VO vs IJH: Holdings Overlap
Vanguard · 289 holdings · $109.2B · as of 2026-03-31
IJHiShares Core S&P Mid-Cap ETF
iShares · 399 holdings · $126.1B · as of 2026-03-31
How similar are VO and IJH?
Vanguard Mid-cap Index Fund (VO, by Vanguard) holds 289 positions; iShares Core S&P Mid-Cap ETF (IJH, by iShares) holds 399. They have 2 holdings in common, and by portfolio weight the two funds are 0.2% identical. In practical terms the pair is essentially distinct, holding almost none of the same securities.
- Overlap by Weight
- 0.2%Sum of the smaller weight of each shared holding
- Shared Holdings
- 2VO holds 289 · IJH holds 399
- Weight in Shared Holdings
- VO 0%·IJH 1%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 VO
287 of 289 positions (99.5% of the fund) are not held by IJH. Showing the top 30 by weight.
Sector Breakdown
| Sector | VO | IJH |
|---|---|---|
| Industrials | 18.4% | 25.3% |
| Financials | 13.8% | 14.6% |
| Information Technology | 14.2% | 12.3% |
| Consumer Discretionary | 9.3% | 11.3% |
| Health Care | 8.3% | 8.9% |
| Other Sectors | 35.7% | 27.1% |
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 |
|---|---|---|---|---|---|---|---|
| VO | +2.6% | +14.8% | +18.0% | +15.7% | +8.0% | +11.6% | 1.29% |
| IJH | +3.1% | +18.4% | +26.0% | +14.5% | +9.0% | +11.2% | 1.14% |
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 VO vs IJH →
Shared Holdings(2)
Frequently Asked Questions
How much do VO and IJH overlap?
VO and IJH overlap by 0.2% of portfolio weight. They share 2 holdings (VO holds 289 positions and IJH holds 399), based on each fund's latest SEC-reported holdings.
Is it redundant to own both VO and IJH?
The two portfolios are 0.2% identical by weight. Owning both is genuine diversification: the funds hold almost none of the same securities.
What are the biggest shared holdings of VO and IJH?
The largest positions held by both funds are BURL and PINS. Together the top 2 shared positions account for 98% of the total overlap.
What does VO own that IJH doesn't?
287 positions (99.5% of VO) are unique to VO, led by VRT, HWM and WDC. In the other direction, 397 positions (98.5% of IJH) are unique to IJH.