ETF comparison
IWP vs VYM
US Mid Cap vs Dividend.
iShares Russell Mid-Cap Growth ETF · Vanguard High Dividend Yield Index Fund ETF Shares
Holdings overlap
51 positions appear in both funds. Buying equal dollars of IWP and VYM would leave roughly 4.7% 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
VYM 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 VYM.
Top shared holdings
51 shared in total| # | Holding | In IWP | In VYM | Overlap |
|---|---|---|---|---|
| 1 | Marathon Petroleum Corp. | 1.05% | 0.38% | 0.38% |
| 2 | Royal Caribbean Cruises Ltd. | 1.24% | 0.32% | 0.32% |
| 3 | Targa Resources Corp. | 1.56% | 0.23% | 0.23% |
| 4 | Fastenal Co. | 1.23% | 0.22% | 0.22% |
| 5 | Rockwell Automation, Inc. | 1.25% | 0.22% | 0.22% |
| 6 | Cardinal Health, Inc. | 0.70% | 0.22% | 0.22% |
| 7 | eBay, Inc. | 0.30% | 0.21% | 0.21% |
| 8 | Yum! Brands, Inc. | 0.36% | 0.17% | 0.17% |
| 9 | Sysco Corp. | 0.52% | 0.17% | 0.17% |
| 10 | Microchip Technology, Inc. | 1.33% | 0.16% | 0.16% |
| 11 | Kimberly-Clark Corp. | 0.32% | 0.15% | 0.15% |
| 12 | NetApp, Inc. | 0.29% | 0.14% | 0.14% |
Only in IWP
215 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%
- Comfort Systems USA, Inc. 1.89%
- Robinhood Markets, Inc. 1.75%
- Lumentum Holdings, Inc. 1.67%
- Rocket Lab Corp. 1.49%
Only in VYM
553 total- Broadcom Inc 7.35%
- JPMorgan Chase & Co 3.82%
- ExxonMobil Holdings Corp 2.63%
- Johnson & Johnson 2.51%
- Cisco Systems Inc 1.86%
- AbbVie Inc 1.80%
- Bank of America Corp 1.66%
- UnitedHealth Group Inc 1.52%
- Caterpillar Inc 1.50%
- Chevron Corp 1.48%
Related comparisons
More comparisons with IWP
More comparisons with VYM
- VYM vs IJH · iShares Core S&P Mid-Cap ETF 4.5%
- VYM vs SPMD · State Street SPDR Portfolio S&P 400 Mid Cap ETF 4.5%
- VYM vs IVOO · Vanguard S&P Mid-Cap 400 Index Fund ETF Shares 4.5%
- VYM vs MDY · State Street SPDR S&P MIDCAP 400 ETF Trust 4.4%
- VYM vs SCHA · Schwab U.S. Small-Cap ETF 4.3%
- VYM vs IJJ · iShares S&P Mid-Cap 400 Value ETF 4.2%
Percentages are holdings overlap with the named fund.
Open IWP or VYM 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.