IMCB vs IWR vs SCHM vs VO: holdings overlap, shared companies and scores
As of September 11, 2026, IMCB and VO overlap most of IMCB, IWR, SCHM and VO, at 67.9% by weight, and SCHM and VO least, at 4.2%. 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): U.S. mid-cap stocks. Vanguard Morningstar Mid-Cap ETF (VO): U.S. mid-cap stocks.
Updated September 11, 2026
How much do IMCB, IWR, SCHM and VO overlap?
As of September 11, 2026, of the six published pairs among IMCB, IWR, SCHM and VO, IMCB and VO overlap most at 67.9% by weight, and SCHM and VO least at 4.2%.
IMCB holds 396, IWR holds 821, SCHM holds 487 and VO holds 285 companies.
- IMCB and VO: 67.9% by weight, 264 companies in both.
- IMCB and IWR: 66.9% by weight, 329 companies in both.
- IWR and VO: 55.4% by weight, 228 companies in both.
- IWR and SCHM: 33.3% by weight, 426 companies in both.
- IMCB and SCHM: 11.9% by weight, 82 companies in both.
- SCHM and VO: 4.2% by weight, 20 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?
As of September 11, 2026, ETF Copilot scores IMCB 5.1 out of 10, IWR 4.9 out of 10, SCHM 4.9 out of 10 and VO 5.0 out of 10.
They differ most on Quality: IMCB 3.9, IWR 2.9, SCHM 1.5 and VO 4.3.
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 | 5.8 | 5.8 | 7.3 | 5.9 |
| Valuation | 6.1 | 7.1 | 5.0 | 6.0 |
| Risk | 4.3 | 3.9 | 4.8 | 4.3 |
| Quality | 3.9 | 2.9 | 1.5 | 4.3 |
| Return | 5.3 | 4.7 | 4.6 | 4.5 |
SCHM and VO are the cheapest here at 0.03% a year
As of September 11, 2026, IMCB charges 0.04% a year, yields 1.68% and holds $1.7B in assets across 396 positions.
As of September 11, 2026, IWR charges 0.18% a year, yields 1.54% and holds $57.0B in assets across 821 positions.
As of September 11, 2026, SCHM charges 0.03% a year, yields 1.34% and holds $14.8B in assets across 487 positions.
As of September 11, 2026, VO charges 0.03% a year, yields 1.65% and holds $224.7B in assets across 285 positions.
| Measure | IMCB | IWR | SCHM | VO |
|---|---|---|---|---|
| Expense ratio | 0.04% | 0.18% | 0.03% | 0.03% |
| Dividend yield | 1.68% | 1.54% | 1.34% | 1.65% |
| Assets under management | $1.7B | $57.0B | $14.8B | $224.7B |
| Holdings | 396 | 821 | 487 | 285 |
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.
Where IMCB, IWR, SCHM and VO trade against their own history
IMCB trades at 21.8 times earnings, against its own median of 20.5, and is more expensive than 69% of its own 67 monthly readings since 2021.
IWR trades at 20.2 times earnings, against its own median of 19.6, and is more expensive than 54% of its own 114 monthly readings since 2017.
SCHM trades at 20.3 times earnings, against its own median of 19.0, and is more expensive than 71% of its own 114 monthly readings since 2017.
VO trades at 21.9 times earnings, against its own median of 21.1, and is more expensive than 63% of its own 114 monthly readings since 2017.
What moved IMCB, IWR, SCHM and VO this week
IMCB fell 1.6% in the week to September 11, 2026. The holdings that moved it most were Snowflake (−7.7%), Robinhood Markets (−9.7%) and DoorDash (−9.0%); Dell Technologies (+10.2%) pushed the other way.
IWR fell 2.0% in the week to September 11, 2026. The holdings that moved it most were Snowflake (−7.7%), Robinhood Markets (−9.7%) and Autodesk (−10.6%); Hewlett Packa (+14.1%) pushed the other way.
SCHM fell 1.4% in the week to September 11, 2026. The holdings that moved it most were Casey S General Stores (−18.8%), Guidewire Software (−30.5%) and Cooper (−23.7%); Bloom Energy (+17.1%) pushed the other way.
VO fell 1.7% in the week to September 11, 2026. The holdings that moved it most were Howmet Aerospace (−11.9%), Robinhood Markets (−9.7%) and DoorDash (−9.0%); Bloom Energy (+17.1%) pushed the other way.
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 18%, AI 3%.
6% of IWR is its ten largest holdings.
What's inside SCHM: Tech 21%, Memory 5%.
13% of SCHM is its ten largest holdings.
What's inside VO: Tech 18%, AI 3%.
9% of VO is its ten largest holdings.
Compare with similar funds
Cite this
ETF Copilot, “IMCB vs IWR vs SCHM vs VO holdings overlap and scores”, as of September 11, 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)
Register free to unlock IMCB vs IWR vs SCHM vs VO prices and holdings on ETF Copilot.
Register free →