IJH vs VTWAX: 4% overlap
iShares Core S&P Mid-Cap ETF and Vanguard Total World Stock Index Admiral share 3.8% of their portfolios by weight — computed as Σ min(wA, wB) over every holding both funds own.
You would hold two tickers and get the diversification of 2.0. Two funds that shared nothing would score 2.0; two identical funds score 1.0.
Top shared holdings
IJH and VTWAX hold 401 of the same securities. The ten contributing most to the overlap figure:
| Holding | in IJH | in VTWAX | Δ |
|---|---|---|---|
| ALV | 0.2% | 0.2% | 0.1% |
| CFR | 0.3% | 0.1% | 0.2% |
| CASH | 0.1% | 1.0% | 0.9% |
| AAL | 0.3% | 0.0% | 0.2% |
| CSL | 0.4% | 0.0% | 0.3% |
| G | 0.1% | 0.0% | 0.1% |
| NXT | 0.4% | 0.0% | 0.4% |
| ORA | 0.2% | 0.0% | 0.1% |
| MKSI | 0.7% | 0.0% | 0.6% |
| TWLO | 0.8% | 0.0% | 0.8% |
Where IJH and VTWAX differ
Sector weights as a share of each fund, ordered by the size of the gap rather than the size of the sector — two funds that overlap heavily still usually diverge somewhere.
| Sector | IJH | VTWAX | Δ |
|---|---|---|---|
| Information Technology | 13.9% | 30.1% | −16.2pp |
| Industrials | 25.5% | 11.5% | +14.0pp |
| Communication Services | 1.5% | 7.0% | −5.4pp |
| Real Estate | 6.9% | 2.1% | +4.8pp |
| Unclassified | 0.0% | 3.8% | −3.8pp |
| Health Care | 10.0% | 7.7% | +2.3pp |
| Materials | 5.5% | 3.3% | +2.2pp |
| Energy | 4.9% | 3.0% | +1.9pp |
Δ is IJH minus VTWAX, in percentage points. Sector data is not published by every issuer, so “Unclassified” is a real category rather than a gap in the table.
What each fund holds alone
0.2% of IJH by weight, held in no part of VTWAX.
95.4% of VTWAX by weight, held in no part of IJH.
A large count with a small weight is the usual shape: the positions one fund adds are typically its smallest ones.
Concentration and cost
| IJH | VTWAX | |
|---|---|---|
| Top 10 holdings | 7.6% | 20.5% |
| Positions held | 404 | 9,600 |
| Cost per $10,000 held, per year | $5 | $9 |
Cost is the expense ratio applied to $10,000; it excludes any brokerage commission, bid-ask spread or tax consequence. Figures are facts about the funds, not a suggestion about which to hold.
Frequently asked
How much do IJH and VTWAX overlap?
IJH and VTWAX overlap 3.8% by portfolio weight — largely distinct portfolios. They share 401 holdings. The figure comes from current issuer holdings files (IJH as of 2026-07-23, VTWAX as of 2026-06-30).
How is the overlap between IJH and VTWAX calculated?
As the sum of the smaller weight in each fund, over every holding both funds own: Σ min(wA, wB). If IJH holds a stock at 6% and VTWAX holds the same stock at 4%, 4% counts as shared. The result is bounded between 0% and 100%, and it is computed after looking through any fund-of-funds to the underlying holdings.
Is it redundant to hold both IJH and VTWAX?
That depends on your goals — we state facts, not advice. At 3.8% overlap, each fund still contributes meaningfully distinct exposure.
What does IJH own that VTWAX doesn't?
IJH holds 404 positions and VTWAX holds 9,600; 2 of IJH's positions don't appear in VTWAX at all, and they are 0.2% of IJH by weight.
You probably hold more than two funds
This page compares IJH and VTWAX. Paste your whole portfolio — brokerage, 401(k), IRA — and see the overlap across every fund at once, plus what you actually own underneath them and your own Effective Funds number. Free, no account, nothing stored.
X-ray my portfolio — free →Watch IJH vs VTWAX
We re-read both funds’ published holdings every weeknight. Leave an address and we'll tell you when what's inside actually changes.
Not sending yet — email alerts are built but switched off, and you'll be among the first when they turn on. No spam, one-click unsubscribe.
Related comparisons
Sources: issuer holdings files, IJH as of 2026-07-23, VTWAX as of 2026-06-30. Weights are fractions of each fund. Diagnostics, not advice.