IWX vs VTI: Holdings Overlap
IWXiShares Russell Top 200 Value ETF
iShares · 154 holdings · $4.0B · as of 2026-03-31
VTIVanguard Total Stock Market Index Fund
Vanguard · 3505 holdings · $696.4B · as of 2026-03-31
How similar are IWX and VTI?
iShares Russell Top 200 Value ETF (IWX, by iShares) holds 154 positions; Vanguard Total Stock Market Index Fund (VTI, by Vanguard) holds 3505. They have 152 holdings in common, and by portfolio weight the two funds are 40.8% identical. In practical terms the pair is moderately overlapping; they share a meaningful core, but each fund adds distinct exposure.
- Overlap by Weight
- 40.8%Sum of the smaller weight of each shared holding
- Shared Holdings
- 152IWX holds 154 · VTI holds 3505
- Weight in Shared Holdings
- IWX 100%·VTI 43%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
2 of 154 positions (0.1% of the fund) are not held by VTI.
Sector Breakdown
| Sector | IWX | VTI |
|---|---|---|
| Information Technology | 11.4% | 30.5% |
| Financials | 22.3% | 12.7% |
| Health Care | 13.6% | 10.0% |
| Industrials | 11.6% | 10.4% |
| Communication Services | 10.2% | 9.6% |
| Other Sectors | 30.8% | 26.1% |
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 |
|---|---|---|---|---|---|---|---|
| IWX | +4.2% | +23.5% | +36.3% | +20.0% | +12.9% | +12.2% | 1.36% |
| 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 IWX vs VTI →
Shared Holdings(152)
The top 10 shared positions account for 36% of the overlap, led by AMZN, GOOGL and GOOG.
 AMZNAmazon.com, Inc. COM | 2.67% | 3.21% | 2.67% |
|---|---|---|---|
 GOOGLAlphabet Inc. CAP STK CL A | 2.88% | 2.67% | 2.67% |
 GOOGAlphabet Inc. CAP STK CL C | 2.34% | 2.11% | 2.11% |
 BRK-BBerkshire Hathaway, Inc., Class B | 4.30% | 1.37% | 1.37% |
 JPMJPMorgan Chase & Co. COM | 3.89% | 1.19% | 1.19% |
 XOMExxon Mobil Corp. COM | 3.49% | 1.13% | 1.13% |
 METAMeta Platforms, Inc., Class A | 1.08% | 2.00% | 1.08% |
 JNJJohnson & Johnson COM | 2.86% | 0.94% | 0.94% |
 WMTWalmart Inc COM | 2.37% | 0.87% | 0.87% |
 CVXChevron Corp. COM | 1.88% | 0.63% | 0.63% |
 MUMicron Technology Inc. COM | 1.84% | 0.61% | 0.61% |
 PGThe Procter & Gamble Co. COM | 1.65% | 0.54% | 0.54% |
 AMDAdvanced Micro Devices Inc. COM | 0.66% | 0.53% | 0.53% |
 CATCaterpillar Inc COM | 1.40% | 0.53% | 0.53% |
 BACBank of America Corp. COM | 1.43% | 0.48% | 0.48% |
 MRKMerck & Co., Inc COM | 1.45% | 0.47% | 0.47% |
 CSCOCisco Systems, Inc. COM | 1.50% | 0.44% | 0.44% |
 AMATApplied Materials Inc. COM | 0.94% | 0.43% | 0.43% |
 KOCoca-Cola Co (The) COM | 0.74% | 0.42% | 0.42% |
 RTXRTX Corp. COM | 1.25% | 0.41% | 0.41% |
 PMPhilip Morris International Inc. COM | 1.25% | 0.41% | 0.41% |
 WFCWells Fargo & Co. COM | 1.20% | 0.39% | 0.39% |
 UNHUnitedHealth Group Inc. COM | 1.20% | 0.39% | 0.39% |
 GSGoldman Sachs Group, Inc. (The) | 1.14% | 0.38% | 0.38% |
 HDHome Depot, Inc. (The) | 0.38% | 0.52% | 0.38% |
Frequently Asked Questions
How much do IWX and VTI overlap?
IWX and VTI overlap by 40.8% of portfolio weight. They share 152 holdings (IWX holds 154 positions and VTI holds 3505), based on each fund's latest SEC-reported holdings.
Is it redundant to own both IWX and VTI?
The two portfolios are 40.8% 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 VTI?
The largest positions held by both funds are AMZN, GOOGL, GOOG, BRK-B and JPM. Together the top 10 shared positions account for 36% of the total overlap.
What does IWX own that VTI doesn't?
2 positions (0.1% of IWX) are unique to IWX, led by SCCO and BAM. In the other direction, 3353 positions (56.5% of VTI) are unique to VTI.