ETF comparison
IWS vs VO
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 roughly 52.6% 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
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 the cost 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 CORP 0.28%
- MKS INC 0.27%
- ILLUMINA INC 0.26%
- TWILIO INC 0.25%
- MODERNA INC 0.25%
- SMURFIT WESTROCK PLC 0.24%
- WILLIAMS SONOMA INC 0.23%
- F5 INC 0.23%
- ENTEGRIS INC 0.23%
- ROYALTY PHARMA PLC 0.23%
Only in VO
87 total- Vertiv Holdings Co 1.22%
- Western Digital Corp 1.06%
- Seagate Technology Holdings PLC 1.05%
- Quanta Services Inc 1.04%
- Howmet Aerospace Inc 1.04%
- Cummins Inc 0.95%
- Datadog Inc 0.83%
- Bloom Energy Corp 0.79%
- Constellation Energy Corp 0.78%
- Cloudflare Inc 0.76%
Related comparisons
More comparisons with IWS
- IWS vs VB · Vanguard Morningstar Small-Cap ETF 45.2%
- 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%
More comparisons with VO
- VO vs RSP · Invesco S&P 500 Equal Weight ETF 46.9%
- VO vs VOT · Vanguard Morningstar Mid-Cap Growth ETF 45.2%
- VO vs DFLV · Dimensional US Large Cap Value ETF 34.5%
- VO vs VTV · Vanguard Morningstar Value ETF 27.7%
- VO vs SPYV · State Street SPDR Portfolio S&P 500 Value ETF 27.4%
- VO vs IVE · iShares S&P 500 Value ETF 27.4%
Percentages are holdings overlap with the named fund.
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 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.