ETF comparison
IWSvsVO
Both US Mid Cap.
iShares Russell Mid-Cap Value ETF · Vanguard Morningstar Mid-Cap ETF
Holdings overlap
195 positions appear in both funds. Buying equal dollars of IWS and VO would leave roughly52.6%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
VO 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 VO.
Top shared holdings
195 shared in total| # | Holding | In IWS | In VO | Overlap |
|---|---|---|---|---|
| 1 | PHILLIPS 66 | 0.62% | 0.66% | 0.62% |
| 2 | WARNER BROS. DISCOVERY INC | 0.63% | 0.61% | 0.61% |
| 3 | DIGITAL REALTY TRUST INC | 0.62% | 0.61% | 0.61% |
| 4 | ALLSTATE CORP (THE) | 0.60% | 0.59% | 0.59% |
| 5 | HEWLETT PACKARD ENTERPRISE COMPANY | 0.59% | 0.58% | 0.58% |
| 6 | DELTA AIR LINES INC | 0.56% | 0.57% | 0.56% |
| 7 | REALTY INCOME CORP | 0.57% | 0.56% | 0.56% |
| 8 | CORTEVA INC | 0.56% | 0.55% | 0.55% |
| 9 | COHERENT CORP | 0.54% | 0.75% | 0.54% |
| 10 | AMETEK INC | 0.54% | 0.54% | 0.54% |
| 11 | UNITED RENTALS INC | 0.53% | 0.69% | 0.53% |
| 12 | BAKER HUGHES COMPANY | 0.54% | 0.53% | 0.53% |
Only in IWS
525 total- ATMOS ENERGY CORP0.28%
- MKS INC0.27%
- ILLUMINA INC0.26%
- TWILIO INC0.25%
- MODERNA INC0.25%
- SMURFIT WESTROCK PLC0.24%
- WILLIAMS SONOMA INC0.23%
- F5 INC0.23%
- ENTEGRIS INC0.23%
- ROYALTY PHARMA PLC0.23%
Only in VO
87 total- Vertiv Holdings Co1.22%
- Western Digital Corp1.06%
- Seagate Technology Holdings PLC1.05%
- Quanta Services Inc1.04%
- Howmet Aerospace Inc1.04%
- Cummins Inc0.95%
- Datadog Inc0.83%
- Bloom Energy Corp0.79%
- Constellation Energy Corp0.78%
- Cloudflare Inc0.76%
Open IWS or VO 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.