ETF comparison
IWD vs VO
US Value vs US Mid Cap.
iShares Russell 1000 Value ETF · Vanguard Morningstar Mid-Cap ETF
Holdings overlap
229 positions appear in both funds. Buying equal dollars of IWD and VO would leave roughly 21.8% 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 15 bps cheaper than IWD. On a $100,000 position that's about $150/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 IWD vs VO.
Top shared holdings
229 shared in total| # | Holding | In IWD | In VO | Overlap |
|---|---|---|---|---|
| 1 | NEWMONT CORPORATION | 0.28% | 0.48% | 0.28% |
| 2 | THE WILLIAMS COMPANIES, INC. | 0.25% | 0.44% | 0.25% |
| 3 | JOHNSON CONTROLS INTERNATIONAL PUBLIC LIMITED COMPANY | 0.23% | 0.43% | 0.23% |
| 4 | AMERICAN ELECTRIC POWER COMPANY, INC. | 0.21% | 0.36% | 0.21% |
| 5 | CONSTELLATION ENERGY CORPORATION. | 0.21% | 0.78% | 0.21% |
| 6 | CRH PUBLIC LIMITED COMPANY | 0.20% | 0.69% | 0.20% |
| 7 | NORFOLK SOUTHERN CORPORATION | 0.20% | 0.34% | 0.20% |
| 8 | The Travelers Companies, Inc. | 0.20% | 0.34% | 0.20% |
| 9 | SLB N.V. | 0.19% | 0.67% | 0.19% |
| 10 | GENERAL MOTORS COMPANY | 0.19% | 0.67% | 0.19% |
| 11 | AON PUBLIC LIMITED COMPANY | 0.19% | 0.33% | 0.19% |
| 12 | FEDEX CORPORATION | 0.19% | 0.33% | 0.19% |
Only in IWD
641 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%
Only in VO
53 total- Vertiv Holdings Co 1.22%
- Western Digital Corp 1.06%
- Seagate Technology Holdings PLC 1.05%
- Quanta Services Inc 1.04%
- Howmet Aerospace Inc 1.04%
- Datadog Inc 0.83%
- Bloom Energy Corp 0.79%
- Cloudflare Inc 0.76%
- Teradyne Inc 0.73%
- Comfort Systems USA Inc 0.67%
Related comparisons
More comparisons with IWD
- IWD vs SDY · State Street SPDR S&P Dividend ETF 20.2%
- IWD vs VLUE · iShares MSCI USA Value Factor ETF 19.8%
- IWD vs MTUM · iShares MSCI USA Momentum Factor ETF 19.2%
- IWD vs JGRO · JPMorgan Active Growth ETF 19.0%
- IWD vs MGK · Vanguard Morningstar Mega Cap Growth ETF 18.6%
- IWD vs SPMO · Invesco S&P 500 Momentum ETF 18.3%
More comparisons with VO
- VO vs VYM · Vanguard High Dividend Yield Index Fund ETF Shares 21.7%
- VO vs AVMV · Avantis U.S. Mid Cap Value ETF 21.3%
- VO vs SPHB · Invesco S&P 500 High Beta ETF 21.2%
- VO vs DFAC · U.S. Core Equity 2 Portfolio-ETF Class Shares 21.0%
- VO vs DLN · WisdomTree U.S. LargeCap Dividend Fund 20.6%
- VO vs AVUS · Avantis US Equity ETF 19.6%
Percentages are holdings overlap with the named fund.
Open IWD 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.