ETF comparison

IWPvsVO

Both US Mid Cap.

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

Holdings overlap

Weighted by ISIN/CUSIP
24.4%

82 positions appear in both funds. Buying equal dollars of IWP and VO would leave roughly24.4%of each dollar exposed to the same underlying securities.

IWP only 79.3%Shared 24.4%VO only 75.3%
In IWP only
186 positions
Shared
82 positions
In VO only
200 positions

Side by side

IWP

iShares Russell Mid-Cap Growth ETF

iShares · US Mid Cap

86composite / 100
Expense ratio
0.23%
Net assets
$19.76B
TTM yield
0.36%
Top-10 conc.
21.9%
VO

Vanguard Morningstar Mid-Cap ETF

Vanguard · US Mid Cap

96composite / 100
Expense ratio
0.030%
Net assets
$226.38B
TTM yield
1.33%
Top-10 conc.
9.5%

Sub-score comparison

77
Cost
97
90
Tax efficiency
88
100
Liquidity
100
83
Concentration
100
Tracking quality
IWPsub-scoreVO

Tracking quality isn't part of the composite — seewhat we don't scorefor why.

Cost difference

VO 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 thecost calculator pre-filled with IWP vs VO.

Top shared holdings

82 shared in total
#HoldingIn IWPIn VOOverlap
1Datadog, Inc.2.34%0.83%0.83%
2Robinhood Markets, Inc.1.75%0.77%0.77%
3Cloudflare, Inc.2.12%0.76%0.76%
4Royal Caribbean Cruises Ltd.1.24%0.74%0.74%
5Teradyne, Inc.2.07%0.73%0.73%
6Marathon Petroleum Corp.1.05%0.72%0.72%
7Comfort Systems USA, Inc.1.89%0.67%0.67%
8Simon Property Group, Inc.1.96%0.67%0.67%
9Lumentum Holdings, Inc.1.67%0.65%0.65%
10WW Grainger, Inc.1.39%0.59%0.59%
11Keysight Technologies, Inc.0.93%0.58%0.58%
12Rocket Lab Corp.1.49%0.57%0.57%

Only in IWP

186 total
  • BlackRock Funds III3.70%
  • Credo Technology Group Holding Ltd.1.23%
  • Jabil, Inc.1.10%
  • Natera, Inc.1.01%
  • Anglogold Ashanti plc1.01%
  • EMCOR Group, Inc.1.00%
  • Revolution Medicines, Inc.0.98%
  • Carpenter Technology Corp.0.81%
  • NRG Energy, Inc.0.81%
  • Tapestry, Inc.0.81%

Only in VO

200 total
  • Vertiv Holdings Co1.22%
  • Western Digital Corp1.06%
  • Seagate Technology Holdings PLC1.05%
  • Quanta Services Inc1.04%
  • Howmet Aerospace Inc1.04%
  • Cummins Inc0.95%
  • Bloom Energy Corp0.79%
  • Constellation Energy Corp0.78%
  • Valero Energy Corp0.75%
  • TransDigm Group Inc0.72%

Open IWP 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 methodologyand 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.