ETF and Mutual Fund Analysis

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

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

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

IJR vs VWENX: Portfolio Overlap

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

0.0%
Weighted portfolio overlap
Low Overlap

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

IJR
586 equity holdings
as of March 31, 2026
VWENX
82 equity holdings
as of May 31, 2026
0 stocks held in common
Overlap View Venn Diagram
0.0% OVERLAP IJR VWENX
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in IJR — iShares Core S&P Small-Cap ETF
StockWeight
EMN0.60%
PRIM0.53%
VIAV0.53%
ESI0.53%
AGX0.52%
Only in VWENX — 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 IJR and VWENX?

IJR (iShares Core S&P Small-Cap ETF) and VWENX (Vanguard Wellington Fund) share 0.0% portfolio overlap as of IJR's March 31, 2026 filing and VWENX's May 31, 2026 filing, across 0 common stocks. 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 IJR 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 IJR and VWENX?

The most prominent shared holdings (by combined weight) are: none found. See the full common-holdings table on this page for weights in each fund.

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