ETF comparison

IWRvsVOT

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 roughly24.8%of each dollar exposed to the same underlying securities.

IWR only 77.6%Shared 24.8%VOT only 75.1%
In IWR only
727 positions
Shared
98 positions
In VOT only
24 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%
VOT

Vanguard Morningstar Mid-Cap Growth ETF

Vanguard · US Mid Cap

93composite / 100
Expense ratio
0.050%
Net assets
$34.14B
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
IWRsub-scoreVOT

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

Top shared holdings

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

Only in IWR

727 total
  • BlackRock Funds III2.61%
  • Marathon Petroleum Corp.0.54%
  • Simon Property Group, Inc.0.52%
  • United Rentals, Inc.0.51%
  • Phillips 660.49%
  • 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%

Only in VOT

24 total
  • Vertiv Holdings Co2.83%
  • Western Digital Corp2.42%
  • Seagate Technology Holdings PLC2.38%
  • Quanta Services Inc2.38%
  • Howmet Aerospace Inc2.37%
  • Bloom Energy Corp1.80%
  • Constellation Energy Corp1.77%
  • TransDigm Group Inc1.64%
  • Ciena Corp1.53%
  • Motorola Solutions Inc1.52%

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 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.