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ETF comparison

IWV vs VO

US Total Market vs US Mid Cap.

iShares Russell 3000 ETF · Vanguard Morningstar Mid-Cap ETF

Holdings overlap

Weighted by ISIN/CUSIP
15.5 %

276 positions appear in both funds. Buying equal dollars of IWV and VO would leave roughly 15.5% of each dollar exposed to the same underlying securities.

IWV unmatched 84.4% Shared 15.5% VO unmatched 84.2%

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.

In IWV only
2,314 positions
Shared
276 positions
In VO only
6 positions

Side by side

IWV

iShares Russell 3000 ETF

iShares · US Total Market

85 composite / 100
Expense ratio
0.20%
Net assets
$20.28B
TTM yield
0.88%
Top-10 conc.
32.0%
VO

Vanguard Morningstar Mid-Cap ETF

Vanguard · US Mid Cap

96 composite / 100
Expense ratio
0.030%
Net assets
$216.43B
whole fund, 5 share classes
TTM yield
1.00%
Top-10 conc.
9.5%

Sub-score comparison

80
Cost
97
89
Tax efficiency
88
100
Liquidity
100
69
Concentration
100
—
Tracking quality
—
IWV sub-score VO

Tracking quality isn't part of the composite — see what we don't score for why.

Cost difference

VO is 17 bps cheaper than IWV. On a $100,000 position that's about $170/yr more in fees for IWV.

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 IWV vs VO.

Top shared holdings

276 shared in total
# Holding In IWV In VO Overlap
1 WESTERN DIGITAL CORP 0.30% 1.06% 0.30%
2 VERTIV HOLDINGS COMPANY 0.18% 1.22% 0.18%
3 HOWMET AEROSPACE INC 0.15% 1.04% 0.15%
4 QUANTA SERVICES INC 0.15% 1.04% 0.15%
5 NEWMONT CORP 0.14% 0.48% 0.14%
6 CUMMINS INC 0.14% 0.95% 0.14%
7 FORTINET INC 0.13% 0.46% 0.13%
8 WILLIAMS COMPANIES INC (THE) 0.13% 0.44% 0.13%
9 JOHNSON CONTROLS INTERNATIONAL PLC 0.12% 0.43% 0.12%
10 DATADOG INC 0.12% 0.83% 0.12%
11 SNOWFLAKE INC 0.12% 0.41% 0.12%
12 BLOOM ENERGY CORP 0.11% 0.79% 0.11%

Only in IWV

2,314 total
  • NVIDIA CORP 6.43%
  • APPLE INC 5.76%
  • MICROSOFT CORP 3.82%
  • AMAZON.COM INC 3.19%
  • ALPHABET INC 2.87%
  • BROADCOM INC 2.42%
  • ALPHABET INC 2.31%
  • MICRON TECHNOLOGY INC 1.79%
  • META PLATFORMS INC 1.71%
  • TESLA INC 1.69%

Only in VO

6 total
  • Seagate Technology Holdings PLC 1.05%
  • TE Connectivity PLC 0.57%
  • Waste Connections Inc 0.41%
  • Cerebras Systems Inc 0.06%
  • Symbotic Inc 0.01%
  • Venture Global Inc 0.01%

Percentages are holdings overlap with the named fund.

Open IWV 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.