ETF comparison
IUSV vs VO
US Value vs US Mid Cap.
iShares Core S&P U.S. Value ETF · Vanguard Morningstar Mid-Cap ETF
Holdings overlap
223 positions appear in both funds. Buying equal dollars of IUSV and VO would leave roughly 25.8% of each dollar exposed to the same underlying securities.
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.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — see what we don't score for why.
Cost difference
VO is 1 bps cheaper than IUSV. On a $100,000 position that's about $10/yr more in fees for IUSV.
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 IUSV vs VO.
Top shared holdings
223 shared in total| # | Holding | In IUSV | In VO | Overlap |
|---|---|---|---|---|
| 1 | WESTERN DIGITAL CORP | 0.72% | 1.06% | 0.72% |
| 2 | WILLIAMS COMPANIES INC (THE) | 0.29% | 0.44% | 0.29% |
| 3 | SEAGATE TECHNOLOGY HOLDINGS PLC | 0.25% | 1.05% | 0.25% |
| 4 | VALERO ENERGY CORP | 0.25% | 0.75% | 0.25% |
| 5 | MARATHON PETROLEUM CORP | 0.24% | 0.72% | 0.24% |
| 6 | AMERICAN ELECTRIC POWER COMPANY INC | 0.24% | 0.36% | 0.24% |
| 7 | CRH PLC | 0.23% | 0.69% | 0.23% |
| 8 | AON PLC | 0.23% | 0.33% | 0.23% |
| 9 | NORFOLK SOUTHERN CORP | 0.23% | 0.34% | 0.23% |
| 10 | TRAVELERS COMPANIES INC (THE) | 0.23% | 0.34% | 0.23% |
| 11 | GENERAL MOTORS COMPANY | 0.23% | 0.67% | 0.23% |
| 12 | SLB LTD | 0.23% | 0.67% | 0.23% |
Only in IUSV
514 total- APPLE INC 6.90%
- AMAZON.COM INC 3.56%
- INTEL CORP 2.14%
- EXXONMOBIL HOLDINGS CORP 1.84%
- WALMART INC 1.61%
- TESLA INC 1.46%
- COSTCO WHOLESALE CORP 1.35%
- UNITEDHEALTH GROUP INC 1.23%
- BANK OF AMERICA CORP 1.21%
- HOME DEPOT INC (THE) 1.14%
Only in VO
59 total- Vertiv Holdings Co 1.22%
- Quanta Services Inc 1.04%
- Howmet Aerospace Inc 1.04%
- Datadog Inc 0.83%
- Bloom Energy Corp 0.79%
- Robinhood Markets Inc 0.77%
- Cloudflare Inc 0.76%
- Coherent Corp 0.75%
- Royal Caribbean Cruises Ltd 0.74%
- TransDigm Group Inc 0.72%
Related comparisons
More comparisons with IUSV
- IUSV vs VUG · Vanguard Morningstar Growth ETF 25.3%
- IUSV vs IWF · iShares Russell 1000 Growth ETF 22.9%
- IUSV vs VOE · Vanguard Morningstar Mid-Cap Value ETF 19.1%
- IUSV vs RPV · Invesco S&P 500 Pure Value ETF 17.4%
- IUSV vs SCHD · Schwab U.S. Dividend Equity ETF 15.4%
- IUSV vs VB · Vanguard Morningstar Small-Cap ETF 11.2%
More comparisons with VO
- VO vs DFUV · Dimensional US Marketwide Value ETF 24.5%
- VO vs IWP · iShares Russell Mid-Cap Growth ETF 24.4%
- VO vs VONV · Vanguard Russell 1000 Value Index Fund ETF Shares 24.2%
- VO vs VLUE · iShares MSCI USA Value Factor ETF 24.0%
- VO vs SUSA · iShares ESG Optimized MSCI USA ETF 23.1%
- VO vs FVD · First Trust Value Line Dividend Index Fund 23.1%
Percentages are holdings overlap with the named fund.
Open IUSV or VO 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.