ETF comparison
IVOO vs IWD
US Mid Cap vs US Value.
Vanguard S&P Mid-Cap 400 Index Fund ETF Shares · iShares Russell 1000 Value ETF
Holdings overlap
281 positions appear in both funds. Buying equal dollars of IVOO and IWD would leave roughly 6.9% 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
IVOO is 11 bps cheaper than IWD. On a $100,000 position that's about $110/yr more in fees for IWD.
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 IVOO vs IWD.
Top shared holdings
281 shared in total| # | Holding | In IVOO | In IWD | Overlap |
|---|---|---|---|---|
| 1 | Flex Ltd | 1.58% | 0.17% | 0.17% |
| 2 | MKS Instruments Inc | 0.62% | 0.08% | 0.08% |
| 3 | Illumina Inc | 0.71% | 0.07% | 0.07% |
| 4 | Twilio Inc | 0.82% | 0.07% | 0.07% |
| 5 | Entegris Inc | 0.60% | 0.07% | 0.07% |
| 6 | Okta Inc | 0.60% | 0.06% | 0.06% |
| 7 | United Therapeutics Corp | 0.68% | 0.06% | 0.06% |
| 8 | US Foods Holding Corp | 0.51% | 0.06% | 0.06% |
| 9 | RB Global Inc | 0.56% | 0.06% | 0.06% |
| 10 | TD SYNNEX Corp | 0.56% | 0.06% | 0.06% |
| 11 | Reliance Inc | 0.57% | 0.05% | 0.05% |
| 12 | Nextpower Inc | 0.66% | 0.05% | 0.05% |
Only in IVOO
119 total- Sterling Infrastructure Inc 0.75%
- XPO Inc 0.72%
- ATI Inc 0.68%
- MACOM Technology Solutions Holdings Inc 0.67%
- Fabrinet 0.67%
- Carpenter Technology Corp 0.67%
- MasTec Inc 0.66%
- Woodward Inc 0.59%
- Burlington Stores Inc 0.57%
- Lattice Semiconductor Corp 0.57%
Only in IWD
589 total- AMAZON.COM, INC. 5.93%
- APPLE INC. 5.37%
- MICROSOFT CORPORATION 3.88%
- BERKSHIRE HATHAWAY INC. 2.61%
- JPMORGAN CHASE & CO. 2.45%
- INTEL CORPORATION 1.72%
- JOHNSON & JOHNSON 1.71%
- EXXON MOBIL CORPORATION 1.59%
- CISCO SYSTEMS, INC. 1.30%
- WALMART INC. 1.27%
Related comparisons
More comparisons with IVOO
- IVOO vs ITOT · iShares Core S&P Total U.S. Stock Market ETF 5.0%
- IVOO vs VTI · Vanguard Morningstar Total Stock Market ETF 4.9%
- IVOO vs SCHB · Schwab U.S. Broad Market ETF 4.8%
- IVOO vs VYM · Vanguard High Dividend Yield Index Fund ETF Shares 4.5%
- IVOO vs DGRO · iShares Core Dividend Growth ETF 4.0%
- IVOO vs SCHD · Schwab U.S. Dividend Equity ETF 3.5%
More comparisons with IWD
- IWD vs IJH · iShares Core S&P Mid-Cap ETF 6.8%
- IWD vs SPMD · State Street SPDR Portfolio S&P 400 Mid Cap ETF 6.8%
- IWD vs MDY · State Street SPDR S&P MIDCAP 400 ETF Trust 6.8%
- IWD vs DON · WisdomTree U.S. MidCap Dividend Fund 6.1%
- IWD vs VOT · Vanguard Morningstar Mid-Cap Growth ETF 5.6%
- IWD vs IJJ · iShares S&P Mid-Cap 400 Value ETF 5.2%
Percentages are holdings overlap with the named fund.
Open IVOO or IWD 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.