Skip to main content

ETF comparison

IWB vs VO

US Large Cap vs US Mid Cap.

iShares Russell 1000 ETF · Vanguard Morningstar Mid-Cap ETF

Holdings overlap

Weighted by ISIN/CUSIP
16.2 %

276 positions appear in both funds. Buying equal dollars of IWB and VO would leave roughly 16.2% of each dollar exposed to the same underlying securities.

IWB unmatched 83.7% Shared 16.2% VO unmatched 83.5%

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 IWB only
748 positions
Shared
276 positions
In VO only
6 positions

Side by side

IWB

iShares Russell 1000 ETF

iShares · US Large Cap

87 composite / 100
Expense ratio
0.15%
Net assets
$48.56B
TTM yield
0.92%
Top-10 conc.
33.4%
VO

Vanguard Morningstar Mid-Cap ETF

Vanguard · US Mid Cap

96 composite / 100
Expense ratio
0.030%
Net assets
$216.43B
whole fund, 5 share classes
TTM yield
1.00%
Top-10 conc.
9.5%

Sub-score comparison

85
Cost
97
89
Tax efficiency
88
100
Liquidity
100
67
Concentration
100
—
Tracking quality
—
IWB sub-score VO

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

Cost difference

VO is 12 bps cheaper than IWB. On a $100,000 position that's about $120/yr more in fees for IWB.

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 IWB vs VO.

Top shared holdings

276 shared in total
# Holding In IWB In VO Overlap
1 WESTERN DIGITAL CORPORATION 0.31% 1.06% 0.31%
2 VERTIV HOLDINGS CO 0.19% 1.22% 0.19%
3 QUANTA SERVICES, INC. 0.15% 1.04% 0.15%
4 HOWMET AEROSPACE INC. 0.15% 1.04% 0.15%
5 NEWMONT CORPORATION 0.14% 0.48% 0.14%
6 CUMMINS INC. 0.14% 0.95% 0.14%
7 FORTINET, INC. 0.13% 0.46% 0.13%
8 THE WILLIAMS COMPANIES, INC. 0.13% 0.44% 0.13%
9 JOHNSON CONTROLS INTERNATIONAL PUBLIC LIMITED COMPANY 0.13% 0.43% 0.13%
10 SNOWFLAKE INC. 0.12% 0.41% 0.12%
11 DATADOG, INC. 0.12% 0.83% 0.12%
12 BLOOM ENERGY CORPORATION 0.12% 0.79% 0.12%

Only in IWB

748 total
  • NVIDIA CORPORATION 6.72%
  • APPLE INC. 6.03%
  • MICROSOFT CORPORATION 3.99%
  • AMAZON.COM, INC. 3.33%
  • ALPHABET INC. 3.00%
  • BROADCOM INC. 2.53%
  • ALPHABET INC. 2.42%
  • MICRON TECHNOLOGY, INC. 1.87%
  • META PLATFORMS, INC. 1.78%
  • TESLA, INC. 1.77%

Only in VO

6 total
  • Seagate Technology Holdings PLC 1.05%
  • TE Connectivity PLC 0.57%
  • Waste Connections Inc 0.41%
  • Cerebras Systems Inc 0.06%
  • Symbotic Inc 0.01%
  • Venture Global Inc 0.01%

Percentages are holdings overlap with the named fund.

Open IWB 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.