ETF comparison

IWR vs VOT

Both US Mid Cap.

iShares Russell Mid-Cap ETF · Vanguard Mid-Cap Growth Index Fund ETF Shares

Holdings overlap

Weighted by ISIN/CUSIP
27.4 %

105 positions appear in both funds. Buying equal dollars of IWR and VOT would leave roughly 27.4% of each dollar exposed to the same underlying securities.

IWR only 75.4% Shared 27.4% VOT only 72.5%
In IWR only
703 positions
Shared
105 positions
In VOT only
25 positions

Side by side

IWR

iShares Russell Mid-Cap ETF

iShares · US Mid Cap

90 composite / 100
Expense ratio
0.18%
Net assets
$56.98B
TTM yield
1.16%
Top-10 conc.
9.2%
VOT

Vanguard Mid-Cap Growth Index Fund ETF Shares

Vanguard · US Mid Cap

94 composite / 100
Expense ratio
0.050%
Net assets
$34.80B
TTM yield
0.61%
Top-10 conc.
20.2%

Sub-score comparison

82
Cost
95
88
Tax efficiency
89
100
Liquidity
100
100
Concentration
85
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

105 shared in total
# Holding In IWR In VOT Overlap
1 Vertiv Holdings Co. 0.76% 2.49% 0.76%
2 Howmet Aerospace, Inc. 0.73% 2.40% 0.73%
3 Western Digital Corp. 0.73% 1.19% 0.73%
4 Corning, Inc. 0.84% 0.68% 0.68%
5 Quanta Services, Inc. 0.64% 2.14% 0.64%
6 Royal Caribbean Cruises Ltd. 0.55% 1.74% 0.55%
7 Hilton Worldwide Holdings, Inc. 0.55% 0.91% 0.55%
8 Ross Stores, Inc. 0.55% 1.82% 0.55%
9 Cloudflare, Inc. 0.51% 1.62% 0.51%
10 Realty Income Corp. 0.44% 1.48% 0.44%
11 Ciena Corp. 0.43% 0.71% 0.43%
12 Fastenal Co. 0.42% 1.39% 0.42%

Only in IWR

703 total
  • BlackRock Funds III 2.98%
  • Sandisk Corp. 0.72%
  • Bank of New York Mellon Corp. (The) 0.65%
  • Valero Energy Corp. 0.60%
  • Cummins, Inc. 0.59%
  • Marathon Petroleum Corp. 0.58%
  • Phillips 66 0.58%
  • Kinder Morgan, Inc. 0.52%
  • L3Harris Technologies, Inc. 0.51%
  • Warner Bros Discovery, Inc. 0.51%

Only in VOT

25 total
  • Constellation Energy Corp 2.24%
  • Seagate Technology Holdings PLC 2.22%
  • Motorola Solutions Inc 1.87%
  • TransDigm Group Inc 1.70%
  • DoorDash Inc 1.36%
  • Edwards Lifesciences Corp 1.21%
  • Zoetis Inc 1.17%
  • Marvell Technology Inc 1.12%
  • Chipotle Mexican Grill Inc 1.08%
  • Waste Connections Inc 1.08%

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.