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ETF comparison

IWR vs VB

US Mid Cap vs US Small Cap.

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

Holdings overlap

Weighted by ISIN/CUSIP
45.2 %

593 positions appear in both funds. Buying equal dollars of IWR and VB would leave roughly 45.2% of each dollar exposed to the same underlying securities.

IWR unmatched 54.6% Shared 45.2% VB unmatched 54.6%

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 IWR only
231 positions
Shared
593 positions
In VB only
716 positions

Side by side

IWR

iShares Russell Mid-Cap ETF

iShares · US Mid Cap

90 composite / 100
Expense ratio
0.18%
Net assets
$54.90B
TTM yield
1.16%
Top-10 conc.
5.6%
VB

Vanguard Morningstar Small-Cap ETF

Vanguard · US Small Cap

96 composite / 100
Expense ratio
0.030%
Net assets
$175.77B
whole fund, 5 share classes
TTM yield
1.27%
Top-10 conc.
4.3%

Sub-score comparison

82
Cost
97
88
Tax efficiency
88
100
Liquidity
100
100
Concentration
100
—
Tracking quality
—
IWR sub-score VB

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

Cost difference

VB is 15 bps cheaper than IWR. On a $100,000 position that's about $150/yr more in fees for IWR.

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 VB.

Top shared holdings

593 shared in total
# Holding In IWR In VB Overlap
1 Astera Labs, Inc. 0.53% 0.45% 0.45%
2 Flex Ltd. 0.43% 0.36% 0.36%
3 Credo Technology Group Holding Ltd. 0.32% 0.55% 0.32%
4 Jabil, Inc. 0.29% 0.49% 0.29%
5 Natera, Inc. 0.27% 0.45% 0.27%
6 EMCOR Group, Inc. 0.26% 0.45% 0.26%
7 Revolution Medicines, Inc. 0.26% 0.46% 0.26%
8 Twilio, Inc. 0.22% 0.38% 0.22%
9 MKS, Inc. 0.22% 0.37% 0.22%
10 Carpenter Technology Corp. 0.22% 0.35% 0.22%
11 NRG Energy, Inc. 0.21% 0.37% 0.21%
12 Tapestry, Inc. 0.21% 0.36% 0.21%

Only in IWR

231 total
  • Datadog, Inc. 0.62%
  • Snowflake, Inc. 0.61%
  • Royal Caribbean Cruises Ltd. 0.58%
  • Cloudflare, Inc. 0.56%
  • Robinhood Markets, Inc. 0.56%
  • Teradyne, Inc. 0.55%
  • Marathon Petroleum Corp. 0.54%
  • Simon Property Group, Inc. 0.52%
  • United Rentals, Inc. 0.51%
  • Coherent Corp. 0.50%

Only in VB

716 total
  • Moog Inc 0.15%
  • Hut 8 Corp 0.14%
  • Viasat Inc 0.14%
  • Cytokinetics Inc 0.14%
  • BrightSpring Health Services Inc 0.14%
  • MaxLinear Inc 0.13%
  • Argan Inc 0.13%
  • Krystal Biotech Inc 0.13%
  • UMB Financial Corp 0.12%
  • CareTrust REIT Inc 0.12%

Percentages are holdings overlap with the named fund.

Open IWR or VB 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.