IWF vs VV: 59% overlap

iShares Russell 1000 Growth ETF and Vanguard Large-Cap ETF share 59.3% of their portfolios by weight — computed as Σ min(wA, wB) over every holding both funds own.

Hold both, 50/50
1.4Effective Funds

You would hold two tickers and get the diversification of 1.4. Two funds that shared nothing would score 2.0; two identical funds score 1.0.

Overlap
59.3%
IWF expense ratio
0.19%
VV expense ratio
0.03%

Top shared holdings

IWF and VV hold 180 of the same securities. The ten contributing most to the overlap figure:

Holdingin IWFin VVΔ
NVDA15.1%7.3%7.8%
AAPL7.8%6.7%1.1%
MSFT4.4%4.4%0.0%
GOOGL5.7%3.3%2.4%
AVGO5.7%2.8%2.8%
GOOG4.7%2.6%2.1%
MU3.5%2.1%1.4%
META3.4%2.0%1.4%
TSLA2.9%1.9%1.0%
LLY2.9%1.6%1.3%

Where IWF and VV 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.

SectorIWFVVΔ
Information Technology55.0%38.1%+16.8pp
Financials4.7%11.6%6.9pp
Communication Services15.7%10.0%+5.8pp
Health Care5.6%8.9%3.3pp
Consumer Staples1.3%4.5%3.1pp
Energy0.5%3.0%2.5pp
Utilities0.3%2.0%1.7pp
Consumer Discretionary7.5%9.1%1.7pp

Δ is IWF minus VV, 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 IWF
189 positions

4.8% of IWF by weight, held in no part of VV.

Only in VV
254 positions

31.0% of VV by weight, held in no part of IWF.

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

Concentration and cost

IWFVV
Top 10 holdings56.1%36.6%
Positions held370434
Cost per $10,000 held, per year$19$3

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 IWF and VV overlap?

IWF and VV overlap 59.3% by portfolio weight — substantial duplication if you hold both. They share 180 holdings. The figure comes from current issuer holdings files (IWF as of 2026-07-23, VV as of 2026-06-30).

How is the overlap between IWF and VV calculated?

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

That depends on your goals — we state facts, not advice. At 59.3% overlap, each fund still contributes meaningfully distinct exposure.

What does IWF own that VV doesn't?

IWF holds 370 positions and VV holds 434; 189 of IWF's positions don't appear in VV at all, and they are 4.8% of IWF by weight.

You probably hold more than two funds

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Related comparisons

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