ETF comparison

IWR vs VO

Both US Mid Cap.

iShares Russell Mid-Cap ETF · Vanguard Mid-Cap Index Fund ETF Shares

Holdings overlap

Weighted by ISIN/CUSIP
58.2 %

238 positions appear in both funds. Buying equal dollars of IWR and VO would leave roughly 58.2% of each dollar exposed to the same underlying securities.

IWR only 44.7% Shared 58.2% VO only 41.5%
In IWR only
570 positions
Shared
238 positions
In VO only
51 positions

Side by side

IWR

iShares Russell Mid-Cap ETF

iShares · US Mid Cap

90 composite / 100
Expense ratio
0.18%
Net assets
$56.98B
TTM yield
1.16%
Top-10 conc.
9.2%
VO

Vanguard Mid-Cap Index Fund ETF Shares

Vanguard · US Mid Cap

96 composite / 100
Expense ratio
0.030%
Net assets
$223.97B
TTM yield
1.33%
Top-10 conc.
9.0%

Sub-score comparison

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

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

Cost difference

VO 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 VO.

Top shared holdings

238 shared in total
# Holding In IWR In VO Overlap
1 Vertiv Holdings Co. 0.76% 1.03% 0.76%
2 Howmet Aerospace, Inc. 0.73% 1.01% 0.73%
3 Western Digital Corp. 0.73% 1.00% 0.73%
4 Quanta Services, Inc. 0.64% 0.89% 0.64%
5 Valero Energy Corp. 0.60% 0.80% 0.60%
6 Cummins, Inc. 0.59% 0.81% 0.59%
7 Marathon Petroleum Corp. 0.58% 0.78% 0.58%
8 Phillips 66 0.58% 0.80% 0.58%
9 Corning, Inc. 0.84% 0.57% 0.57%
10 Royal Caribbean Cruises Ltd. 0.55% 0.73% 0.55%
11 Ross Stores, Inc. 0.55% 0.76% 0.55%
12 Cloudflare, Inc. 0.51% 0.68% 0.51%

Only in IWR

570 total
  • BlackRock Funds III 2.98%
  • Sandisk Corp. 0.72%
  • Bank of New York Mellon Corp. (The) 0.65%
  • Anglogold Ashanti plc 0.39%
  • EMCOR Group, Inc. 0.26%
  • NRG Energy, Inc. 0.24%
  • Atmos Energy Corp. 0.23%
  • Tapestry, Inc. 0.23%
  • TechnipFMC plc 0.22%
  • Jabil, Inc. 0.22%

Only in VO

51 total
  • Constellation Energy Corp 0.94%
  • Seagate Technology Holdings PLC 0.93%
  • SLB Ltd 0.84%
  • Motorola Solutions Inc 0.78%
  • CRH PLC 0.77%
  • General Motors Co 0.73%
  • TransDigm Group Inc 0.71%
  • TE Connectivity PLC 0.67%
  • PACCAR Inc 0.66%
  • Newmont Corp 0.64%

Open IWR or VO 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.