ETF comparison
IWR vs IWS
Both US Mid Cap.
iShares Russell Mid-Cap ETF · iShares Russell Mid-Cap Value ETF
Holdings overlap
720 positions appear in both funds. Buying equal dollars of IWR and IWS would leave roughly 76.3% 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
IWR is 5 bps cheaper than IWS. On a $100,000 position that's about $50/yr more in fees for IWS.
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 IWR vs IWS.
Top shared holdings
720 shared in total| # | Holding | In IWR | In IWS | Overlap |
|---|---|---|---|---|
| 1 | United Rentals, Inc. | 0.51% | 0.53% | 0.51% |
| 2 | Coherent Corp. | 0.50% | 0.54% | 0.50% |
| 3 | Phillips 66 | 0.49% | 0.62% | 0.49% |
| 4 | Warner Bros Discovery, Inc. | 0.46% | 0.63% | 0.46% |
| 5 | Digital Realty Trust, Inc. | 0.45% | 0.62% | 0.45% |
| 6 | Kinder Morgan, Inc. | 0.45% | 0.61% | 0.45% |
| 7 | Delta Air Lines, Inc. | 0.44% | 0.56% | 0.44% |
| 8 | Allstate Corp. (The) | 0.44% | 0.60% | 0.44% |
| 9 | Hewlett Packard Enterprise Co. | 0.43% | 0.59% | 0.43% |
| 10 | Flex Ltd. | 0.43% | 0.58% | 0.43% |
| 11 | Realty Income Corp. | 0.42% | 0.57% | 0.42% |
| 12 | Corteva, Inc. | 0.41% | 0.56% | 0.41% |
Only in IWR
104 total- Datadog, Inc. 0.62%
- Snowflake, Inc. 0.61%
- Cloudflare, Inc. 0.56%
- Teradyne, Inc. 0.55%
- Astera Labs, Inc. 0.53%
- Simon Property Group, Inc. 0.52%
- Comfort Systems USA, Inc. 0.50%
- Lumentum Holdings, Inc. 0.44%
- Targa Resources Corp. 0.41%
- Rocket Lab Corp. 0.39%
Only in IWS
0 totalEvery IWS position is also held by IWR.
Related comparisons
More comparisons with IWR
- IWR vs VO · Vanguard Morningstar Mid-Cap ETF 54.8%
- IWR vs VB · Vanguard Morningstar Small-Cap ETF 45.2%
- IWR vs SCHM · Schwab U.S. Mid-Cap ETF 34.3%
- IWR vs IWP · iShares Russell Mid-Cap Growth ETF 34.1%
- IWR vs BBMC · JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 31.4%
- IWR vs AVMV · Avantis U.S. Mid Cap Value ETF 28.8%
More comparisons with IWS
- IWS vs VO · Vanguard Morningstar Mid-Cap ETF 52.6%
- IWS vs VB · Vanguard Morningstar Small-Cap ETF 45.2%
- IWS vs SCHM · Schwab U.S. Mid-Cap ETF 36.7%
- IWS vs BBMC · JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 31.6%
- IWS vs AVMV · Avantis U.S. Mid Cap Value ETF 29.8%
- IWS vs IWD · iShares Russell 1000 Value ETF 28.5%
Percentages are holdings overlap with the named fund.
Open IWR or IWS 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.