VOT vs IWR: Holdings Overlap
VOTVanguard Mid-cap Growth Index Fund
Vanguard · 130 holdings · $19.9B · as of 2026-03-31
IWRiShares Russell Mid-Cap ETF
iShares · 806 holdings · $57.6B · as of 2026-03-31
How similar are VOT and IWR?
Vanguard Mid-cap Growth Index Fund (VOT, by Vanguard) holds 130 positions; iShares Russell Mid-Cap ETF (IWR, by iShares) holds 806. They have 105 holdings in common, and by portfolio weight the two funds are 27.4% identical. In practical terms the pair is lightly overlapping, with most of each portfolio distinct.
- Overlap by Weight
- 27.4%Sum of the smaller weight of each shared holding
- Shared Holdings
- 105VOT holds 130 · IWR holds 806
- Weight in Shared Holdings
- VOT 77%·IWR 28%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 VOT
25 of 130 positions (22.7% of the fund) are not held by IWR.
Sector Breakdown
| Sector | VOT | IWR |
|---|---|---|
| Industrials | 25.1% | 18.7% |
| Information Technology | 22.5% | 13.0% |
| Consumer Discretionary | 15.2% | 10.8% |
| Financials | 8.5% | 13.6% |
| Health Care | 10.5% | 9.2% |
| Other Sectors | 18.1% | 34.3% |
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 |
|---|---|---|---|---|---|---|---|
| VOT | +1.9% | +10.1% | +7.1% | +14.7% | +5.4% | +11.9% | 0.59% |
| IWR | +2.9% | +18.1% | +23.0% | +16.4% | +8.5% | +11.6% | 1.12% |
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 VOT vs IWR →
Shared Holdings(105)
The top 10 shared positions account for 22% of the overlap, led by VRT, HWM and WDC.
 VRTVertiv Holdings Co., Class A | 2.49% | 0.76% | 0.76% |
|---|---|---|---|
 HWMHowmet Aerospace Inc COM | 2.40% | 0.73% | 0.73% |
 WDCWestern Digital Corp. COM | 1.19% | 0.73% | 0.73% |
 GLWCorning Incorporated COM | 0.68% | 0.84% | 0.68% |
 PWRQuanta Services, Inc. COM | 2.14% | 0.64% | 0.64% |
 RCLRoyal Caribbean Group COM USD0.01 | 1.74% | 0.55% | 0.55% |
 HLTHilton Worldwide Holdings Inc COM | 0.91% | 0.55% | 0.55% |
 ROSTRoss Stores Inc COM | 1.82% | 0.55% | 0.55% |
 NETCloudflare, Inc., Class A | 1.62% | 0.51% | 0.51% |
 ORealty Income Corporation COM | 1.48% | 0.44% | 0.44% |
 CIENCiena Corporation COM NEW | 0.71% | 0.43% | 0.43% |
 TRGPTarga Resources Corp. COM | 1.40% | 0.42% | 0.42% |
 FASTFastenal Co. COM | 1.39% | 0.42% | 0.42% |
 HOODRobinhood Markets, Inc., Class A | 1.42% | 0.42% | 0.42% |
 EAElectronic Arts Inc. COM | 0.66% | 0.41% | 0.41% |
 VSTVistra Corp. COMMON STOCK | 1.32% | 0.40% | 0.40% |
 MPWRMonolithic Power Systems Inc. COM | 1.32% | 0.40% | 0.40% |
 LITELumentum Holdings Inc. COM | 0.65% | 0.39% | 0.39% |
 AMEAmetek, Inc. COM | 1.28% | 0.39% | 0.39% |
 FIXComfort Systems USA Inc. COM | 0.63% | 0.38% | 0.38% |
 GWWW.w. Grainger Inc. COM | 1.28% | 0.38% | 0.38% |
 TERTeradyne Inc. COM | 1.21% | 0.37% | 0.37% |
 IDXXIDEXX Laboratories Inc. COM | 1.16% | 0.35% | 0.35% |
 YUMYum! Brands Inc. COM | 1.12% | 0.34% | 0.34% |
 CVNACarvana Co., Class A | 1.11% | 0.34% | 0.34% |
Frequently Asked Questions
How much do VOT and IWR overlap?
VOT and IWR overlap by 27.4% of portfolio weight. They share 105 holdings (VOT holds 130 positions and IWR holds 806), based on each fund's latest SEC-reported holdings.
Is it redundant to own both VOT and IWR?
The two portfolios are 27.4% 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 VOT and IWR?
The largest positions held by both funds are VRT, HWM, WDC, GLW and PWR. Together the top 10 shared positions account for 22% of the total overlap.
What does VOT own that IWR doesn't?
25 positions (22.7% of VOT) are unique to VOT, led by CEG, STX and MSI. In the other direction, 701 positions (72.1% of IWR) are unique to IWR.