IWR vs VOE: holdings overlap, shared companies and scores
As of October 28, 2026, IWR and VOE overlap 34.9% by weight. iShares Russell Mid-Cap ETF (IWR): Russell Midcap index. Vanguard Morningstar Mid-Cap Value ETF (VOE): U.S. mid-cap value stocks.
Updated October 28, 2026
Where IWR and VOE 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.
VOE trades at 17.4 times earnings, against its own median of 16.9, and is more expensive than 55% of its own last 9 years.
What moved VOE this week
VOE rose 0.6% in the week to October 28, 2026. The holdings that moved it most were United Rentals (+9.9%), General Motors (+8.4%) and Nasdaq (+9.8%); Valero Energy (−11.1%) pushed the other way.
What do IWR and VOE each hold?
What's inside IWR: Tech 19%, Semiconductors 3%.
7% of IWR is its ten largest holdings.
What's inside VOE: Tech 8%, AI 0%.
14% of VOE is its ten largest holdings.
How much do IWR and VOE overlap? 34.9% by weight
As of October 28, 2026, IWR and VOE overlap 34.9% by weight.
35% of IWR is already inside VOE.
70% of VOE is already inside IWR.
IWR holds 825 companies and VOE holds 168; 134 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 VOE? 4.9 and 5.3 out of 10
As of October 28, 2026, ETF Copilot scores IWR 4.9 out of 10 and VOE 5.3 out of 10.
They differ most on Risk: IWR 5.8 and VOE 8.4.
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 | VOE |
|---|---|---|
| Growth | 3.9 | 3.8 |
| Value | 7.1 | 5.6 |
| Risk | 5.8 | 8.4 |
| Quality | 2.6 | 2.9 |
| Return | 5.3 | 5.9 |
VOE is the cheaper of the two at 0.05% 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, VOE charges 0.05% a year, yields 1.85% and holds $36.7B in assets across 168 positions.
| Measure | IWR | VOE |
|---|---|---|
| Expense ratio | 0.18% | 0.05% |
| Dividend yield | 1.16% | 1.85% |
| Assets under management | $57.8B | $36.7B |
| Holdings | 825 | 168 |
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 VOE holdings overlap and scores”, as of October 28, 2026.
https://etf-copilot.com/compare/iwr-vs-voe
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