ETF comparison
IWS vs VIG
US Mid Cap vs Dividend.
iShares Russell Mid-Cap Value ETF · Vanguard Dividend Appreciation Index Fund ETF Shares
Holdings overlap
150 positions appear in both funds. Buying equal dollars of IWS and VIG would leave roughly 12.2% 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
VIG is 19 bps cheaper than IWS. On a $100,000 position that's about $190/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 VIG.
Top shared holdings
150 shared in total| # | Holding | In IWS | In VIG | Overlap |
|---|---|---|---|---|
| 1 | PHILLIPS 66 | 0.62% | 0.37% | 0.37% |
| 2 | ALLSTATE CORP (THE) | 0.60% | 0.29% | 0.29% |
| 3 | NUCOR CORP | 0.48% | 0.25% | 0.25% |
| 4 | CARDINAL HEALTH INC | 0.30% | 0.23% | 0.23% |
| 5 | L3HARRIS TECHNOLOGIES INC | 0.53% | 0.22% | 0.22% |
| 6 | FIFTH THIRD BANCORP | 0.50% | 0.22% | 0.22% |
| 7 | STATE STREET CORP | 0.44% | 0.22% | 0.22% |
| 8 | ENTERGY CORP | 0.51% | 0.21% | 0.21% |
| 9 | AMERIPRISE FINANCIAL INC | 0.37% | 0.21% | 0.21% |
| 10 | XCEL ENERGY INC | 0.49% | 0.21% | 0.21% |
| 11 | BECTON DICKINSON & COMPANY | 0.42% | 0.20% | 0.20% |
| 12 | NASDAQ INC | 0.35% | 0.18% | 0.18% |
Only in IWS
570 total- WARNER BROS. DISCOVERY INC 0.63%
- DIGITAL REALTY TRUST INC 0.62%
- KINDER MORGAN INC 0.61%
- HEWLETT PACKARD ENTERPRISE COMPANY 0.59%
- FLEX LTD 0.58%
- REALTY INCOME CORP 0.57%
- DELTA AIR LINES INC 0.56%
- CORTEVA INC 0.56%
- AMETEK INC 0.54%
- COHERENT CORP 0.54%
Only in VIG
183 total- Broadcom Inc 4.63%
- Apple Inc 4.45%
- Microsoft Corp 4.34%
- JPMorgan Chase & Co 4.07%
- Eli Lilly & Co 3.93%
- ExxonMobil Holdings Corp 2.78%
- Johnson & Johnson 2.67%
- Visa Inc 2.45%
- Walmart Inc 2.11%
- Mastercard Inc 2.00%
Related comparisons
More comparisons with IWS
- IWS vs VOO · Vanguard S&P 500 ETF 11.5%
- IWS vs SPYM · State Street SPDR Portfolio S&P 500 ETF 11.5%
- IWS vs IVV · iShares Core S&P 500 ETF 11.5%
- IWS vs IWP · iShares Russell Mid-Cap Growth ETF 10.6%
- IWS vs SPY · State Street SPDR S&P 500 ETF Trust 10.4%
- IWS vs SCHD · Schwab U.S. Dividend Equity ETF 6.4%
More comparisons with VIG
- VIG vs SPHB · Invesco S&P 500 High Beta ETF 11.5%
- VIG vs VOE · Vanguard Morningstar Mid-Cap Value ETF 10.0%
- VIG vs RPG · Invesco S&P 500 Pure Growth ETF 9.2%
- VIG vs DVY · iShares Select Dividend ETF 9.2%
- VIG vs MOAT · VanEck Morningstar Wide Moat ETF 9.0%
- VIG vs VLUE · iShares MSCI USA Value Factor ETF 8.7%
Percentages are holdings overlap with the named fund.
Open IWS or VIG 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.