ETF and Mutual Fund Analysis

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

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

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

IJH vs VWENX: 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
VWENX
82 equity holdings
as of May 31, 2026
1 stocks held in common
Overlap View Venn Diagram
0.5% OVERLAP IJH VWENX
Overlapping Holdings
1 Sorted by overlap contribution
# Stock IJH VWENX 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 VWENX — VANGUARD WELLINGTON FUND
StockWeight
NVDA7.89%
GOOGL7.36%
AAPL6.29%
MSFT5.77%
AMZN5.30%

Run the full interactive analysis — compare up to 5 funds at once, see Venn diagrams, heatmaps, and more.

Run Full Analysis →
Frequently Asked Questions (FAQs)
What is the portfolio overlap between IJH and VWENX?

IJH (iShares Core S&P Mid-Cap ETF) and VWENX (Vanguard Wellington Fund) share 0.5% portfolio overlap as of IJH's March 31, 2026 filing and VWENX'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 VWENX 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 VWENX?

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

Related Comparisons
EAGRX — First Eagle Global Fund vs VWENX — VANGUARD WELLINGTON FUNDIJH — iShares Core S&P Mid-Cap ETF vs XLK — State Street(R) Technology Select Sector SPDR(R) ETFAWSHX — Washington Mutual Investors Fund vs IJH — iShares Core S&P Mid-Cap ETFCNWAX — New World Fund Inc vs IJH — iShares Core S&P Mid-Cap ETFIVV — iShares Core S&P 500 ETF vs VWENX — VANGUARD WELLINGTON FUNDSPY — SPDR® S&P 500® ETF Trust vs VWENX — VANGUARD WELLINGTON FUND