ETF comparison
IVOO vs IWS
Both US Mid Cap.
Vanguard S&P Mid-Cap 400 Index Fund ETF Shares · iShares Russell Mid-Cap Value ETF
Holdings overlap
281 positions appear in both funds. Buying equal dollars of IVOO and IWS would leave roughly 24.2% 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 16 bps cheaper than IWS. On a $100,000 position that's about $160/yr more in fees for IWS.
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 IWS.
Top shared holdings
281 shared in total| # | Holding | In IVOO | In IWS | Overlap |
|---|---|---|---|---|
| 1 | Flex Ltd | 1.58% | 0.58% | 0.58% |
| 2 | MKS Instruments Inc | 0.62% | 0.27% | 0.27% |
| 3 | Illumina Inc | 0.71% | 0.26% | 0.26% |
| 4 | Twilio Inc | 0.82% | 0.25% | 0.25% |
| 5 | Entegris Inc | 0.60% | 0.23% | 0.23% |
| 6 | Okta Inc | 0.60% | 0.22% | 0.22% |
| 7 | United Therapeutics Corp | 0.68% | 0.22% | 0.22% |
| 8 | US Foods Holding Corp | 0.51% | 0.22% | 0.22% |
| 9 | RB Global Inc | 0.56% | 0.21% | 0.21% |
| 10 | TD SYNNEX Corp | 0.56% | 0.20% | 0.20% |
| 11 | Reliance Inc | 0.57% | 0.19% | 0.19% |
| 12 | ITT Inc | 0.48% | 0.17% | 0.17% |
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 IWS
439 total- WARNER BROS. DISCOVERY INC 0.63%
- PHILLIPS 66 0.62%
- DIGITAL REALTY TRUST INC 0.62%
- KINDER MORGAN INC 0.61%
- ALLSTATE CORP (THE) 0.60%
- HEWLETT PACKARD ENTERPRISE COMPANY 0.59%
- REALTY INCOME CORP 0.57%
- DELTA AIR LINES INC 0.56%
- CORTEVA INC 0.56%
- AMETEK INC 0.54%
Related comparisons
More comparisons with IVOO
- IVOO vs IWR · iShares Russell Mid-Cap ETF 22.8%
- IVOO vs IWP · iShares Russell Mid-Cap Growth ETF 18.1%
- IVOO vs IWM · iShares Russell 2000 ETF 11.1%
- IVOO vs IWD · iShares Russell 1000 Value ETF 6.9%
- 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%
More comparisons with IWS
- IWS vs IJH · iShares Core S&P Mid-Cap ETF 24.0%
- IWS vs SPMD · State Street SPDR Portfolio S&P 400 Mid Cap ETF 24.0%
- IWS vs MDY · State Street SPDR S&P MIDCAP 400 ETF Trust 22.6%
- IWS vs VYM · Vanguard High Dividend Yield Index Fund ETF Shares 21.3%
- IWS vs VTV · Vanguard Morningstar Value ETF 18.8%
- IWS vs IJJ · iShares S&P Mid-Cap 400 Value ETF 18.2%
Percentages are holdings overlap with the named fund.
Open IVOO or IWS 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.