ETF comparison
IWX vs VOE
Both US Value.
iShares Russell Top 200 Value ETF · Vanguard Morningstar Mid-Cap Value ETF
Holdings overlap
27 positions appear in both funds. Buying equal dollars of IWX and VOE would leave roughly 6.8% 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
VOE is 15 bps cheaper than IWX. On a $100,000 position that's about $150/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 VOE.
Top shared holdings
27 shared in total| # | Holding | In IWX | In VOE | Overlap |
|---|---|---|---|---|
| 1 | NEWMONT CORP | 0.39% | 0.86% | 0.39% |
| 2 | WILLIAMS COMPANIES INC (THE) | 0.36% | 0.78% | 0.36% |
| 3 | JOHNSON CONTROLS INTERNATIONAL PLC | 0.33% | 0.77% | 0.33% |
| 4 | AMERICAN ELECTRIC POWER COMPANY INC | 0.29% | 0.64% | 0.29% |
| 5 | CRH PLC | 0.28% | 1.23% | 0.28% |
| 6 | NORFOLK SOUTHERN CORP | 0.28% | 0.61% | 0.28% |
| 7 | TRAVELERS COMPANIES INC (THE) | 0.27% | 0.61% | 0.27% |
| 8 | SLB LTD | 0.27% | 1.20% | 0.27% |
| 9 | GENERAL MOTORS COMPANY | 0.27% | 1.20% | 0.27% |
| 10 | AON PLC | 0.27% | 0.58% | 0.27% |
| 11 | FEDEX CORP | 0.27% | 0.58% | 0.27% |
| 12 | VALERO ENERGY CORP | 0.27% | 1.33% | 0.27% |
Only in IWX
124 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 VOE
143 total- Marathon Petroleum Corp 1.29%
- United Rentals Inc 1.22%
- Simon Property Group Inc 1.19%
- Phillips 66 1.17%
- Warner Bros Discovery Inc 1.10%
- Digital Realty Trust Inc 1.09%
- Allstate Corp/The 1.06%
- Keysight Technologies Inc 1.03%
- Hewlett Packard Enterprise Co 1.03%
- TE Connectivity PLC 1.02%
Related comparisons
More comparisons with IWX
More comparisons with VOE
Percentages are holdings overlap with the named fund.
Open IWX or VOE 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.