ETF comparison
IWR vs VO
Both US Mid Cap.
iShares Russell Mid-Cap ETF · Vanguard Morningstar Mid-Cap ETF
Holdings overlap
230 positions appear in both funds. Buying equal dollars of IWR and VO would leave roughly 54.8% 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
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
230 shared in total| # | Holding | In IWR | In VO | Overlap |
|---|---|---|---|---|
| 1 | Datadog, Inc. | 0.62% | 0.83% | 0.62% |
| 2 | Royal Caribbean Cruises Ltd. | 0.58% | 0.74% | 0.58% |
| 3 | Cloudflare, Inc. | 0.56% | 0.76% | 0.56% |
| 4 | Robinhood Markets, Inc. | 0.56% | 0.77% | 0.56% |
| 5 | Teradyne, Inc. | 0.55% | 0.73% | 0.55% |
| 6 | Marathon Petroleum Corp. | 0.54% | 0.72% | 0.54% |
| 7 | Simon Property Group, Inc. | 0.52% | 0.67% | 0.52% |
| 8 | United Rentals, Inc. | 0.51% | 0.69% | 0.51% |
| 9 | Coherent Corp. | 0.50% | 0.75% | 0.50% |
| 10 | Comfort Systems USA, Inc. | 0.50% | 0.67% | 0.50% |
| 11 | Phillips 66 | 0.49% | 0.66% | 0.49% |
| 12 | Warner Bros Discovery, Inc. | 0.46% | 0.61% | 0.46% |
Only in IWR
594 total- Credo Technology Group Holding Ltd. 0.32%
- Anglogold Ashanti plc 0.29%
- 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%
- NRG Energy, Inc. 0.21%
Only in VO
52 total- Vertiv Holdings Co 1.22%
- Western Digital Corp 1.06%
- Seagate Technology Holdings PLC 1.05%
- Quanta Services Inc 1.04%
- Howmet Aerospace Inc 1.04%
- Cummins Inc 0.95%
- Bloom Energy Corp 0.79%
- Constellation Energy Corp 0.78%
- Valero Energy Corp 0.75%
- TransDigm Group Inc 0.72%
Related comparisons
More comparisons with IWR
- IWR vs VB · Vanguard Morningstar Small-Cap ETF 45.2%
- IWR vs SCHM · Schwab U.S. Mid-Cap ETF 34.3%
- IWR vs IWP · iShares Russell Mid-Cap Growth ETF 34.1%
- IWR vs BBMC · JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 31.4%
- IWR vs AVMV · Avantis U.S. Mid Cap Value ETF 28.8%
- IWR vs IWD · iShares Russell 1000 Value ETF 28.5%
More comparisons with VO
- VO vs IWS · iShares Russell Mid-Cap Value ETF 52.6%
- VO vs RSP · Invesco S&P 500 Equal Weight ETF 46.9%
- VO vs VOT · Vanguard Morningstar Mid-Cap Growth ETF 45.2%
- VO vs DFLV · Dimensional US Large Cap Value ETF 34.5%
- VO vs VTV · Vanguard Morningstar Value ETF 27.7%
- VO vs SPYV · State Street SPDR Portfolio S&P 500 Value ETF 27.4%
Percentages are holdings overlap with the named fund.
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.