ETF comparison
IWR vs VIG
US Mid Cap vs Dividend.
iShares Russell Mid-Cap ETF · Vanguard Dividend Appreciation Index Fund ETF Shares
Holdings overlap
157 positions appear in both funds. Buying equal dollars of IWR and VIG would leave roughly 13.9% 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
VIG is 14 bps cheaper than IWR. On a $100,000 position that's about $140/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 VIG.
Top shared holdings
157 shared in total| # | Holding | In IWR | In VIG | Overlap |
|---|---|---|---|---|
| 1 | Phillips 66 | 0.49% | 0.37% | 0.37% |
| 2 | Allstate Corp. (The) | 0.44% | 0.29% | 0.29% |
| 3 | Comfort Systems USA, Inc. | 0.50% | 0.26% | 0.26% |
| 4 | Cencora, Inc. | 0.38% | 0.26% | 0.26% |
| 5 | WW Grainger, Inc. | 0.43% | 0.26% | 0.26% |
| 6 | Nucor Corp. | 0.35% | 0.25% | 0.25% |
| 7 | Fastenal Co. | 0.40% | 0.24% | 0.24% |
| 8 | Cardinal Health, Inc. | 0.40% | 0.23% | 0.23% |
| 9 | Rockwell Automation, Inc. | 0.40% | 0.23% | 0.23% |
| 10 | L3Harris Technologies, Inc. | 0.39% | 0.22% | 0.22% |
| 11 | Fifth Third Bancorp | 0.37% | 0.22% | 0.22% |
| 12 | State Street Corp. | 0.33% | 0.22% | 0.22% |
Only in IWR
667 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%
- Astera Labs, Inc. 0.53%
- Simon Property Group, Inc. 0.52%
- United Rentals, Inc. 0.51%
Only in VIG
176 total- Broadcom Inc 4.63%
- Apple Inc 4.45%
- Microsoft Corp 4.34%
- JPMorgan Chase & Co 4.07%
- Eli Lilly & Co 3.93%
- ExxonMobil Holdings Corp 2.78%
- Johnson & Johnson 2.67%
- Visa Inc 2.45%
- Walmart Inc 2.11%
- Mastercard Inc 2.00%
Related comparisons
More comparisons with IWR
More comparisons with VIG
- VIG vs VO · Vanguard Morningstar Mid-Cap ETF 13.5%
- VIG vs IWS · iShares Russell Mid-Cap Value ETF 12.2%
- VIG vs SPHB · Invesco S&P 500 High Beta ETF 11.5%
- VIG vs VOE · Vanguard Morningstar Mid-Cap Value ETF 10.0%
- VIG vs RPG · Invesco S&P 500 Pure Growth ETF 9.2%
- VIG vs DVY · iShares Select Dividend ETF 9.2%
Percentages are holdings overlap with the named fund.
Open IWR or VIG 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.