ETF comparison
IWR vs VTV
US Mid Cap vs US Value.
iShares Russell Mid-Cap ETF · Vanguard Morningstar Value ETF
Holdings overlap
172 positions appear in both funds. Buying equal dollars of IWR and VTV would leave roughly 19.9% 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
VTV 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 VTV.
Top shared holdings
172 shared in total| # | Holding | In IWR | In VTV | Overlap |
|---|---|---|---|---|
| 1 | Marathon Petroleum Corp. | 0.54% | 0.28% | 0.28% |
| 2 | United Rentals, Inc. | 0.51% | 0.27% | 0.27% |
| 3 | Simon Property Group, Inc. | 0.52% | 0.26% | 0.26% |
| 4 | Phillips 66 | 0.49% | 0.25% | 0.25% |
| 5 | Warner Bros Discovery, Inc. | 0.46% | 0.24% | 0.24% |
| 6 | Digital Realty Trust, Inc. | 0.45% | 0.24% | 0.24% |
| 7 | Allstate Corp. (The) | 0.44% | 0.23% | 0.23% |
| 8 | Kinder Morgan, Inc. | 0.45% | 0.23% | 0.23% |
| 9 | Keysight Technologies, Inc. | 0.43% | 0.22% | 0.22% |
| 10 | Hewlett Packard Enterprise Co. | 0.43% | 0.22% | 0.22% |
| 11 | Delta Air Lines, Inc. | 0.44% | 0.22% | 0.22% |
| 12 | Corteva, Inc. | 0.41% | 0.21% | 0.21% |
Only in IWR
652 total- Datadog, Inc. 0.62%
- Snowflake, Inc. 0.61%
- Cloudflare, Inc. 0.56%
- Robinhood Markets, Inc. 0.56%
- Teradyne, Inc. 0.55%
- Astera Labs, Inc. 0.53%
- Coherent Corp. 0.50%
- Comfort Systems USA, Inc. 0.50%
- Lumentum Holdings, Inc. 0.44%
- Flex Ltd. 0.43%
Only in VTV
136 total- Micron Technology Inc 4.87%
- JPMorgan Chase & Co 3.06%
- Berkshire Hathaway Inc 2.95%
- Johnson & Johnson 2.29%
- Exxon Mobil Corp 2.12%
- Walmart Inc 1.86%
- Caterpillar Inc 1.83%
- AbbVie Inc 1.66%
- Cisco Systems Inc 1.56%
- UnitedHealth Group Inc 1.41%
Related comparisons
More comparisons with IWR
- IWR vs VTI · Vanguard Morningstar Total Stock Market ETF 18.8%
- IWR vs ITOT · iShares Core S&P Total U.S. Stock Market ETF 18.7%
- IWR vs SCHB · Schwab U.S. Broad Market ETF 18.3%
- IWR vs DGRO · iShares Core Dividend Growth ETF 17.3%
- IWR vs IJK · iShares S&P Mid-Cap 400 Growth ETF 15.9%
- IWR vs IJJ · iShares S&P Mid-Cap 400 Value ETF 14.7%
More comparisons with VTV
- VTV vs IUSG · iShares Core S&P U.S. Growth ETF 19.8%
- VTV vs QQQM · Invesco NASDAQ 100 ETF 19.5%
- VTV vs JGRO · JPMorgan Active Growth ETF 19.2%
- VTV vs HDV · iShares Core High Dividend ETF 19.2%
- VTV vs VOOG · Vanguard S&P 500 Growth Index Fund ETF Shares 19.0%
- VTV vs IWS · iShares Russell Mid-Cap Value ETF 18.8%
Percentages are holdings overlap with the named fund.
Open IWR or VTV 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.