Skip to main content

ETF comparison

IWY vs VIG

US Large Cap Growth vs Dividend.

iShares Russell Top 200 Growth ETF · Vanguard Dividend Appreciation Index Fund ETF Shares

Holdings overlap

Weighted by ISIN/CUSIP
31.6 %

37 positions appear in both funds. Buying equal dollars of IWY and VIG would leave roughly 31.6% of each dollar exposed to the same underlying securities.

IWY unmatched 68.2% Shared 31.6% VIG unmatched 68.0%

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 IWY only
64 positions
Shared
37 positions
In VIG only
296 positions

Side by side

IWY

iShares Russell Top 200 Growth ETF

iShares · US Large Cap Growth

79 composite / 100
Expense ratio
0.20%
Net assets
$16.42B
TTM yield
0.34%
Top-10 conc.
59.5%
VIG

Vanguard Dividend Appreciation Index Fund ETF Shares

Vanguard · Dividend

89 composite / 100
Expense ratio
0.040%
Net assets
$127.60B
whole fund, 2 share classes
TTM yield
1.50%
Top-10 conc.
33.4%

Sub-score comparison

80
Cost
96
90
Tax efficiency
78
100
Liquidity
100
29
Concentration
67
—
Tracking quality
—
IWY sub-score VIG

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

Cost difference

VIG is 16 bps cheaper than IWY. On a $100,000 position that's about $160/yr more in fees for IWY.

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 IWY vs VIG.

Top shared holdings

37 shared in total
# Holding In IWY In VIG Overlap
1 BROADCOM INC 5.64% 4.63% 4.63%
2 APPLE INC 7.14% 4.45% 4.45%
3 MICROSOFT CORP 4.56% 4.34% 4.34%
4 ELI LILLY & COMPANY 3.35% 3.93% 3.35%
5 VISA INC 1.95% 2.45% 1.95%
6 CATERPILLAR INC 1.67% 1.62% 1.62%
7 LAM RESEARCH CORP 1.86% 1.58% 1.58%
8 MASTERCARD INC 1.43% 2.00% 1.43%
9 KLA CORP 1.36% 1.03% 1.03%
10 TEXAS INSTRUMENTS INC 0.93% 1.08% 0.93%
11 HOME DEPOT INC (THE) 0.90% 1.43% 0.90%
12 ORACLE CORP 0.86% 0.95% 0.86%

Only in IWY

64 total
  • NVIDIA CORP 14.16%
  • ALPHABET INC 6.37%
  • ALPHABET INC 5.14%
  • MICRON TECHNOLOGY INC 4.87%
  • TESLA INC 4.59%
  • META PLATFORMS INC 3.68%
  • ADVANCED MICRO DEVICES INC 3.25%
  • APPLIED MATERIALS INC 1.97%
  • GE AEROSPACE 1.33%
  • SANDISK CORP 1.14%

Only in VIG

296 total
  • JPMorgan Chase & Co 4.07%
  • ExxonMobil Holdings Corp 2.78%
  • Johnson & Johnson 2.67%
  • Cisco Systems Inc 1.98%
  • UnitedHealth Group Inc 1.63%
  • Procter & Gamble Co/The 1.45%
  • Merck & Co Inc 1.39%
  • Goldman Sachs Group Inc/The 1.24%
  • Morgan Stanley 1.09%
  • Linde PLC 0.96%

Percentages are holdings overlap with the named fund.

Open IWY or VIG 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.