ETF and Mutual Fund Analysis

Holdings as of March 31, 2026 (IJH) and May 31, 2026 (VWELX)

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

Home > Compare > IJH vs VWELX Holdings as of March 31, 2026 (IJH) and May 31, 2026 (VWELX)

IJH vs VWELX: Portfolio Overlap

iShares Core S&P Mid-Cap ETF vs Vanguard Wellington Fund

0.5%
Weighted portfolio overlap
Low Overlap

Low Overlap. The two portfolios have highly distinct allocations: little of the weight sits in the same stocks.

IJH
399 equity holdings
as of March 31, 2026
VWELX
82 equity holdings
as of May 31, 2026
1 stocks held in common
Overlap View Venn Diagram
0.5% OVERLAP IJH VWELX
Overlapping Holdings
1 Sorted by overlap contribution
# Stock IJH VWELX Overlap%
1
USFD
 0.64% 0.47% 0.47%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in IJH — iShares Core S&P Mid-Cap ETF
StockWeight
TechnipFMC plc0.88%
CASY0.85%
UTHR0.80%
CW0.79%
FLEX LTD0.76%
Only in VWELX — VANGUARD WELLINGTON FUND
StockWeight
NVDA7.89%
GOOGL7.36%
AAPL6.29%
MSFT5.77%
AMZN5.30%

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Frequently Asked Questions (FAQs)
What is the portfolio overlap between IJH and VWELX?

IJH (iShares Core S&P Mid-Cap ETF) and VWELX (Vanguard Wellington Fund) share 0.5% portfolio overlap as of IJH's March 31, 2026 filing and VWELX's May 31, 2026 filing, across 1 common stock. Overlap is the sum of the smaller weight of each shared stock, so it reads as the share of a dollar that lands on the same companies in both funds.

Do IJH and VWELX invest in the same stocks?

Mostly not. Only a small portion of their portfolios overlaps — these funds hold largely different stocks and genuinely diversify each other.

What are the top stocks held by both IJH and VWELX?

The most prominent shared holdings (by combined weight) are: USFD. See the full common-holdings table on this page for weights in each fund.

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