ETF comparison
IWRvsVB
US Mid Cap vs US Small Cap.
iShares Russell Mid-Cap ETF · Vanguard Morningstar Small-Cap ETF
Holdings overlap
593 positions appear in both funds. Buying equal dollars of IWR and VB would leave roughly45.2%of each dollar exposed to the same underlying securities.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — seewhat we don't scorefor 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 thecost 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
232 total- BlackRock Funds III2.61%
- 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%
Only in VB
716 total- Moog Inc0.15%
- Hut 8 Corp0.14%
- Viasat Inc0.14%
- Cytokinetics Inc0.14%
- BrightSpring Health Services Inc0.14%
- MaxLinear Inc0.13%
- Argan Inc0.13%
- Krystal Biotech Inc0.13%
- UMB Financial Corp0.12%
- CareTrust REIT Inc0.12%
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 methodologyand 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.