ETF comparison
IWR vs VB
US Mid Cap vs US Small Cap.
iShares Russell Mid-Cap ETF · Vanguard Small-Cap Index Fund ETF Shares
Holdings overlap
571 positions appear in both funds. Buying equal dollars of IWR and VB would leave roughly 41.1% of each dollar exposed to the same underlying securities.
Side by side
Sub-score comparison
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
571 shared in total| # | Holding | In IWR | In VB | Overlap |
|---|---|---|---|---|
| 1 | Ciena Corp. | 0.43% | 0.38% | 0.38% |
| 2 | Lumentum Holdings, Inc. | 0.39% | 0.35% | 0.35% |
| 3 | Comfort Systems USA, Inc. | 0.38% | 0.34% | 0.34% |
| 4 | Coherent Corp. | 0.33% | 0.31% | 0.31% |
| 5 | EQT Corp. | 0.30% | 0.28% | 0.28% |
| 6 | EMCOR Group, Inc. | 0.26% | 0.46% | 0.26% |
| 7 | Rocket Lab Corp. | 0.25% | 0.26% | 0.25% |
| 8 | Insmed, Inc. | 0.27% | 0.25% | 0.25% |
| 9 | NRG Energy, Inc. | 0.24% | 0.43% | 0.24% |
| 10 | Atmos Energy Corp. | 0.23% | 0.43% | 0.23% |
| 11 | Tapestry, Inc. | 0.23% | 0.40% | 0.23% |
| 12 | TechnipFMC plc | 0.22% | 0.39% | 0.22% |
Only in IWR
237 total- BlackRock Funds III 2.98%
- Corning, Inc. 0.84%
- Vertiv Holdings Co. 0.76%
- Howmet Aerospace, Inc. 0.73%
- Western Digital Corp. 0.73%
- Sandisk Corp. 0.72%
- Bank of New York Mellon Corp. (The) 0.65%
- Quanta Services, Inc. 0.64%
- Valero Energy Corp. 0.60%
- Cummins, Inc. 0.59%
Only in VB
740 total- Fabrinet 0.26%
- Bloom Energy Corp 0.25%
- Nextpower Inc 0.24%
- EchoStar Corp 0.22%
- Credo Technology Group Holding Ltd 0.21%
- Kratos Defense & Security Solutions Inc 0.18%
- Bridgebio Pharma Inc 0.18%
- Advanced Energy Industries Inc 0.17%
- Solstice Advanced Materials Inc 0.17%
- Hecla Mining Co 0.17%
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.