ETF comparison
IWP vs VTV
US Mid Cap vs US Value.
iShares Russell Mid-Cap Growth ETF · Vanguard Morningstar Value ETF
Holdings overlap
35 positions appear in both funds. Buying equal dollars of IWP and VTV would leave roughly 4.4% 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
VTV 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 VTV.
Top shared holdings
35 shared in total| # | Holding | In IWP | In VTV | Overlap |
|---|---|---|---|---|
| 1 | Marathon Petroleum Corp. | 1.05% | 0.28% | 0.28% |
| 2 | United Rentals, Inc. | 0.45% | 0.27% | 0.27% |
| 3 | Simon Property Group, Inc. | 1.96% | 0.26% | 0.26% |
| 4 | Keysight Technologies, Inc. | 0.93% | 0.22% | 0.22% |
| 5 | Cardinal Health, Inc. | 0.70% | 0.21% | 0.21% |
| 6 | Rockwell Automation, Inc. | 1.25% | 0.21% | 0.21% |
| 7 | Vistra Corp. | 1.46% | 0.20% | 0.20% |
| 8 | Cencora, Inc. | 1.45% | 0.20% | 0.20% |
| 9 | Electronic Arts, Inc. | 0.19% | 0.19% | 0.19% |
| 10 | eBay, Inc. | 0.30% | 0.19% | 0.19% |
| 11 | Microchip Technology, Inc. | 1.33% | 0.19% | 0.19% |
| 12 | Sysco Corp. | 0.52% | 0.15% | 0.15% |
Only in IWP
231 total- Datadog, Inc. 2.34%
- Snowflake, Inc. 2.33%
- Cloudflare, Inc. 2.12%
- Teradyne, Inc. 2.07%
- Astera Labs, Inc. 2.02%
- 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 VTV
273 total- Micron Technology Inc 4.87%
- JPMorgan Chase & Co 3.06%
- Berkshire Hathaway Inc 2.95%
- Johnson & Johnson 2.29%
- Exxon Mobil Corp 2.12%
- Walmart Inc 1.86%
- Caterpillar Inc 1.83%
- AbbVie Inc 1.66%
- Cisco Systems Inc 1.56%
- UnitedHealth Group Inc 1.41%
Related comparisons
More comparisons with IWP
- IWP vs SPY · State Street SPDR S&P 500 ETF Trust 4.4%
- IWP vs QQQ · Invesco QQQ Trust 3.7%
- IWP vs DGRO · iShares Core Dividend Growth ETF 3.7%
- IWP vs VIG · Vanguard Dividend Appreciation Index Fund ETF Shares 3.2%
- IWP vs SCHD · Schwab U.S. Dividend Equity ETF 3.0%
- IWP vs IJR · iShares Core S&P Small-Cap ETF 1.3%
More comparisons with VTV
- VTV vs VUG · Vanguard Morningstar Growth ETF 3.7%
- VTV vs MGK · Vanguard Morningstar Mega Cap Growth ETF 2.0%
- VTV vs VB · Vanguard Morningstar Small-Cap ETF 0.8%
- VTV vs VBR · Vanguard Morningstar Small-Cap Value ETF 0.8%
- VTV vs SCHM · Schwab U.S. Mid-Cap ETF 0.5%
- VTV vs FNDA · Schwab Fundamental U.S. Small Company ETF 0.4%
Percentages are holdings overlap with the named fund.
Open IWP or VTV 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.