ETF comparison
IWSvsVB
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 roughly45.2%of each dollar exposed to the same underlying securities.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — seewhat we don't scorefor 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 thecost 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 INC0.63%
- PHILLIPS 660.62%
- DIGITAL REALTY TRUST INC0.62%
- KINDER MORGAN INC0.61%
- ALLSTATE CORP (THE)0.60%
- HEWLETT PACKARD ENTERPRISE COMPANY0.59%
- REALTY INCOME CORP0.57%
- DELTA AIR LINES INC0.56%
- CORTEVA INC0.56%
- AMETEK INC0.54%
Only in VB
784 total- Credo Technology Group Holding Ltd0.55%
- Jabil Inc0.49%
- REVOLUTION Medicines Inc0.46%
- Astera Labs Inc0.45%
- Natera Inc0.45%
- EMCOR Group Inc0.45%
- NRG Energy Inc0.37%
- Tapestry Inc0.36%
- Carpenter Technology Corp0.35%
- FTAI Aviation Ltd0.34%
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 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.