IMCB vs IWR vs SCHM vs VO: holdings overlap, shared companies and scores
As of October 28, 2026, IMCB and VO overlap most of IMCB, IWR, SCHM and VO, at 68.1% by weight, and SCHM and VO least, at 1.1%. iShares Morningstar Mid-Cap ETF (IMCB): Mid-cap U.S. equities. iShares Russell Mid-Cap ETF (IWR): Russell Midcap index. Schwab U.S. Mid-Cap ETF (SCHM): Mid-sized U.S. companies. Vanguard Morningstar Mid-Cap ETF (VO): U.S. mid-cap stocks.
Updated October 28, 2026
Where IMCB, IWR, SCHM and VO trade against their own history
IMCB trades at 21.5 times earnings, against its own median of 20.8, and is more expensive than 62% of its own last 6 years.
IWR trades at 20.3 times earnings, against its own median of 20.3, and is more expensive than 50% of its own last 9 years.
SCHM trades at 20.1 times earnings, against its own median of 19.4, and is more expensive than 63% of its own last 9 years.
VO trades at 21.6 times earnings, against its own median of 21.6, and is more expensive than 50% of its own last 9 years.
What do IMCB, IWR, SCHM and VO each hold?
What's inside IMCB: Tech 17%, AI 3%.
8% of IMCB is its ten largest holdings.
What's inside IWR: Tech 19%, Semiconductors 3%.
7% of IWR is its ten largest holdings.
What's inside SCHM: Tech 18%, Semiconductors 3%.
5% of SCHM is its ten largest holdings.
What's inside VO: Tech 18%, AI 3%.
10% of VO is its ten largest holdings.
How much do IMCB, IWR, SCHM and VO overlap? From 1.1% to 68.1% by weight
As of October 28, 2026, of the six published pairs among IMCB, IWR, SCHM and VO, IMCB and VO overlap most at 68.1% by weight, and SCHM and VO least at 1.1%.
IMCB holds 397, IWR holds 825, SCHM holds 500 and VO holds 274 companies.
- IMCB and VO: 68.1% by weight, 255 companies in both.
- IMCB and IWR: 66.6% by weight, 329 companies in both.
- IWR and VO: 55.0% by weight, 216 companies in both.
- IWR and SCHM: 32.0% by weight, 435 companies in both.
- IMCB and SCHM: 8.1% by weight, 77 companies in both.
- SCHM and VO: 1.1% by weight, 11 companies in both.
Computed by ETF Copilot from these funds' holdings rather than quoted from a data provider, and rebuilt nightly.
How does ETF Copilot score IMCB, IWR, SCHM and VO? 5.2, 4.9, 4.3 and 5.1 out of 10
As of October 28, 2026, ETF Copilot scores IMCB 5.2 out of 10, IWR 4.9 out of 10, SCHM 4.3 out of 10 and VO 5.1 out of 10.
They differ most on Risk: IMCB 6.7, IWR 5.8, SCHM 4.8 and VO 6.2.
The five factor scores behind them are set out below, 0–10 and higher is better, ranked against every US equity ETF we track.
| Factor | IMCB | IWR | SCHM | VO |
|---|---|---|---|---|
| Growth | 4.8 | 3.9 | 4.1 | 5.4 |
| Value | 5.2 | 7.1 | 5.6 | 5.7 |
| Risk | 6.7 | 5.8 | 4.8 | 6.2 |
| Quality | 3.4 | 2.6 | 1.8 | 3.3 |
| Return | 5.9 | 5.3 | 4.9 | 4.9 |
SCHM and VO are the cheapest here at 0.03% a year
As of October 28, 2026, IMCB charges 0.04% a year, yields 1.21% and holds $1.7B in assets across 397 positions.
As of October 28, 2026, IWR charges 0.18% a year, yields 1.16% and holds $57.8B in assets across 825 positions.
As of October 28, 2026, SCHM charges 0.03% a year, yields 1.31% and holds $14.8B in assets across 500 positions.
As of October 28, 2026, VO charges 0.03% a year, yields 1.36% and holds $216.8B in assets across 274 positions.
| Measure | IMCB | IWR | SCHM | VO |
|---|---|---|---|---|
| Expense ratio | 0.04% | 0.18% | 0.03% | 0.03% |
| Dividend yield | 1.21% | 1.16% | 1.31% | 1.36% |
| Assets under management | $1.7B | $57.8B | $14.8B | $216.8B |
| Holdings | 397 | 825 | 500 | 274 |
Expense ratio, dividend yield and assets under management are reported by the fund and refreshed daily. Every other figure on this page is computed by ETF Copilot.
Compare with similar funds
Cite this
ETF Copilot, “IMCB vs IWR vs SCHM vs VO holdings overlap and scores”, as of October 28, 2026.
https://etf-copilot.com/compare/imcb-vs-iwr-vs-schm-vs-vo
- iShares Morningstar Mid-Cap ETF (IMCB)
- iShares Russell Mid-Cap ETF (IWR)
- Schwab U.S. Mid-Cap ETF (SCHM)
- Vanguard Morningstar Mid-Cap ETF (VO)
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