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ETF comparison

IWX vs VO

US Value vs US Mid Cap.

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

Holdings overlap

Weighted by ISIN/CUSIP
8.0 %

34 positions appear in both funds. Buying equal dollars of IWX and VO would leave roughly 8.0% of each dollar exposed to the same underlying securities.

IWX unmatched 91.9% Shared 8.0% VO unmatched 91.7%

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
117 positions
Shared
34 positions
In VO only
248 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%
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
88
Tax efficiency
88
81
Liquidity
100
59
Concentration
100
—
Tracking quality
—
IWX 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 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 VO.

Top shared holdings

34 shared in total
# Holding In IWX In VO Overlap
1 NEWMONT CORP 0.39% 0.48% 0.39%
2 WILLIAMS COMPANIES INC (THE) 0.36% 0.44% 0.36%
3 JOHNSON CONTROLS INTERNATIONAL PLC 0.33% 0.43% 0.33%
4 AMERICAN ELECTRIC POWER COMPANY INC 0.29% 0.36% 0.29%
5 CONSTELLATION ENERGY CORP 0.29% 0.78% 0.29%
6 CRH PLC 0.28% 0.69% 0.28%
7 NORFOLK SOUTHERN CORP 0.28% 0.34% 0.28%
8 TRAVELERS COMPANIES INC (THE) 0.27% 0.34% 0.27%
9 SLB LTD 0.27% 0.67% 0.27%
10 GENERAL MOTORS COMPANY 0.27% 0.67% 0.27%
11 AON PLC 0.27% 0.33% 0.27%
12 FEDEX CORP 0.27% 0.33% 0.27%

Only in IWX

117 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 VO

248 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%
  • Datadog Inc 0.83%
  • Bloom Energy Corp 0.79%
  • Robinhood Markets Inc 0.77%
  • Cloudflare Inc 0.76%
  • Coherent Corp 0.75%

Percentages are holdings overlap with the named fund.

Open IWX 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.