IWR vs VBR Overlap

IWR is a mid-cap U.S. equity ETF from IShares, while VBR is a U.S. value equity ETF from Vanguard. IWR and VBR show meaningful overlap, with an estimated weighted overlap of 25.06%. They share 360 holdings in the loaded dataset, led by SNDK, EME, and NRG.

25.1% overlap
#
360Shared Holdings
OK
Moderate Overlap

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Quick Answer

IWR is a mid-cap U.S. equity ETF from IShares, while VBR is a U.S. value equity ETF from Vanguard. IWR and VBR show meaningful overlap, with an estimated weighted overlap of 25.06%. They share 360 holdings in the loaded dataset, led by SNDK, EME, and NRG.

  • 25.06% weighted overlap across 360 shared holdings.
  • The top three shared holdings explain 4.67% of the measured overlap.
  • IWR and VBR are closer in breadth than a broad-vs-niche ETF pair.
  • The overlap is mostly explained by the top shared positions rather than sector labels alone.
  • Holding both may add less diversification than the fund names imply.

Data Freshness

IWR holdings
Mar 12, 2026
VBR holdings
Mar 12, 2026
Overlap computed
Mar 15, 2026
Data source
Financial Modeling Prep

Review the methodology for the overlap formula and refresh policy.

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About These ETFs

ETF A

IWR

iShares Russell Mid-Cap ETF

Issuer
IShares
Asset class
Equity
Expense ratio
0.18%
AUM
$48B
Inception
Jul 17, 2001

ETF B

VBR

Vanguard Small-Cap Value ETF

Issuer
Vanguard
Asset class
Small/Micro Cap Equity
Expense ratio
0.05%
AUM
$62B
Inception
Jan 26, 2004

What Stands Out In This Comparison

01

What This Means

IWR is a mid-cap U.S. equity ETF from IShares, while VBR is a U.S. value equity ETF from Vanguard. IWR and VBR overlap enough to matter, but they still bring different exposures to a portfolio. The overlap is concentrated in holdings such as SNDK, EME, and NRG, which explains why the score lands at 25.06%.

02

How They Differ

IWR is a mid-cap U.S. equity ETF from IShares, while VBR is a U.S. value equity ETF from Vanguard. Neither fund clearly dominates on breadth, so the practical difference is more about weighting, index construction, and cost. VBR has the lower expense ratio, while IWR charges more for its exposure.

03

What Drives The Overlap

The overlap is driven by a relatively small set of large shared positions. The top three shared holdings account for 4.67% of the score, which means the result is heavily influenced by the biggest common weights rather than a long tail of tiny positions.

04

When One May Fit Better

Because IWR and VBR are closer in breadth, the better fit usually comes down to index methodology, issuer preference, and cost. VBR has the lower expense ratio, while IWR charges more for its exposure.

Overlap Driver Snapshot

Concentration

The top three shared holdings explain 4.67% of the full overlap score.

That helps show whether the score comes from a handful of giant shared positions or from a broader mix of common holdings.

Shared Sector Tilt

Sector tags are not consistently available for the biggest shared positions in this dataset, so this comparison leans more on the specific holdings than on sector labels.

Top Shared Holdings

These are the holdings contributing the most to the overlap score between IWR and VBR.

HoldingIWR Wt.VBR Wt.Overlap
SNDK0.68%0.93%0.68%
EME0.25%0.75%0.25%
NRG0.24%0.68%0.24%
TPR0.24%0.60%0.24%
ATO0.23%0.63%0.23%
TER0.37%0.22%0.22%
JBL0.21%0.56%0.21%
OMC0.20%0.57%0.20%
HUBB0.20%0.30%0.20%
STLD0.19%0.29%0.19%

Why These ETFs Overlap

IWR is a mid-cap U.S. equity ETF from IShares, while VBR is a U.S. value equity ETF from Vanguard. The overlap exists because both funds allocate meaningful weight to the same holdings. In this dataset, the biggest shared drivers are SNDK, EME, and NRG, which appear in both portfolios and push the overlap score higher.

Holding both IWR and VBR can still be reasonable, but you should expect some duplication. The decision comes down to whether the non-overlapping parts of each ETF are important enough for your strategy.

Related Comparisons

Frequently Asked Questions About IWR and VBR

What is the overlap between IWR and VBR?+
IWR and VBR currently show an estimated weighted overlap of 25.06% based on the loaded holdings data.
How many holdings do IWR and VBR share?+
They share 360 holdings in the current dataset.
Is the IWR and VBR overlap high?+
The current verdict is Moderate Overlap. That means the two ETFs have noticeable duplication in portfolio weight.
Why do IWR and VBR overlap?+
IWR and VBR overlap because the same large positions appear in both funds. In this comparison, the top three shared holdings explain 4.67% of the measured overlap score.
Which ETF is broader, IWR or VBR?+
IWR and VBR look closer in breadth than a broad-vs-niche pair, so the main difference is more about strategy and weighting than simple market coverage.

How Overlap Is Calculated

A straightforward approach used by portfolio analysts.

Overlap = sum(min(Weight_A, Weight_B)) for each shared holding

For every stock that appears in both ETFs, we take the smaller of the two weights. Adding up all those minimums gives the total overlap percentage. A score of 100% means the two ETFs hold the exact same stocks in the same proportions.

Want the full explanation? Read the methodology page.

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