IWX vs VOO: Holdings Overlap
IWXiShares Russell Top 200 Value ETF
iShares · 154 holdings · $4.0B · as of 2026-03-31
Vanguard · 504 holdings · $1.03T · as of 2026-03-31
How similar are IWX and VOO?
iShares Russell Top 200 Value ETF (IWX, by iShares) holds 154 positions; Vanguard 500 Index Fund (VOO, by Vanguard) holds 504. They have 148 holdings in common, and by portfolio weight the two funds are 45.1% identical. In practical terms the pair is moderately overlapping; they share a meaningful core, but each fund adds distinct exposure.
- Overlap by Weight
- 45.1%Sum of the smaller weight of each shared holding
- Shared Holdings
- 148IWX holds 154 · VOO holds 504
- Weight in Shared Holdings
- IWX 99%·VOO 49%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 IWX
6 of 154 positions (0.8% of the fund) are not held by VOO.
Sector Breakdown
| Sector | IWX | VOO |
|---|---|---|
| Information Technology | 11.4% | 32.7% |
| Financials | 22.3% | 12.4% |
| Health Care | 13.6% | 9.5% |
| Industrials | 11.6% | 9.0% |
| Communication Services | 10.2% | 10.5% |
| Other Sectors | 30.8% | 25.7% |
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 |
|---|---|---|---|---|---|---|---|
| IWX | +4.2% | +23.5% | +36.3% | +20.0% | +12.9% | +12.2% | 1.36% |
| 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 IWX vs VOO →
Shared Holdings(148)
The top 10 shared positions account for 35% of the overlap, led by GOOGL, AMZN and GOOG.
 GOOGLAlphabet Inc. CAP STK CL A | 2.88% | 2.99% | 2.88% |
|---|---|---|---|
 AMZNAmazon.com, Inc. COM | 2.67% | 3.64% | 2.67% |
 GOOGAlphabet Inc. CAP STK CL C | 2.34% | 2.40% | 2.34% |
 BRK-BBerkshire Hathaway, Inc., Class B | 4.30% | 1.57% | 1.57% |
 JPMJPMorgan Chase & Co. COM | 3.89% | 1.34% | 1.34% |
 XOMExxon Mobil Corp. COM | 3.49% | 1.27% | 1.27% |
 METAMeta Platforms, Inc., Class A | 1.08% | 2.24% | 1.08% |
 JNJJohnson & Johnson COM | 2.86% | 1.05% | 1.05% |
 WMTWalmart Inc COM | 2.37% | 0.97% | 0.97% |
 CVXChevron Corp. COM | 1.88% | 0.69% | 0.69% |
 MUMicron Technology Inc. COM | 1.84% | 0.68% | 0.68% |
 PGThe Procter & Gamble Co. COM | 1.65% | 0.60% | 0.60% |
 AMDAdvanced Micro Devices Inc. COM | 0.66% | 0.59% | 0.59% |
 CATCaterpillar Inc COM | 1.40% | 0.59% | 0.59% |
 BACBank of America Corp. COM | 1.43% | 0.56% | 0.56% |
 CSCOCisco Systems, Inc. COM | 1.50% | 0.55% | 0.55% |
 MRKMerck & Co., Inc COM | 1.45% | 0.53% | 0.53% |
 KOCoca-Cola Co (The) COM | 0.74% | 0.53% | 0.53% |
 AMATApplied Materials Inc. COM | 0.94% | 0.48% | 0.48% |
 RTXRTX Corp. COM | 1.25% | 0.46% | 0.46% |
 PMPhilip Morris International Inc. COM | 1.25% | 0.46% | 0.46% |
 WFCWells Fargo & Co. COM | 1.20% | 0.44% | 0.44% |
 UNHUnitedHealth Group Inc. COM | 1.20% | 0.44% | 0.44% |
 GSGoldman Sachs Group, Inc. (The) | 1.14% | 0.43% | 0.43% |
 LINLinde PLC COM EUR0.001 | 1.13% | 0.41% | 0.41% |
Frequently Asked Questions
How much do IWX and VOO overlap?
IWX and VOO overlap by 45.1% of portfolio weight. They share 148 holdings (IWX holds 154 positions and VOO holds 504), based on each fund's latest SEC-reported holdings.
Is it redundant to own both IWX and VOO?
The two portfolios are 45.1% 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 IWX and VOO?
The largest positions held by both funds are GOOGL, AMZN, GOOG, BRK-B and JPM. Together the top 10 shared positions account for 35% of the total overlap.
What does IWX own that VOO doesn't?
6 positions (0.8% of IWX) are unique to IWX, led by MRVL, MSTR and SCCO. In the other direction, 356 positions (51.2% of VOO) are unique to VOO.