VO vs IWP: Holdings Overlap
Vanguard · 289 holdings · $109.2B · as of 2026-03-31
IWPiShares Russell Mid-Cap Growth ETF
iShares · 277 holdings · $20.5B · as of 2026-03-31
How similar are VO and IWP?
Vanguard Mid-cap Index Fund (VO, by Vanguard) holds 289 positions; iShares Russell Mid-Cap Growth ETF (IWP, by iShares) holds 277. They have 87 holdings in common, and by portfolio weight the two funds are 25.1% identical. In practical terms the pair is lightly overlapping, with most of each portfolio distinct.
- Overlap by Weight
- 25.1%Sum of the smaller weight of each shared holding
- Shared Holdings
- 87VO holds 289 · IWP holds 277
- Weight in Shared Holdings
- VO 29%·IWP 69%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
202 of 289 positions (70.5% of the fund) are not held by IWP. Showing the top 30 by weight.
Sector Breakdown
| Sector | VO | IWP |
|---|---|---|
| Industrials | 18.4% | 24.4% |
| Consumer Discretionary | 9.3% | 21.2% |
| Information Technology | 14.2% | 15.6% |
| Health Care | 8.3% | 14.9% |
| Financials | 13.8% | 8.5% |
| Other Sectors | 35.7% | 15.3% |
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% |
| IWP | +1.5% | +5.4% | +3.1% | +14.6% | +5.1% | +12.1% | 0.34% |
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 IWP →
Shared Holdings(87)
The top 10 shared positions account for 29% of the overlap, led by VRT, HWM and PWR.
 VRTVertiv Holdings Co., Class A | 1.03% | 3.43% | 1.03% |
|---|---|---|---|
 HWMHowmet Aerospace Inc COM | 1.01% | 3.32% | 1.01% |
 PWRQuanta Services, Inc. COM | 0.89% | 2.25% | 0.89% |
 RCLRoyal Caribbean Group COM USD0.01 | 0.73% | 2.51% | 0.73% |
 NETCloudflare, Inc., Class A | 0.68% | 2.33% | 0.68% |
 CORCencora Inc COM | 0.63% | 2.07% | 0.63% |
 LNGCheniere Energy Inc COM NEW | 0.62% | 0.98% | 0.62% |
 TRGPTarga Resources Corp. COM | 0.59% | 1.92% | 0.59% |
 FASTFastenal Co. COM | 0.58% | 1.57% | 0.58% |
 VSTVistra Corp. COMMON STOCK | 0.55% | 1.83% | 0.55% |
 MPWRMonolithic Power Systems Inc. COM | 0.55% | 1.82% | 0.55% |
 CAHCardinal Health, Inc. COM | 0.54% | 0.91% | 0.54% |
 GWWW.w. Grainger Inc. COM | 0.53% | 1.46% | 0.53% |
 ROSTRoss Stores Inc COM | 0.76% | 0.50% | 0.50% |
 IDXXIDEXX Laboratories Inc. COM | 0.49% | 1.61% | 0.49% |
 ALNYAlnylam Pharmaceuticals Inc. COM | 0.48% | 1.51% | 0.48% |
 YUMYum! Brands Inc. COM | 0.47% | 0.52% | 0.47% |
 CVNACarvana Co., Class A | 0.46% | 1.53% | 0.46% |
 AMPAmeriprise Financial, Inc. COM | 0.44% | 1.32% | 0.44% |
 DDOGDatadog, Inc., Class A | 0.42% | 1.33% | 0.42% |
 MSCIMSCI Inc. COM | 0.41% | 0.68% | 0.41% |
 RBLXRoblox Corporation CL A | 0.39% | 1.26% | 0.39% |
 HLTHilton Worldwide Holdings Inc COM | 0.38% | 2.49% | 0.38% |
 TTWOTake-Two Interactive Software Inc. COM | 0.38% | 0.44% | 0.38% |
 SYYSysco Corporation COM | 0.37% | 0.66% | 0.37% |
Frequently Asked Questions
How much do VO and IWP overlap?
VO and IWP overlap by 25.1% of portfolio weight. They share 87 holdings (VO holds 289 positions and IWP holds 277), based on each fund's latest SEC-reported holdings.
Is it redundant to own both VO and IWP?
The two portfolios are 25.1% 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 VO and IWP?
The largest positions held by both funds are VRT, HWM, PWR, RCL and NET. Together the top 10 shared positions account for 29% of the total overlap.
What does VO own that IWP doesn't?
202 positions (70.5% of VO) are unique to VO, led by WDC, CEG and STX. In the other direction, 190 positions (31.3% of IWP) are unique to IWP.