Skip to main content

ETF comparison

ITOT vs IWR

US Total Market vs US Mid Cap.

iShares Core S&P Total U.S. Stock Market ETF · iShares Russell Mid-Cap ETF

Holdings overlap

Weighted by ISIN/CUSIP
18.7 %

798 positions appear in both funds. Buying equal dollars of ITOT and IWR would leave roughly 18.7% of each dollar exposed to the same underlying securities.

ITOT unmatched 81.0% Shared 18.7% IWR unmatched 81.1%

Unmatched is the part of a fund's weight the other fund doesn't match: names only it holds, plus any extra weight it puts in names both funds hold.

In ITOT only
1,700 positions
Shared
798 positions
In IWR only
26 positions

Side by side

ITOT

iShares Core S&P Total U.S. Stock Market ETF

iShares · US Total Market

92 composite / 100
Expense ratio
0.030%
Net assets
$95.86B
TTM yield
1.02%
Top-10 conc.
32.1%
IWR

iShares Russell Mid-Cap ETF

iShares · US Mid Cap

90 composite / 100
Expense ratio
0.18%
Net assets
$54.90B
TTM yield
1.16%
Top-10 conc.
5.6%

Sub-score comparison

97
Cost
82
88
Tax efficiency
88
100
Liquidity
100
68
Concentration
100
—
Tracking quality
—
ITOT sub-score IWR

Tracking quality isn't part of the composite — see what we don't score for why.

Cost difference

ITOT is 15 bps cheaper than IWR. On a $100,000 position that's about $150/yr more in fees for IWR.

Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open the cost calculator pre-filled with ITOT vs IWR.

Top shared holdings

798 shared in total
# Holding In ITOT In IWR Overlap
1 Snowflake, Inc. 0.12% 0.61% 0.12%
2 Datadog, Inc. 0.12% 0.62% 0.12%
3 Robinhood Markets, Inc. 0.11% 0.56% 0.11%
4 Royal Caribbean Cruises Ltd. 0.11% 0.58% 0.11%
5 Cloudflare, Inc. 0.11% 0.56% 0.11%
6 Coherent Corp. 0.11% 0.50% 0.11%
7 Teradyne, Inc. 0.10% 0.55% 0.10%
8 Marathon Petroleum Corp. 0.10% 0.54% 0.10%
9 Simon Property Group, Inc. 0.10% 0.52% 0.10%
10 United Rentals, Inc. 0.10% 0.51% 0.10%
11 Comfort Systems USA, Inc. 0.10% 0.50% 0.10%
12 Phillips 66 0.09% 0.49% 0.09%

Only in ITOT

1,700 total
  • NVIDIA Corp. 6.63%
  • Apple, Inc. 5.81%
  • Microsoft Corp. 3.79%
  • Amazon.com, Inc. 3.19%
  • Alphabet, Inc. 2.86%
  • Broadcom, Inc. 2.45%
  • Alphabet, Inc. 2.29%
  • Micron Technology, Inc. 1.78%
  • Meta Platforms, Inc. 1.69%
  • Tesla, Inc. 1.62%

Only in IWR

26 total
  • Anglogold Ashanti plc 0.29%
  • Restaurant Brands International, Inc. 0.18%
  • Viking Holdings Ltd. 0.13%
  • IREN Ltd. 0.11%
  • Ascendis Pharma A/S 0.10%
  • GLOBALFOUNDRIES, Inc. 0.07%
  • GFL Environmental, Inc. 0.07%
  • Millicom International Cellular SA 0.06%
  • QIAGEN NV 0.06%
  • On Holding AG 0.06%

Percentages are holdings overlap with the named fund.

Open ITOT or IWR at a brokerage

Both funds trade commission-free at major US brokerages.

Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodology and funding disclosure.

Holdings overlap is the sum of min(weight_a, weight_b) over positions matched on ISIN (CUSIP fallback). Methodology: see /methodology/.

Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.