight in Shared Holdings
- IWR 98%·VTI 20%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
28 of 806 positions (1.8% of the fund) are not held by VTI.
Sector Breakdown
| Sector | IWR | VTI |
|---|---|---|
| Information Technology | 13.0% | 30.5% |
| Industrials | 18.7% | 10.4% |
| Financials | 13.6% | 12.7% |
| Consumer Discretionary | 10.8% | 9.8% |
| Health Care | 9.2% | 10.0% |
| Other Sectors | 34.3% | 26.0% |
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.
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% |
| VTI | +3.3% | +14.6% | +24.2% | +20.9% | +12.3% | +14.9% | 1.02% |
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 VTI →
Shared Holdings(778)
The top 10 shared positions account for 7% of the overlap, led by GLW, VRT and SNDK.
 GLWCorning Incorporated COM | 0.84% | 0.17% | 0.17% |
|---|---|---|---|
 VRTVertiv Holdings Co., Class A | 0.76% | 0.15% | 0.15% |
 SNDKSandisk Corporation COM | 0.72% | 0.15% | 0.15% |
 HWMHowmet Aerospace Inc COM | 0.73% | 0.15% | 0.15% |
 WDCWestern Digital Corp. COM | 0.73% | 0.15% | 0.15% |
 PWRQuanta Services, Inc. COM | 0.64% | 0.13% | 0.13% |
 BNYThe Bank of New York Mellon Corp. COM | 0.65% | 0.13% | 0.13% |
 CMICummins Inc. COM | 0.59% | 0.12% | 0.12% |
 VLOValero Energy Corp. COM | 0.60% | 0.12% | 0.12% |
 PSXPhillips 66 COM | 0.58% | 0.12% | 0.12% |
 MPCMarathon Petroleum Corp. COM | 0.58% | 0.11% | 0.11% |
 ROSTRoss Stores Inc COM | 0.55% | 0.11% | 0.11% |
 HLTHilton Worldwide Holdings Inc COM | 0.55% | 0.11% | 0.11% |
 RCLRoyal Caribbean Group COM USD0.01 | 0.55% | 0.11% | 0.11% |
 WBDWarner Bros. Discovery Inc. COM SER A | 0.51% | 0.10% | 0.10% |
 LHXL3 Harris Technologies Inc COM | 0.51% | 0.10% | 0.10% |
 KMIKinder Morgan, Inc. COM | 0.52% | 0.10% | 0.10% |
 NETCloudflare, Inc., Class A | 0.51% | 0.10% | 0.10% |
 DLRDigital Realty Trust Inc. COM | 0.49% | 0.10% | 0.10% |
 BKRBaker Hughes Co., Class A | 0.48% | 0.10% | 0.10% |
 CORCencora Inc COM | 0.46% | 0.09% | 0.09% |
 SPGSimon Property Group Inc COM | 0.48% | 0.09% | 0.09% |
 CTVACorteva Inc COM | 0.45% | 0.09% | 0.09% |
 ORealty Income Corporation COM | 0.44% | 0.09% | 0.09% |
 OKEOneok Inc. COM | 0.45% | 0.09% | 0.09% |
Showing the top 250 of 778 shared holdings by overlap weight.
Frequently Asked Questions
How much do IWR and VTI overlap?
IWR and VTI overlap by 19.7% of portfolio weight. They share 778 holdings (IWR holds 806 positions and VTI holds 3505), based on each fund's latest SEC-reported holdings.
Is it redundant to own both IWR and VTI?
The two portfolios are 19.7% 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 VTI?
The largest positions held by both funds are GLW, VRT, SNDK, HWM and WDC. Together the top 10 shared positions account for 7% of the total overlap.
What does IWR own that VTI doesn't?
28 positions (1.8% of IWR) are unique to IWR, led by AU, QSR and CPNG. In the other direction, 2727 positions (79.3% of VTI) are unique to VTI.