ETF comparison
IWP vs VIG
US Mid Cap vs Dividend.
iShares Russell Mid-Cap Growth ETF · Vanguard Dividend Appreciation Index Fund ETF Shares
Holdings overlap
29 positions appear in both funds. Buying equal dollars of IWP and VIG would leave roughly 3.2% 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
VIG is 19 bps cheaper than IWP. On a $100,000 position that's about $190/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 VIG.
Top shared holdings
29 shared in total| # | Holding | In IWP | In VIG | Overlap |
|---|---|---|---|---|
| 1 | Comfort Systems USA, Inc. | 1.89% | 0.26% | 0.26% |
| 2 | Cencora, Inc. | 1.45% | 0.26% | 0.26% |
| 3 | WW Grainger, Inc. | 1.39% | 0.26% | 0.26% |
| 4 | Fastenal Co. | 1.23% | 0.24% | 0.24% |
| 5 | Cardinal Health, Inc. | 0.70% | 0.23% | 0.23% |
| 6 | Rockwell Automation, Inc. | 1.25% | 0.23% | 0.23% |
| 7 | Sysco Corp. | 0.52% | 0.18% | 0.18% |
| 8 | Microchip Technology, Inc. | 1.33% | 0.17% | 0.17% |
| 9 | Zoetis, Inc. | 0.65% | 0.14% | 0.14% |
| 10 | Casey's General Stores, Inc. | 0.71% | 0.14% | 0.14% |
| 11 | Phillips 66 | 0.11% | 0.37% | 0.11% |
| 12 | Texas Pacific Land Corp. | 0.70% | 0.10% | 0.10% |
Only in IWP
237 total- Datadog, Inc. 2.34%
- Snowflake, Inc. 2.33%
- Cloudflare, Inc. 2.12%
- Teradyne, Inc. 2.07%
- Astera Labs, Inc. 2.02%
- Simon Property Group, Inc. 1.96%
- Robinhood Markets, Inc. 1.75%
- Lumentum Holdings, Inc. 1.67%
- Targa Resources Corp. 1.56%
- Rocket Lab Corp. 1.49%
Only in VIG
304 total- Broadcom Inc 4.63%
- Apple Inc 4.45%
- Microsoft Corp 4.34%
- JPMorgan Chase & Co 4.07%
- Eli Lilly & Co 3.93%
- ExxonMobil Holdings Corp 2.78%
- Johnson & Johnson 2.67%
- Visa Inc 2.45%
- Walmart Inc 2.11%
- Mastercard Inc 2.00%
Related comparisons
More comparisons with IWP
More comparisons with VIG
- VIG vs IJH · iShares Core S&P Mid-Cap ETF 3.1%
- VIG vs IVOO · Vanguard S&P Mid-Cap 400 Index Fund ETF Shares 3.1%
- VIG vs MDY · State Street SPDR S&P MIDCAP 400 ETF Trust 3.1%
- VIG vs SPMD · State Street SPDR Portfolio S&P 400 Mid Cap ETF 3.1%
- VIG vs SMLF · iShares U.S. Small-Cap Equity Factor ETF 3.0%
- VIG vs FDL · First Trust Morningstar Dividend Leaders Index Fund 2.9%
Percentages are holdings overlap with the named fund.
Open IWP or VIG 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.