IWF vs VOO: Complete Comparison
iShares Russell 1000 Growth ETF vs Vanguard S&P 500 ETF โ overlap, correlation, performance & risk analysis
Visual Overlap
Price Performance
Historical price comparison over 3M
๐Performance Comparison
โ ๏ธRisk Metrics
Interpretation:
- ๐ Lower volatility = smoother ride
- โก Higher Sharpe/Sortino = better risk-adjusted returns
- โ ๏ธ Smaller max drawdown = less worst-case pain
- ๐ Beta > 1 = more volatile than S&P 500
โ๏ธHead-to-Head Comparison
๐ VOO wins this comparison
Key Factors
โถAdditional Metrics (5)
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
| # | Stock | IWF Weight | VOO Weight | Overlap |
|---|---|---|---|---|
| 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
Showing top 5 sectors by overlap contribution
Top Holdings Only in IWF
Unique to IWF
| Symbol | Name | Weight |
|---|---|---|
| PLTR | PALANTIR TECHNOLOGIES INC CLASS A | 1.25% |
| ORCL | ORACLE CORP | 1.15% |
| GE | GE AEROSPACE | 0.94% |
| HD | HOME DEPOT INC | 0.82% |
| LRCX | LAM RESEARCH CORP | 0.66% |
Top Holdings Only in VOO
Unique to VOO
| Symbol | Name | Weight |
|---|---|---|
| BRK-B | BRK-B | 1.61% |
| JPM | JPM | 1.40% |
| JNJ | JNJ | 0.85% |
| XOM | XOM | 0.84% |
| ACN | ACN | 0.27% |
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 holdingNormalization: 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.
๐ 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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