IWR vs VO: holdings overlap, shared companies and scores
As of September 11, 2026, IWR and VO overlap 55.4% by weight. iShares Russell Mid-Cap ETF (IWR): Russell Midcap index. Vanguard Morningstar Mid-Cap ETF (VO): U.S. mid-cap stocks.
Updated September 11, 2026
How much do IWR and VO overlap?
As of September 11, 2026, IWR and VO overlap 55.4% by weight.
58% of IWR is already inside VO.
72% of VO is already inside IWR.
IWR holds 821 companies and VO holds 285; 228 are in both.
Computed by ETF Copilot from both funds' holdings rather than quoted from a data provider, and rebuilt nightly.
How does ETF Copilot score IWR and VO?
As of September 11, 2026, ETF Copilot scores IWR 4.9 out of 10 and VO 5.0 out of 10.
They differ most on Quality: IWR 2.9 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 | IWR | VO |
|---|---|---|
| Growth | 5.8 | 5.9 |
| Valuation | 7.1 | 6.0 |
| Risk | 3.9 | 4.3 |
| Quality | 2.9 | 4.3 |
| Return | 4.7 | 4.5 |
VO is the cheaper of the two at 0.03% a year
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, VO charges 0.03% a year, yields 1.65% and holds $224.7B in assets across 285 positions.
| Measure | IWR | VO |
|---|---|---|
| Expense ratio | 0.18% | 0.03% |
| Dividend yield | 1.54% | 1.65% |
| Assets under management | $57.0B | $224.7B |
| Holdings | 821 | 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 IWR and VO trade against their own history
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.
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 IWR and VO this week
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.
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 IWR and VO each hold?
What's inside IWR: Tech 18%, AI 3%.
6% of IWR 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, “IWR vs VO holdings overlap and scores”, as of September 11, 2026.
https://etf-copilot.com/compare/iwr-vs-vo
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