IWR vs VXF: Holdings Overlap
IWRiShares Russell Mid-Cap ETF
iShares · 806 holdings · $57.6B · as of 2026-03-31
VXFVanguard Extended Market Index Fund
Vanguard · 3359 holdings · $32.2B · as of 2026-03-31
How similar are IWR and VXF?
iShares Russell Mid-Cap ETF (IWR, by iShares) holds 806 positions; Vanguard Extended Market Index Fund (VXF, by Vanguard) holds 3359. They have 477 holdings in common, and by portfolio weight the two funds are 31.4% identical. In practical terms the pair is moderately overlapping; they share a meaningful core, but each fund adds distinct exposure.
- Overlap by Weight
- 31.4%Sum of the smaller weight of each shared holding
- Shared Holdings
- 477IWR holds 806 · VXF holds 3359
- Weight in Shared Holdings
- IWR 31%·VXF 55%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
329 of 806 positions (68.3% of the fund) are not held by VXF. Showing the top 30 by weight.
Sector Breakdown
| Sector | IWR | VXF |
|---|---|---|
| Industrials | 18.7% | 19.5% |
| Information Technology | 13.0% | 16.3% |
| Financials | 13.6% | 15.0% |
| Health Care | 9.2% | 13.3% |
| Consumer Discretionary | 10.8% | 9.8% |
| Other Sectors | 34.3% | 23.6% |
| Unclassified | 0.1% | 2.4% |
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. “Unclassified” is weight we could not classify (0% of IWR, 2% of VXF).
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% |
| VXF | +2.4% | +18.9% | +26.9% | +18.6% | +6.9% | +12.0% | 0.99% |
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 VXF →
Shared Holdings(477)
The top 10 shared positions account for 10% of the overlap, led by NET, LNG and FERG.
 NETCloudflare, Inc., Class A | 0.51% | 0.90% | 0.51% |
|---|---|---|---|
 LNGCheniere Energy Inc COM NEW | 0.48% | 0.84% | 0.48% |
 FERGFerguson Enterprises Inc COMMON STOCK NEW | 0.35% | 0.62% | 0.35% |
 ALNYAlnylam Pharmaceuticals Inc. COM | 0.33% | 0.60% | 0.33% |
 RBLXRoblox Corporation CL A | 0.28% | 0.51% | 0.28% |
 INSMInsmed Inc COM PAR $.01 | 0.27% | 0.48% | 0.27% |
 RKLBRocket Lab Corp. COM | 0.25% | 0.41% | 0.25% |
 FTITechnipFMC PLC USD1 | 0.22% | 0.38% | 0.22% |
 CASYCasey'S General Stores Inc. COM | 0.21% | 0.37% | 0.21% |
 NTRANatera Inc. COM | 0.21% | 0.38% | 0.21% |
 VEEVVeeva Systems, Inc., Class A | 0.21% | 0.36% | 0.21% |
 UTHRUnited Therapeutics Corporation COM | 0.20% | 0.35% | 0.20% |
 CWCurtiss-Wright Corporation | 0.20% | 0.34% | 0.20% |
 FTAIFTAI Aviation Ltd COM USD0.01 | 0.20% | 0.34% | 0.20% |
 CPNGCoupang, Inc., Class A | 0.20% | 0.35% | 0.20% |
 FLEXFlex Ltd. COM USD0.01 | 0.19% | 0.33% | 0.19% |
 LPLALPL Financial Holdings Inc. COM | 0.19% | 0.33% | 0.19% |
 MKLMarkel Group Inc COM | 0.19% | 0.33% | 0.19% |
 XPOXPO Inc COM | 0.18% | 0.31% | 0.18% |
 RGLDRoyal Gold, Inc. COM | 0.17% | 0.28% | 0.17% |
 WWDWoodward Inc. COM | 0.17% | 0.29% | 0.17% |
 ZMZoom Communications, Inc., Class A | 0.17% | 0.29% | 0.17% |
 USFDUS Foods Holding Corp COM | 0.16% | 0.28% | 0.16% |
 BURLBurlington Stores Inc. COM | 0.16% | 0.28% | 0.16% |
 MTZMastec, Inc. COM | 0.16% | 0.27% | 0.16% |
Showing the top 250 of 477 shared holdings by overlap weight.
Frequently Asked Questions
How much do IWR and VXF overlap?
IWR and VXF overlap by 31.4% of portfolio weight. They share 477 holdings (IWR holds 806 positions and VXF holds 3359), based on each fund's latest SEC-reported holdings.
Is it redundant to own both IWR and VXF?
The two portfolios are 31.4% 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 IWR and VXF?
The largest positions held by both funds are NET, LNG, FERG, ALNY and RBLX. Together the top 10 shared positions account for 10% of the total overlap.
What does IWR own that VXF doesn't?
329 positions (68.3% of IWR) are unique to IWR, led by GLW, VRT and HWM. In the other direction, 2882 positions (44.9% of VXF) are unique to VXF.