ETF comparison

IWRvsVO

Both US Mid Cap.

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

Holdings overlap

Weighted by ISIN/CUSIP
54.8%

230 positions appear in both funds. Buying equal dollars of IWR and VO would leave roughly54.8%of each dollar exposed to the same underlying securities.

IWR only 47.6%Shared 54.8%VO only 44.9%
In IWR only
595 positions
Shared
230 positions
In VO only
52 positions

Side by side

IWR

iShares Russell Mid-Cap ETF

iShares · US Mid Cap

90composite / 100
Expense ratio
0.18%
Net assets
$56.82B
TTM yield
1.16%
Top-10 conc.
7.7%
VO

Vanguard Morningstar Mid-Cap ETF

Vanguard · US Mid Cap

96composite / 100
Expense ratio
0.030%
Net assets
$226.38B
TTM yield
1.33%
Top-10 conc.
9.5%

Sub-score comparison

82
Cost
97
88
Tax efficiency
88
100
Liquidity
100
100
Concentration
100
Tracking quality
IWRsub-scoreVO

Tracking quality isn't part of the composite — seewhat we don't scorefor 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 thecost calculator pre-filled with IWR vs VO.

Top shared holdings

230 shared in total
#HoldingIn IWRIn VOOverlap
1Datadog, Inc.0.62%0.83%0.62%
2Royal Caribbean Cruises Ltd.0.58%0.74%0.58%
3Cloudflare, Inc.0.56%0.76%0.56%
4Robinhood Markets, Inc.0.56%0.77%0.56%
5Teradyne, Inc.0.55%0.73%0.55%
6Marathon Petroleum Corp.0.54%0.72%0.54%
7Simon Property Group, Inc.0.52%0.67%0.52%
8United Rentals, Inc.0.51%0.69%0.51%
9Coherent Corp.0.50%0.75%0.50%
10Comfort Systems USA, Inc.0.50%0.67%0.50%
11Phillips 660.49%0.66%0.49%
12Warner Bros Discovery, Inc.0.46%0.61%0.46%

Only in IWR

595 total
  • BlackRock Funds III2.61%
  • Credo Technology Group Holding Ltd.0.32%
  • Anglogold Ashanti plc0.29%
  • Jabil, Inc.0.29%
  • Natera, Inc.0.27%
  • EMCOR Group, Inc.0.26%
  • Revolution Medicines, Inc.0.26%
  • Twilio, Inc.0.22%
  • MKS, Inc.0.22%
  • Carpenter Technology Corp.0.22%

Only in VO

52 total
  • Vertiv Holdings Co1.22%
  • Western Digital Corp1.06%
  • Seagate Technology Holdings PLC1.05%
  • Quanta Services Inc1.04%
  • Howmet Aerospace Inc1.04%
  • Cummins Inc0.95%
  • Bloom Energy Corp0.79%
  • Constellation Energy Corp0.78%
  • Valero Energy Corp0.75%
  • TransDigm Group Inc0.72%

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 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.