IWR vs VO: holdings overlap, shared companies and scores
As of October 28, 2026, IWR and VO overlap 55.0% by weight. iShares Russell Mid-Cap ETF (IWR): Russell Midcap index. Vanguard Morningstar Mid-Cap ETF (VO): U.S. mid-cap stocks.
Updated October 28, 2026
Where IWR and VO trade against their own history
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.
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 IWR and VO each hold?
What's inside IWR: Tech 19%, Semiconductors 3%.
7% of IWR is its ten largest holdings.
What's inside VO: Tech 18%, AI 3%.
10% of VO is its ten largest holdings.
How much do IWR and VO overlap? 55.0% by weight
As of October 28, 2026, IWR and VO overlap 55.0% by weight.
57% of IWR is already inside VO.
71% of VO is already inside IWR.
IWR holds 825 companies and VO holds 274; 216 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? 4.9 and 5.1 out of 10
As of October 28, 2026, ETF Copilot scores IWR 4.9 out of 10 and VO 5.1 out of 10.
They differ most on Growth: IWR 3.9 and VO 5.4.
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 | 3.9 | 5.4 |
| Value | 7.1 | 5.7 |
| Risk | 5.8 | 6.2 |
| Quality | 2.6 | 3.3 |
| Return | 5.3 | 4.9 |
VO is the cheaper of the two at 0.03% a year
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, VO charges 0.03% a year, yields 1.36% and holds $216.8B in assets across 274 positions.
| Measure | IWR | VO |
|---|---|---|
| Expense ratio | 0.18% | 0.03% |
| Dividend yield | 1.16% | 1.36% |
| Assets under management | $57.8B | $216.8B |
| Holdings | 825 | 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, “IWR vs VO holdings overlap and scores”, as of October 28, 2026.
https://etf-copilot.com/compare/iwr-vs-vo
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