ETF comparison
IWR vs VYM
US Mid Cap vs Dividend.
iShares Russell Mid-Cap ETF · Vanguard High Dividend Yield Index Fund ETF Shares
Holdings overlap
305 positions appear in both funds. Buying equal dollars of IWR and VYM would leave roughly 22.6% 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
VYM is 14 bps cheaper than IWR. On a $100,000 position that's about $140/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 VYM.
Top shared holdings
305 shared in total| # | Holding | In IWR | In VYM | Overlap |
|---|---|---|---|---|
| 1 | Marathon Petroleum Corp. | 0.54% | 0.38% | 0.38% |
| 2 | Phillips 66 | 0.49% | 0.34% | 0.34% |
| 3 | Royal Caribbean Cruises Ltd. | 0.58% | 0.32% | 0.32% |
| 4 | Allstate Corp. (The) | 0.44% | 0.27% | 0.27% |
| 5 | Hewlett Packard Enterprise Co. | 0.43% | 0.26% | 0.26% |
| 6 | Kinder Morgan, Inc. | 0.45% | 0.25% | 0.25% |
| 7 | Baker Hughes Co. | 0.40% | 0.24% | 0.24% |
| 8 | Targa Resources Corp. | 0.41% | 0.23% | 0.23% |
| 9 | Ford Motor Co. | 0.39% | 0.23% | 0.23% |
| 10 | ONEOK, Inc. | 0.40% | 0.23% | 0.23% |
| 11 | Nucor Corp. | 0.35% | 0.23% | 0.23% |
| 12 | Fastenal Co. | 0.40% | 0.22% | 0.22% |
Only in IWR
519 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%
- Simon Property Group, Inc. 0.52%
- United Rentals, Inc. 0.51%
- Coherent Corp. 0.50%
- Comfort Systems USA, Inc. 0.50%
Only in VYM
299 total- Broadcom Inc 7.35%
- JPMorgan Chase & Co 3.82%
- ExxonMobil Holdings Corp 2.63%
- Johnson & Johnson 2.51%
- Cisco Systems Inc 1.86%
- AbbVie Inc 1.80%
- Bank of America Corp 1.66%
- UnitedHealth Group Inc 1.52%
- Caterpillar Inc 1.50%
- Chevron Corp 1.48%
Related comparisons
More comparisons with IWR
- IWR vs MDY · State Street SPDR S&P MIDCAP 400 ETF Trust 21.7%
- IWR vs VTV · Vanguard Morningstar Value ETF 19.9%
- 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%
More comparisons with VYM
- VYM vs DIA · State Street SPDR Dow Jones Industrial Average ETF Trust 22.6%
- VYM vs VO · Vanguard Morningstar Mid-Cap ETF 21.7%
- VYM vs SCHD · Schwab U.S. Dividend Equity ETF 21.4%
- VYM vs AVLV · Avantis US Large Cap Value ETF 21.4%
- VYM vs IWS · iShares Russell Mid-Cap Value ETF 21.3%
- VYM vs SPLV · Invesco S&P 500 Low Volatility ETF 21.0%
Percentages are holdings overlap with the named fund.
Open IWR or VYM 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.