IWF vs VOO: Complete Comparison

iShares Russell 1000 Growth ETF vs Vanguard S&P 500 ETF โ€” overlap, correlation, performance & risk analysis

Holdings Overlap
63.87%
High Overlap
Shared Holdings
158 of 322
Complete portfolio analysis
Calculation Method
Min Weight
Weighted intersection

Visual Overlap

IWF
VOO
63.9%
IWF Only
Overlap
VOO Only

Price Performance

Historical price comparison over 3M

IWF Return
+6.89%
VOO Return
+8.73%
Winner
VOO
+1.84%
Max Drawdown
IWF: -13.3%
VOO: -8.9%
IWF Volatility (annualized)18.15%
VOO Volatility (annualized)14.09%

๐Ÿ“ˆ Comparison

Metric
IWF
VOO
1 Year Return
+32.5%โœ“
+26.5%
3 Year Return
+13.5%โœ“
+10.2%
5 Year Return
+19.2%โœ“
+15.8%
Volatility
21.50%
18.20%โœ“
Expense Ratio
0.19%
0.03%โœ“
โš ๏ธ Past performance does not guarantee future results. Data may be delayed.

โš ๏ธRisk Metrics

Metric
IWF
VOO
Volatility
21.50%
18.20%โœ“
Sharpe Ratio
0.88โœ“
0.82
Sortino Ratio
1.22โœ“
1.15
Max Drawdown
-36.50%
-33.80%โœ“
Beta
1.15
1.00

Interpretation:

  • ๐Ÿ“Š Lower volatility = smoother ride
  • โšก Higher Sharpe/Sortino = better risk-adjusted returns
  • โš ๏ธ Smaller max drawdown = less worst-case pain
  • ๐Ÿ“ˆ Beta > 1 = more volatile than S&P 500

โš”๏ธ Comparison

5 - 11

๐Ÿ† VOO wins this comparison

Key Factors

๐Ÿ’ฐ Expense Ratio
IWF:0.19%โœ“
vs
VOO:0.03%โœ“
๐ŸŽฏ Number of Holdings
IWF:475 holdingsโœ“
vs
VOO:503 holdingsโœ“
๐Ÿ“ˆ 5-Year Return
IWF:+19.2%โœ“
vs
VOO:+15.8%โœ“
โ–ถAdditional Metrics (5)
โš–๏ธ Concentration Risk
IWF: 61.3% in top 10
VOO: 39.6% in top 10โœ“
๐Ÿ“Š Assets Under Management
IWF: $85B โœ“
VOO: $380B โœ“
โšก Sharpe Ratio
IWF: 0.88
VOO: 0.82
๐Ÿ“‰ Volatility
IWF: 21.5%
VOO: 18.2%โœ“
๐Ÿ” Uniqueness vs SPY
IWF: 39.6% uniqueโœ“
VOO: 18.4% unique

Bottom line: VOO wins with better expense ratio and number of holdings. Consider VOO for your portfolio, but IWF is still a solid choice if you prefer its specific advantages.

Detailed Overlap Analysis

158 shared holdings representing 63.9% portfolio overlap

Top Shared Holdings

#StockIWF WeightVOO WeightOverlap
1
NVDA
NVIDIA CORP
12.71%7.37%7.37%
2
AAPL
APPLE INC
11.91%7.07%7.07%
3
MSFT
MICROSOFT CORP
10.73%6.24%6.24%
4
AMZN
AMAZON COM INC
4.24%3.86%3.86%
5
AVGO
BROADCOM INC
5.62%3.24%3.24%
6
GOOGL
ALPHABET INC CLASS A
3.56%3.18%3.18%
7
GOOG
ALPHABET INC CLASS C
2.91%2.55%2.55%
8
META
META PLATFORMS INC CLASS A
3.29%2.40%2.40%
9
TSLA
TESLA INC
3.85%2.06%2.06%
10
LLY
ELI LILLY
2.47%1.46%1.46%

Overlap by Sector

Technology
13 stocks ยท 33.25% overlap
Other
115 stocks ยท 7.70% overlap
Consumer Discretionary
4 stocks ยท 6.23% overlap
Healthcare
6 stocks ยท 2.55% overlap
Financials
5 stocks ยท 2.02% overlap

Showing top 5 sectors by overlap contribution

158
Shared Stocks
63.9%
Total Overlap
5
Sectors Represented

Top Holdings Only in IWF

Unique to IWF

โ†Scroll horizontally to see all dataโ†’
SymbolNameWeight
PLTRPALANTIR TECHNOLOGIES INC CLASS A1.25%
ORCLORACLE CORP1.15%
GEGE AEROSPACE0.94%
HDHOME DEPOT INC0.82%
LRCXLAM RESEARCH CORP0.66%

Top Holdings Only in VOO

Unique to VOO

โ†Scroll horizontally to see all dataโ†’
SymbolNameWeight
BRK-BBRK-B1.61%
JPMJPM1.40%
JNJJNJ0.85%
XOMXOM0.84%
ACNACN0.27%

Price Correlation

How We Calculate Overlap

We use the minimum weight method with normalization to calculate portfolio overlap:

Overlap = ฮฃ min(weightA, weightB) for each shared holding

Normalization: Holdings weights are normalized to sum to 100% before comparison. This ensures accurate overlap calculations even when analyzing partial holdings data (e.g., top 50 positions).

Conservative approach: We consider only the smaller allocation for each shared position, giving you a realistic view of true portfolio overlap.

๐Ÿ“Š This analysis is based on publicly available holdings data. For the most current and complete holdings information, please visit the official ETF provider websites.

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