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ETF comparison

IWR vs VOT

Both US Mid Cap.

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

Holdings overlap

Weighted by ISIN/CUSIP
24.8 %

98 positions appear in both funds. Buying equal dollars of IWR and VOT would leave roughly 24.8% of each dollar exposed to the same underlying securities.

IWR unmatched 75.0% Shared 24.8% VOT unmatched 75.1%

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
726 positions
Shared
98 positions
In VOT only
24 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%
VOT

Vanguard Morningstar Mid-Cap Growth ETF

Vanguard · US Mid Cap

93 composite / 100
Expense ratio
0.050%
Net assets
$33.19B
whole fund, 3 share classes
TTM yield
0.62%
Top-10 conc.
21.3%

Sub-score comparison

82
Cost
95
88
Tax efficiency
89
100
Liquidity
100
100
Concentration
84
—
Tracking quality
—
IWR sub-score VOT

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

Cost difference

VOT is 13 bps cheaper than IWR. On a $100,000 position that's about $130/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 VOT.

Top shared holdings

98 shared in total
# Holding In IWR In VOT Overlap
1 Datadog, Inc. 0.62% 1.90% 0.62%
2 Snowflake, Inc. 0.61% 0.92% 0.61%
3 Royal Caribbean Cruises Ltd. 0.58% 1.69% 0.58%
4 Cloudflare, Inc. 0.56% 1.72% 0.56%
5 Robinhood Markets, Inc. 0.56% 1.75% 0.56%
6 Teradyne, Inc. 0.55% 1.67% 0.55%
7 Astera Labs, Inc. 0.53% 0.82% 0.53%
8 Coherent Corp. 0.50% 1.70% 0.50%
9 Comfort Systems USA, Inc. 0.50% 1.53% 0.50%
10 Lumentum Holdings, Inc. 0.44% 1.47% 0.44%
11 Flex Ltd. 0.43% 0.65% 0.43%
12 WW Grainger, Inc. 0.43% 1.34% 0.43%

Only in IWR

726 total
  • Marathon Petroleum Corp. 0.54%
  • Simon Property Group, Inc. 0.52%
  • United Rentals, Inc. 0.51%
  • Phillips 66 0.49%
  • Warner Bros Discovery, Inc. 0.46%
  • Digital Realty Trust, Inc. 0.45%
  • Kinder Morgan, Inc. 0.45%
  • Delta Air Lines, Inc. 0.44%
  • Allstate Corp. (The) 0.44%
  • Keysight Technologies, Inc. 0.43%

Only in VOT

24 total
  • Vertiv Holdings Co 2.83%
  • Western Digital Corp 2.42%
  • Seagate Technology Holdings PLC 2.38%
  • Quanta Services Inc 2.38%
  • Howmet Aerospace Inc 2.37%
  • Bloom Energy Corp 1.80%
  • Constellation Energy Corp 1.77%
  • TransDigm Group Inc 1.64%
  • Ciena Corp 1.53%
  • Motorola Solutions Inc 1.52%

Percentages are holdings overlap with the named fund.

Open IWR or VOT 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.