Skip to main content
PlainIndex
Menu

ETF comparison

IWR vs VOO

US Mid Cap vs US Large Cap.

iShares Russell Mid-Cap ETF · Vanguard S&P 500 ETF

Holdings overlap

Weighted by ISIN/CUSIP
13.3 %

306 positions appear in both funds. Buying equal dollars of IWR and VOO would leave roughly 13.3% of each dollar exposed to the same underlying securities.

IWR unmatched 86.5% Shared 13.3% VOO unmatched 86.5%

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.

In IWR only
518 positions
Shared
306 positions
In VOO only
198 positions

Side by side

IWR

iShares Russell Mid-Cap ETF

iShares · US Mid Cap

90 composite / 100
Expense ratio
0.18%
Net assets
$54.90B
TTM yield
1.16%
Top-10 conc.
5.6%
VOO

Vanguard S&P 500 ETF

Vanguard · US Large Cap

91 composite / 100
Expense ratio
0.030%
Net assets
$1.73T
whole fund, 4 share classes
TTM yield
1.06%
Top-10 conc.
36.4%

Sub-score comparison

82
Cost
97
88
Tax efficiency
88
100
Liquidity
100
100
Concentration
62
—
Tracking quality
—
IWR sub-score VOO

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

Cost difference

VOO 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 VOO.

Top shared holdings

306 shared in total
# Holding In IWR In VOO Overlap
1 Datadog, Inc. 0.62% 0.13% 0.13%
2 Robinhood Markets, Inc. 0.56% 0.12% 0.12%
3 Royal Caribbean Cruises Ltd. 0.58% 0.12% 0.12%
4 Coherent Corp. 0.50% 0.12% 0.12%
5 Teradyne, Inc. 0.55% 0.12% 0.12%
6 Marathon Petroleum Corp. 0.54% 0.12% 0.12%
7 Simon Property Group, Inc. 0.52% 0.11% 0.11%
8 United Rentals, Inc. 0.51% 0.11% 0.11%
9 Comfort Systems USA, Inc. 0.50% 0.11% 0.11%
10 Phillips 66 0.49% 0.11% 0.11%
11 Lumentum Holdings, Inc. 0.44% 0.10% 0.10%
12 Warner Bros Discovery, Inc. 0.46% 0.10% 0.10%

Only in IWR

518 total
  • Snowflake, Inc. 0.61%
  • Cloudflare, Inc. 0.56%
  • Astera Labs, Inc. 0.53%
  • Rocket Lab Corp. 0.39%
  • Cheniere Energy, Inc. 0.36%
  • Ferguson Enterprises, Inc. 0.33%
  • Credo Technology Group Holding Ltd. 0.32%
  • Anglogold Ashanti plc 0.29%
  • Alnylam Pharmaceuticals, Inc. 0.29%
  • Natera, Inc. 0.27%

Only in VOO

198 total
  • NVIDIA Corp 7.51%
  • Apple Inc 6.59%
  • Microsoft Corp 4.30%
  • Amazon.com Inc 3.62%
  • Alphabet Inc 3.25%
  • Broadcom Inc 2.77%
  • Alphabet Inc 2.59%
  • Micron Technology Inc 2.02%
  • Meta Platforms Inc 1.92%
  • Tesla Inc 1.84%

Related comparisons

More comparisons with IWR

More comparisons with VOO

Percentages are holdings overlap with the named fund.

Open IWR or VOO at a brokerage

Both funds trade commission-free at major US brokerages.

Open at Fidelity

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.