IJR vs VWO: 2% overlap

iShares Core S&P Small-Cap ETF and Vanguard FTSE Emerging Markets ETF share 2.3% of their portfolios by weight — computed as Σ min(wA, wB) over every holding both funds own.

Hold both, 50/50
2.0Effective Funds

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.

Overlap
2.3%
IJR expense ratio
0.06%
VWO expense ratio
0.06%

Top shared holdings

IJR and VWO hold 13 of the same securities. The ten contributing most to the overlap figure:

Holdingin IJRin VWOΔ
CASH2.1%4.2%2.1%
ABG0.2%0.1%0.1%
OUT0.3%0.0%0.2%
HTO0.1%0.0%0.1%
MRP0.2%0.0%0.2%
AMR0.1%0.0%0.1%
RES0.0%0.0%0.0%
MTH0.3%0.0%0.3%
STC0.1%0.0%0.1%
BOX0.2%0.0%0.2%

Where IJR and VWO 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.

SectorIJRVWOΔ
Information Technology12.1%31.6%19.4pp
Industrials18.5%5.9%+12.6pp
Unclassified0.0%9.3%9.3pp
Health Care10.5%2.8%+7.6pp
Consumer Discretionary13.8%7.9%+5.9pp
Real Estate6.2%1.6%+4.6pp
Cash and/or Derivatives2.1%4.2%2.1pp
Energy5.3%3.3%+2.0pp

Δ is IJR minus VWO, 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

Only in IJR
589 positions

95.8% of IJR by weight, held in no part of VWO.

Only in VWO
4,990 positions

95.6% of VWO by weight, held in no part of IJR.

A large count with a small weight is the usual shape: the positions one fund adds are typically its smallest ones.

Concentration and cost

IJRVWO
Top 10 holdings6.6%30.3%
Positions held6035,003
Cost per $10,000 held, per year$6$6

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 IJR and VWO overlap?

IJR and VWO overlap 2.3% by portfolio weight — largely distinct portfolios. They share 13 holdings. The figure comes from current issuer holdings files (IJR as of 2026-07-23, VWO as of 2026-06-30).

How is the overlap between IJR and VWO calculated?

As the sum of the smaller weight in each fund, over every holding both funds own: Σ min(wA, wB). If IJR holds a stock at 6% and VWO 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 IJR and VWO?

That depends on your goals — we state facts, not advice. At 2.3% overlap, each fund still contributes meaningfully distinct exposure.

What does IJR own that VWO doesn't?

IJR holds 603 positions and VWO holds 5,003; 589 of IJR's positions don't appear in VWO at all, and they are 95.8% of IJR by weight.

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Related comparisons

Sources: issuer holdings files, IJR as of 2026-07-23, VWO as of 2026-06-30. Weights are fractions of each fund. Diagnostics, not advice.