ETF comparison
IWD vs VOT
US Value vs US Mid Cap.
iShares Russell 1000 Value ETF · Vanguard Morningstar Mid-Cap Growth ETF
Holdings overlap
73 positions appear in both funds. Buying equal dollars of IWD and VOT would leave roughly 5.6% 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
VOT is 13 bps cheaper than IWD. On a $100,000 position that's about $130/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 VOT.
Top shared holdings
73 shared in total| # | Holding | In IWD | In VOT | Overlap |
|---|---|---|---|---|
| 1 | CONSTELLATION ENERGY CORPORATION. | 0.21% | 1.77% | 0.21% |
| 2 | FLEX LTD. | 0.17% | 0.65% | 0.17% |
| 3 | REALTY INCOME CORPORATION | 0.16% | 1.27% | 0.16% |
| 4 | AMETEK, INC. | 0.15% | 1.22% | 0.15% |
| 5 | Coherent Corp. | 0.15% | 1.70% | 0.15% |
| 6 | EDWARDS LIFESCIENCES CORPORATION | 0.14% | 1.15% | 0.14% |
| 7 | APOLLO GLOBAL MANAGEMENT, INC. | 0.14% | 0.53% | 0.14% |
| 8 | AUTOZONE, INC. | 0.13% | 1.16% | 0.13% |
| 9 | ELECTRONIC ARTS INC. | 0.12% | 0.57% | 0.12% |
| 10 | VENTAS, INC. | 0.12% | 0.95% | 0.12% |
| 11 | MOTOROLA SOLUTIONS, INC. | 0.12% | 1.52% | 0.12% |
| 12 | REPUBLIC SERVICES, INC. | 0.12% | 0.47% | 0.12% |
Only in IWD
797 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 VOT
49 total- Vertiv Holdings Co 2.83%
- Western Digital Corp 2.42%
- Seagate Technology Holdings PLC 2.38%
- Quanta Services Inc 2.38%
- Howmet Aerospace Inc 2.37%
- Datadog Inc 1.90%
- Bloom Energy Corp 1.80%
- Cloudflare Inc 1.72%
- Teradyne Inc 1.67%
- Comfort Systems USA Inc 1.53%
Related comparisons
More comparisons with IWD
- IWD vs IJJ · iShares S&P Mid-Cap 400 Value ETF 5.2%
- IWD vs FNDA · Schwab Fundamental U.S. Small Company ETF 5.0%
- IWD vs IWP · iShares Russell Mid-Cap Growth ETF 4.8%
- IWD vs DFAT · U.S. Targeted Value Portfolio-ETF Class Shares 4.8%
- IWD vs VBK · Vanguard Morningstar Small-Cap Growth ETF 4.6%
- IWD vs PEY · Invesco High Yield Equity Dividend Achievers ETF 4.2%
More comparisons with VOT
- VOT vs VTV · Vanguard Morningstar Value ETF 4.9%
- VOT vs VIG · Vanguard Dividend Appreciation Index Fund ETF Shares 4.1%
- VOT vs DGRO · iShares Core Dividend Growth ETF 3.4%
- VOT vs VYM · Vanguard High Dividend Yield Index Fund ETF Shares 3.2%
- VOT vs SCHD · Schwab U.S. Dividend Equity ETF 2.6%
- VOT vs VB · Vanguard Morningstar Small-Cap ETF 2.4%
Percentages are holdings overlap with the named fund.
Open IWD or VOT 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.