IWR vs VOT: holdings overlap, shared companies and scores
As of September 11, 2026, IWR and VOT overlap 24.1% by weight. iShares Russell Mid-Cap ETF (IWR): Russell Midcap index. Vanguard Morningstar Mid-Cap Growth ETF (VOT): U.S. mid-cap growth stocks.
Updated September 11, 2026
How much do IWR and VOT overlap?
As of September 11, 2026, IWR and VOT overlap 24.1% by weight.
24% of IWR is already inside VOT.
68% of VOT is already inside IWR.
IWR holds 821 companies and VOT holds 124; 97 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 VOT?
As of September 11, 2026, ETF Copilot scores IWR 4.9 out of 10 and VOT 5.0 out of 10.
They differ most on Valuation: IWR 7.1 and VOT 4.4.
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 | VOT |
|---|---|---|
| Growth | 5.8 | 7.8 |
| Valuation | 7.1 | 4.4 |
| Risk | 3.9 | 2.9 |
| Quality | 2.9 | 5.5 |
| Return | 4.7 | 3.7 |
VOT is the cheaper of the two at 0.05% 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, VOT charges 0.05% a year, yields 0.91% and holds $33.5B in assets across 124 positions.
| Measure | IWR | VOT |
|---|---|---|
| Expense ratio | 0.18% | 0.05% |
| Dividend yield | 1.54% | 0.91% |
| Assets under management | $57.0B | $33.5B |
| Holdings | 821 | 124 |
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 VOT 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.
VOT trades at 33.8 times earnings, against its own median of 30.1, and is more expensive than 74% of its own 114 monthly readings since 2017.
What moved IWR and VOT 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.
VOT fell 1.6% 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 VOT each hold?
What's inside IWR: Tech 18%, AI 3%.
6% of IWR is its ten largest holdings.
What's inside VOT: Tech 32%, AI 5%.
21% of VOT is its ten largest holdings.
Compare with similar funds
Cite this
ETF Copilot, “IWR vs VOT holdings overlap and scores”, as of September 11, 2026.
https://etf-copilot.com/compare/iwr-vs-vot
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