IYF vs VOT: Holdings Overlap
IYFiShares U.S. Financials ETF
iShares · 142 holdings · $4.5B · as of 2026-04-30
VOTVanguard Mid-cap Growth Index Fund
Vanguard · 130 holdings · $19.9B · as of 2026-03-31
Holdings snapshots are 30 days apart (IYF: 2026-04-30, VOT: 2026-03-31). Weights and index membership change between snapshots, so the true current overlap is typically higher than shown. For funds tracking the same index, the gap can be 5–15 points.
How similar are IYF and VOT?
iShares U.S. Financials ETF (IYF, by iShares) holds 142 positions; Vanguard Mid-cap Growth Index Fund (VOT, by Vanguard) holds 130. They have 13 holdings in common, and by portfolio weight the two funds are 5.4% identical. In practical terms the pair is lightly overlapping, with most of each portfolio distinct.
- Overlap by Weight
- 5.4%Sum of the smaller weight of each shared holding
- Shared Holdings
- 13IYF holds 142 · VOT holds 130
- Weight in Shared Holdings
- IYF 6%·VOT 8%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 IYF
129 of 142 positions (93.8% of the fund) are not held by VOT. Showing the top 30 by weight.
Only in VOT
117 of 130 positions (92.3% of the fund) are not held by IYF. Showing the top 30 by weight.
Sector Breakdown
| Sector | IYF | VOT |
|---|---|---|
| Financials | 99.4% | 8.5% |
| Industrials | 0.3% | 25.1% |
| Information Technology | 0.0% | 22.5% |
| Consumer Discretionary | 0.0% | 15.2% |
| Health Care | 0.0% | 10.5% |
| Other Sectors | 0.0% | 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 |
|---|---|---|---|---|---|---|---|
| IYF | +2.4% | +7.0% | +15.4% | +21.7% | +12.0% | +13.6% | 1.40% |
| 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 IYF vs VOT →
Shared Holdings(13)
The top 10 shared positions account for 90% of the overlap, led by HOOD, MSCI and COIN.
 HOODRobinhood Markets, Inc., Class A | 0.89% | 1.42% | 0.89% |
|---|---|---|---|
 MSCIMSCI Inc. COM | 0.68% | 0.98% | 0.68% |
 COINCoinbase Global, Inc., Class A | 0.68% | 0.96% | 0.68% |
 APOApollo Global Management Inc COM | 0.87% | 0.59% | 0.59% |
 LPLALPL Financial Holdings Inc. COM | 0.43% | 0.63% | 0.43% |
 IBKRInteractive Brokers Group, Inc., Class A | 0.55% | 0.37% | 0.37% |
 ARESAres Management Corporation CL A COM STK | 0.36% | 0.60% | 0.36% |
 MKLMarkel Group Inc COM | 0.36% | 0.30% | 0.30% |
 BRBroadridge Financial Solutions Inc. COM | 0.29% | 0.49% | 0.29% |
 BROBrown & Brown Inc COM | 0.28% | 0.49% | 0.28% |
 RKTRocket Companies Inc COM CL A | 0.22% | 0.34% | 0.22% |
 TWTradeweb Markets, Inc., Class A | 0.21% | 0.35% | 0.21% |
 OWLBlue Owl Capital, Inc., Class A | 0.10% | 0.08% | 0.08% |
Frequently Asked Questions
How much do IYF and VOT overlap?
IYF and VOT overlap by 5.4% of portfolio weight. They share 13 holdings (IYF holds 142 positions and VOT holds 130), based on each fund's latest SEC-reported holdings.
Is it redundant to own both IYF and VOT?
The two portfolios are 5.4% 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 IYF and VOT?
The largest positions held by both funds are HOOD, MSCI, COIN, APO and LPLA. Together the top 10 shared positions account for 90% of the total overlap.
What does IYF own that VOT doesn't?
129 positions (93.8% of IYF) are unique to IYF, led by BRK-B, JPM and BAC. In the other direction, 117 positions (92.3% of VOT) are unique to VOT.