ETF comparison
IWS vs VB
US Mid Cap vs US Small Cap.
iShares Russell Mid-Cap Value ETF · Vanguard Morningstar Small-Cap ETF
Holdings overlap
525 positions appear in both funds. Buying equal dollars of IWS and VB would leave roughly 45.2% 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
VB is 20 bps cheaper than IWS. On a $100,000 position that's about $200/yr more in fees for IWS.
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 IWS vs VB.
Top shared holdings
525 shared in total| # | Holding | In IWS | In VB | Overlap |
|---|---|---|---|---|
| 1 | FLEX LTD | 0.58% | 0.36% | 0.36% |
| 2 | ATMOS ENERGY CORP | 0.28% | 0.35% | 0.28% |
| 3 | MKS INC | 0.27% | 0.37% | 0.27% |
| 4 | ILLUMINA INC | 0.26% | 0.31% | 0.26% |
| 5 | TWILIO INC | 0.25% | 0.38% | 0.25% |
| 6 | MODERNA INC | 0.25% | 0.30% | 0.25% |
| 7 | SMURFIT WESTROCK PLC | 0.24% | 0.29% | 0.24% |
| 8 | WILLIAMS SONOMA INC | 0.23% | 0.33% | 0.23% |
| 9 | F5 INC | 0.23% | 0.29% | 0.23% |
| 10 | ENTEGRIS INC | 0.23% | 0.33% | 0.23% |
| 11 | OKTA INC | 0.22% | 0.28% | 0.22% |
| 12 | UNITED THERAPEUTICS CORP | 0.22% | 0.28% | 0.22% |
Only in IWS
195 total- WARNER BROS. DISCOVERY INC 0.63%
- PHILLIPS 66 0.62%
- DIGITAL REALTY TRUST INC 0.62%
- KINDER MORGAN INC 0.61%
- ALLSTATE CORP (THE) 0.60%
- HEWLETT PACKARD ENTERPRISE COMPANY 0.59%
- REALTY INCOME CORP 0.57%
- DELTA AIR LINES INC 0.56%
- CORTEVA INC 0.56%
- AMETEK INC 0.54%
Only in VB
784 total- Credo Technology Group Holding Ltd 0.55%
- Jabil Inc 0.49%
- REVOLUTION Medicines Inc 0.46%
- Astera Labs Inc 0.45%
- Natera Inc 0.45%
- EMCOR Group Inc 0.45%
- NRG Energy Inc 0.37%
- Tapestry Inc 0.36%
- Carpenter Technology Corp 0.35%
- FTAI Aviation Ltd 0.34%
Related comparisons
More comparisons with IWS
- IWS vs SCHM · Schwab U.S. Mid-Cap ETF 36.7%
- IWS vs BBMC · JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 31.6%
- IWS vs AVMV · Avantis U.S. Mid Cap Value ETF 29.8%
- IWS vs IWD · iShares Russell 1000 Value ETF 28.5%
- IWS vs IVOO · Vanguard S&P Mid-Cap 400 Index Fund ETF Shares 24.2%
- IWS vs IJH · iShares Core S&P Mid-Cap ETF 24.0%
More comparisons with VB
- VB vs MDY · State Street SPDR S&P MIDCAP 400 ETF Trust 43.6%
- VB vs IJH · iShares Core S&P Mid-Cap ETF 43.5%
- VB vs SPMD · State Street SPDR Portfolio S&P 400 Mid Cap ETF 43.5%
- VB vs IVOO · Vanguard S&P Mid-Cap 400 Index Fund ETF Shares 43.0%
- VB vs FNDA · Schwab Fundamental U.S. Small Company ETF 36.1%
- VB vs DON · WisdomTree U.S. MidCap Dividend Fund 32.1%
Percentages are holdings overlap with the named fund.
Open IWS or VB 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.