ETF comparison
IWX vs VUG
US Value vs US Large Cap Growth.
iShares Russell Top 200 Value ETF · Vanguard Morningstar Growth ETF
Holdings overlap
32 positions appear in both funds. Buying equal dollars of IWX and VUG would leave roughly 25.1% 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
VUG 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 VUG.
Top shared holdings
32 shared in total| # | Holding | In IWX | In VUG | Overlap |
|---|---|---|---|---|
| 1 | APPLE INC | 7.53% | 11.67% | 7.53% |
| 2 | MICROSOFT CORP | 5.44% | 7.61% | 5.44% |
| 3 | AMAZON.COM INC | 8.32% | 4.47% | 4.47% |
| 4 | COSTCO WHOLESALE CORP | 0.92% | 1.15% | 0.92% |
| 5 | META PLATFORMS INC | 0.88% | 3.41% | 0.88% |
| 6 | INTEL CORP | 2.40% | 0.79% | 0.79% |
| 7 | MCDONALD'S CORP | 0.75% | 0.54% | 0.54% |
| 8 | WELLTOWER INC | 0.63% | 0.46% | 0.46% |
| 9 | VERTEX PHARMACEUTICALS INC | 0.50% | 0.36% | 0.36% |
| 10 | TJX COMPANIES INC (THE) | 0.36% | 0.48% | 0.36% |
| 11 | EQUINIX INC | 0.40% | 0.30% | 0.30% |
| 12 | SYNOPSYS INC | 0.33% | 0.25% | 0.25% |
Only in IWX
119 total- BERKSHIRE HATHAWAY INC 3.66%
- JP MORGAN CHASE & COMPANY 3.44%
- JOHNSON & JOHNSON 2.40%
- EXXONMOBIL HOLDINGS CORP 2.23%
- CISCO SYSTEMS INC 1.82%
- WALMART INC 1.78%
- ABBVIE INC 1.61%
- UNITEDHEALTH GROUP INC 1.47%
- BANK OF AMERICA CORP 1.38%
- PROCTER & GAMBLE COMPANY (THE) 1.34%
Only in VUG
114 total- NVIDIA Corp 12.63%
- Alphabet Inc 5.76%
- Alphabet Inc 4.53%
- Broadcom Inc 4.28%
- Tesla Inc 3.27%
- Eli Lilly & Co 2.81%
- Advanced Micro Devices Inc 2.62%
- Applied Materials Inc 1.60%
- Visa Inc 1.54%
- Lam Research Corp 1.51%
Related comparisons
More comparisons with IWX
- IWX vs IWF · iShares Russell 1000 Growth ETF 16.7%
- IWX vs SCHD · Schwab U.S. Dividend Equity ETF 13.1%
- IWX vs RPV · Invesco S&P 500 Pure Value ETF 9.7%
- IWX vs VO · Vanguard Morningstar Mid-Cap ETF 8.0%
- IWX vs VOE · Vanguard Morningstar Mid-Cap Value ETF 6.8%
- IWX vs IJH · iShares Core S&P Mid-Cap ETF 0.0%
More comparisons with VUG
- VUG vs USMV · iShares MSCI USA Min Vol Factor ETF 22.5%
- VUG vs IWD · iShares Russell 1000 Value ETF 22.4%
- VUG vs DIA · State Street SPDR Dow Jones Industrial Average ETF Trust 22.2%
- VUG vs SPHQ · Invesco S&P 500 Quality ETF 22.0%
- VUG vs SPHB · Invesco S&P 500 High Beta ETF 21.4%
- VUG vs RDVY · First Trust Rising Dividend Achievers ETF 20.1%
Percentages are holdings overlap with the named fund.
Open IWX or VUG 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.