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ETF comparison

IWP vs VB

US Mid Cap vs US Small Cap.

iShares Russell Mid-Cap Growth ETF · Vanguard Morningstar Small-Cap ETF

Holdings overlap

Weighted by ISIN/CUSIP
21.6 %

181 positions appear in both funds. Buying equal dollars of IWP and VB would leave roughly 21.6% of each dollar exposed to the same underlying securities.

IWP unmatched 78.3% Shared 21.6% VB unmatched 78.2%

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 IWP only
85 positions
Shared
181 positions
In VB only
1,128 positions

Side by side

IWP

iShares Russell Mid-Cap Growth ETF

iShares · US Mid Cap

87 composite / 100
Expense ratio
0.23%
Net assets
$19.35B
TTM yield
0.40%
Top-10 conc.
19.7%
VB

Vanguard Morningstar Small-Cap ETF

Vanguard · US Small Cap

96 composite / 100
Expense ratio
0.030%
Net assets
$175.77B
whole fund, 5 share classes
TTM yield
1.27%
Top-10 conc.
4.3%

Sub-score comparison

77
Cost
97
90
Tax efficiency
88
100
Liquidity
100
86
Concentration
100
—
Tracking quality
—
IWP sub-score VB

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

Cost difference

VB is 20 bps cheaper than IWP. On a $100,000 position that's about $200/yr more in fees for IWP.

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 IWP vs VB.

Top shared holdings

181 shared in total
# Holding In IWP In VB Overlap
1 Credo Technology Group Holding Ltd. 1.23% 0.55% 0.55%
2 Jabil, Inc. 1.10% 0.49% 0.49%
3 Revolution Medicines, Inc. 0.98% 0.46% 0.46%
4 Astera Labs, Inc. 2.02% 0.45% 0.45%
5 Natera, Inc. 1.01% 0.45% 0.45%
6 EMCOR Group, Inc. 1.00% 0.45% 0.45%
7 NRG Energy, Inc. 0.81% 0.37% 0.37%
8 Tapestry, Inc. 0.81% 0.36% 0.36%
9 Casey's General Stores, Inc. 0.71% 0.36% 0.36%
10 Carpenter Technology Corp. 0.81% 0.35% 0.35%
11 Curtiss-Wright Corp. 0.39% 0.34% 0.34%
12 FTAI Aviation Ltd. 0.75% 0.34% 0.34%

Only in IWP

85 total
  • Datadog, Inc. 2.34%
  • Snowflake, Inc. 2.33%
  • Cloudflare, Inc. 2.12%
  • Teradyne, Inc. 2.07%
  • Simon Property Group, Inc. 1.96%
  • Comfort Systems USA, Inc. 1.89%
  • Robinhood Markets, Inc. 1.75%
  • Lumentum Holdings, Inc. 1.67%
  • Targa Resources Corp. 1.56%
  • Rocket Lab Corp. 1.49%

Only in VB

1,128 total
  • Flex Ltd 0.36%
  • Atmos Energy Corp 0.35%
  • Illumina Inc 0.31%
  • Moderna Inc 0.30%
  • Smurfit Westrock PLC 0.29%
  • F5 Inc 0.29%
  • United Therapeutics Corp 0.28%
  • Okta Inc 0.28%
  • US Foods Holding Corp 0.27%
  • JB Hunt Transport Services Inc 0.27%

Percentages are holdings overlap with the named fund.

Open IWP or VB 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.