ETF comparison
IWS vs VB
US Mid Cap vs US Small Cap.
iShares Russell Mid-Cap Value ETF · Vanguard Small-Cap Index Fund ETF Shares
Holdings overlap
510 positions appear in both funds. Buying equal dollars of IWS and VB would leave roughly 41.6% of each dollar exposed to the same underlying securities.
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
510 shared in total| # | Holding | In IWS | In VB | Overlap |
|---|---|---|---|---|
| 1 | Ciena Corporation | 0.56% | 0.38% | 0.38% |
| 2 | Lumentum Holdings Inc. | 0.47% | 0.35% | 0.35% |
| 3 | Coherent Corp | 0.42% | 0.31% | 0.31% |
| 4 | Atmos Energy Corp. | 0.30% | 0.43% | 0.30% |
| 5 | TechnipFMC PLC | 0.28% | 0.39% | 0.28% |
| 6 | EQT Corporation | 0.39% | 0.28% | 0.28% |
| 7 | United Therapeutics Corporation | 0.26% | 0.36% | 0.26% |
| 8 | Curtiss-Wright Corp. | 0.26% | 0.35% | 0.26% |
| 9 | Expand Energy Corp. | 0.25% | 0.37% | 0.25% |
| 10 | FLEX LTD | 0.24% | 0.34% | 0.24% |
| 11 | Omnicom Group Inc | 0.24% | 0.33% | 0.24% |
| 12 | Casey'S General Stores Inc. | 0.23% | 0.38% | 0.23% |
Only in IWS
202 total- Corning Incorporated 1.08%
- Western Digital Corp. 0.94%
- SANDISK CORP 0.92%
- The Bank of New York Mellon Corp. 0.77%
- Valero Energy Corp. 0.76%
- Cummins Inc. 0.75%
- Marathon Petroleum Corp. 0.75%
- Phillips 66 0.69%
- Kinder Morgan, Inc. 0.66%
- L3 Harris Technologies Inc 0.66%
Only in VB
801 total- NRG Energy Inc 0.43%
- Natera Inc 0.37%
- FTAI Aviation Ltd 0.35%
- Comfort Systems USA Inc 0.34%
- Fabrinet 0.26%
- Rocket Lab Corp 0.26%
- Bloom Energy Corp 0.25%
- Nextpower Inc 0.24%
- Astera Labs Inc 0.22%
- EchoStar Corp 0.22%
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.