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ETF comparison

IWP vs VUG

US Mid Cap vs US Large Cap Growth.

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

Holdings overlap

Weighted by ISIN/CUSIP
5.6 %

49 positions appear in both funds. Buying equal dollars of IWP and VUG would leave roughly 5.6% of each dollar exposed to the same underlying securities.

IWP unmatched 94.3% Shared 5.6% VUG unmatched 94.4%

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
217 positions
Shared
49 positions
In VUG only
97 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%
VUG

Vanguard Morningstar Growth ETF

Vanguard · US Large Cap Growth

86 composite / 100
Expense ratio
0.030%
Net assets
$392.07B
whole fund, 4 share classes
TTM yield
0.40%
Top-10 conc.
60.4%

Sub-score comparison

77
Cost
97
90
Tax efficiency
90
100
Liquidity
100
86
Concentration
28
—
Tracking quality
—
IWP sub-score VUG

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

Cost difference

VUG 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 VUG.

Top shared holdings

49 shared in total
# Holding In IWP In VUG Overlap
1 Datadog, Inc. 2.34% 0.26% 0.26%
2 Snowflake, Inc. 2.33% 0.25% 0.25%
3 Robinhood Markets, Inc. 1.75% 0.23% 0.23%
4 Cloudflare, Inc. 2.12% 0.23% 0.23%
5 Coherent Corp. 0.40% 0.23% 0.23%
6 Teradyne, Inc. 2.07% 0.23% 0.23%
7 Comfort Systems USA, Inc. 1.89% 0.21% 0.21%
8 Lumentum Holdings, Inc. 1.67% 0.20% 0.20%
9 WW Grainger, Inc. 1.39% 0.19% 0.19%
10 Rocket Lab Corp. 1.49% 0.18% 0.18%
11 Targa Resources Corp. 1.56% 0.18% 0.18%
12 Fastenal Co. 1.23% 0.17% 0.17%

Only in IWP

217 total
  • Simon Property Group, Inc. 1.96%
  • Vistra Corp. 1.46%
  • Cencora, Inc. 1.45%
  • Microchip Technology, Inc. 1.33%
  • Rockwell Automation, Inc. 1.25%
  • Credo Technology Group Holding Ltd. 1.23%
  • Jabil, Inc. 1.10%
  • Marathon Petroleum Corp. 1.05%
  • Natera, Inc. 1.01%
  • Anglogold Ashanti plc 1.01%

Only in VUG

97 total
  • NVIDIA Corp 12.63%
  • Apple Inc 11.67%
  • Microsoft Corp 7.61%
  • Alphabet Inc 5.76%
  • Alphabet Inc 4.53%
  • Amazon.com Inc 4.47%
  • Broadcom Inc 4.28%
  • Meta Platforms Inc 3.41%
  • Tesla Inc 3.27%
  • Eli Lilly & Co 2.81%

Percentages are holdings overlap with the named fund.

Open IWP or VUG 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.