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ETF comparison

IWX vs VB

US Value vs US Small Cap.

iShares Russell Top 200 Value ETF · Vanguard Morningstar Small-Cap ETF

Holdings overlap

Weighted by ISIN/CUSIP
0.0 %

0 positions appear in both funds. Buying equal dollars of IWX and VB would leave roughly 0.0% of each dollar exposed to the same underlying securities.

IWX unmatched 99.9% Shared 0.0% VB unmatched 99.8%

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 IWX only
151 positions
Shared
0 positions
In VB only
1,309 positions

Side by side

IWX

iShares Russell Top 200 Value ETF

iShares · US Value

79 composite / 100
Expense ratio
0.20%
Net assets
$3.67B
TTM yield
1.36%
Top-10 conc.
39.0%
VB

Vanguard Morningstar Small-Cap ETF

Vanguard · US Small Cap

96 composite / 100
Expense ratio
0.030%
Net assets
$175.77B
whole fund, 5 share classes
TTM yield
1.27%
Top-10 conc.
4.3%

Sub-score comparison

80
Cost
97
88
Tax efficiency
88
81
Liquidity
100
59
Concentration
100
—
Tracking quality
—
IWX sub-score VB

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

Cost difference

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

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 IWX vs VB.

Top shared holdings

0 shared in total

No shared holdings between these funds.

Only in IWX

151 total
  • AMAZON.COM INC 8.32%
  • APPLE INC 7.53%
  • MICROSOFT CORP 5.44%
  • BERKSHIRE HATHAWAY INC 3.66%
  • JP MORGAN CHASE & COMPANY 3.44%
  • INTEL CORP 2.40%
  • JOHNSON & JOHNSON 2.40%
  • EXXONMOBIL HOLDINGS CORP 2.23%
  • CISCO SYSTEMS INC 1.82%
  • WALMART INC 1.78%

Only in VB

1,309 total
  • Credo Technology Group Holding Ltd 0.55%
  • Jabil Inc 0.49%
  • REVOLUTION Medicines Inc 0.46%
  • Astera Labs Inc 0.45%
  • Natera Inc 0.45%
  • EMCOR Group Inc 0.45%
  • Twilio Inc 0.38%
  • NRG Energy Inc 0.37%
  • MKS Instruments Inc 0.37%
  • Flex Ltd 0.36%

Related comparisons

More comparisons with IWX

More comparisons with VB

Percentages are holdings overlap with the named fund.

Open IWX or VB at a brokerage

Both funds trade commission-free at major US brokerages.

Open at Fidelity

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.