IJR vs VTV: how much do they really overlap?
IJR (iShares Core S&P Small-Cap ETF, tracking the S&P SmallCap 600) and VTV (Vanguard Value ETF, tracking the CRSP US Large Cap Value) overlap by roughly 0% by weight. 0 of IJR's top 10 holdings also appear in VTV. A 50/50 blend of the two behaves like about 404 equally-weighted bets (diversification grade A). In short, the two funds hold almost none of the same securities — they are complementary, not redundant.
The same companies, in both funds
These 0 holdings appear in both IJR and VTV. The weight columns show how much of each fund each name represents.
| Holding | in IJR | in VTV |
|---|
Only in IJR
iShares Core S&P Small-Cap ETF — US small-cap. Its biggest holdings that VTV doesn’t have:
| XTSLA BLK CSH FND TREASURY SL AGENCY | 1.96% |
| FORM FORMFACTOR INC | 0.67% |
| VSAT VIASAT INC | 0.66% |
| MOH MOLINA HEALTHCARE INC | 0.65% |
| AGX ARGAN INC | 0.60% |
| BTSG BRIGHTSPRING HEALTH SERVICES INC | 0.60% |
| ESI ELEMENT SOLUTIONS INC | 0.59% |
| MXL MAXLINEAR INC | 0.58% |
Only in VTV
Vanguard Value ETF — US large-cap value. Its biggest holdings that IJR doesn’t have:
| MU Micron Technology Inc. | 4.17% |
| JPM JPMorgan Chase & Co. | 2.88% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.82% |
| XOM Exxon Mobil Corp. | 2.31% |
| JNJ Johnson & Johnson | 2.07% |
| WMT Walmart Inc. | 1.93% |
| INTC Intel Corp. | 1.75% |
| CSCO Cisco Systems Inc. | 1.63% |
So — essentially different. Should you hold both?
IJR and VTV hold almost none of the same securities — they are complementary, not redundant. Held together they genuinely broaden your exposure — a 50/50 blend reaches ~404 effective positions (grade A), because they hold largely different securities.
Holdings as of — IJR: Jun 30, 2026 (iShares (BlackRock)); VTV: May 31, 2026 (Vanguard). Refreshed monthly. Overlap is measured across each fund’s largest holdings (top 50); the diffuse long tail barely moves the math.
See this for YOUR whole portfolio, free →IJR vs VTV — FAQ
- How much do IJR and VTV overlap?
- IJR and VTV overlap by approximately 0% measured by portfolio weight — that is the share of the smaller fund's holdings (by weight) that also sit inside the other. 0 of IJR's 10 largest holdings are also held by VTV. They share 0 of their listed top holdings in total.
- Is it redundant to hold both IJR and VTV?
- Because they hold almost none of the same securities — they are complementary, not redundant, holding both is not redundant — each fund covers largely different holdings, so together they broaden your exposure. A 50/50 blend has an effective 404 positions and a A diversification grade.
- What does VTV hold that IJR doesn't?
- VTV's largest holdings that IJR doesn't hold include MU, JPM, BRK.B, XOM, JNJ. Its category is US large-cap value, versus IJR's US small-cap.
- Which is more concentrated, IJR or VTV?
- IJR's top 10 holdings are 31% of its listed weight; VTV's are 41%. The more concentrated fund leans harder on its largest names.