ETF comparison
IWS vs VYM
US Mid Cap vs Dividend.
iShares Russell Mid-Cap Value ETF · Vanguard High Dividend Yield Index Fund ETF Shares
Holdings overlap
296 positions appear in both funds. Buying equal dollars of IWS and VYM would leave roughly 21.3% 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
VYM 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 VYM.
Top shared holdings
296 shared in total| # | Holding | In IWS | In VYM | Overlap |
|---|---|---|---|---|
| 1 | MARATHON PETROLEUM CORP | 0.36% | 0.38% | 0.36% |
| 2 | PHILLIPS 66 | 0.62% | 0.34% | 0.34% |
| 3 | ROYAL CARIBBEAN CRUISES LTD | 0.34% | 0.32% | 0.32% |
| 4 | ALLSTATE CORP (THE) | 0.60% | 0.27% | 0.27% |
| 5 | HEWLETT PACKARD ENTERPRISE COMPANY | 0.59% | 0.26% | 0.26% |
| 6 | KINDER MORGAN INC | 0.61% | 0.25% | 0.25% |
| 7 | BAKER HUGHES COMPANY | 0.54% | 0.24% | 0.24% |
| 8 | FORD MOTOR CO | 0.53% | 0.23% | 0.23% |
| 9 | ONEOK INC | 0.54% | 0.23% | 0.23% |
| 10 | NUCOR CORP | 0.48% | 0.23% | 0.23% |
| 11 | CARDINAL HEALTH INC | 0.30% | 0.22% | 0.22% |
| 12 | L3HARRIS TECHNOLOGIES INC | 0.53% | 0.21% | 0.21% |
Only in IWS
424 total- WARNER BROS. DISCOVERY INC 0.63%
- DIGITAL REALTY TRUST INC 0.62%
- 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%
- UNITED RENTALS INC 0.53%
- EDWARDS LIFESCIENCES CORP 0.51%
Only in VYM
308 total- Broadcom Inc 7.35%
- JPMorgan Chase & Co 3.82%
- ExxonMobil Holdings Corp 2.63%
- Johnson & Johnson 2.51%
- Cisco Systems Inc 1.86%
- AbbVie Inc 1.80%
- Bank of America Corp 1.66%
- UnitedHealth Group Inc 1.52%
- Caterpillar Inc 1.50%
- Chevron Corp 1.48%
Related comparisons
More comparisons with IWS
- IWS vs VTV · Vanguard Morningstar Value ETF 18.8%
- IWS vs IJJ · iShares S&P Mid-Cap 400 Value ETF 18.2%
- IWS vs DGRO · iShares Core Dividend Growth ETF 16.2%
- IWS vs VOT · Vanguard Morningstar Mid-Cap Growth ETF 16.2%
- IWS vs VTI · Vanguard Morningstar Total Stock Market ETF 15.3%
- IWS vs ITOT · iShares Core S&P Total U.S. Stock Market ETF 15.3%
More comparisons with VYM
- VYM vs SPLV · Invesco S&P 500 Low Volatility ETF 21.0%
- VYM vs ACWV · iShares MSCI Global Min Vol Factor ETF 21.0%
- VYM vs DVY · iShares Select Dividend ETF 20.6%
- VYM vs NOBL · ProShares S&P 500 Dividend Aristocrats ETF 20.3%
- VYM vs VOE · Vanguard Morningstar Mid-Cap Value ETF 19.1%
- VYM vs OMFL · Invesco Russell 1000 Dynamic Multifactor ETF 18.9%
Percentages are holdings overlap with the named fund.
Open IWS or VYM 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.