IWS vs VO: holdings overlap, shared companies and scores
As of September 11, 2026, IWS and VO overlap 52.2% by weight. iShares Russell Mid-Cap Value ETF (IWS): U.S. mid-cap value stocks. Vanguard Morningstar Mid-Cap ETF (VO): U.S. mid-cap stocks.
Updated September 11, 2026
How much do IWS and VO overlap?
As of September 11, 2026, IWS and VO overlap 52.2% by weight.
57% of IWS is already inside VO.
59% of VO is already inside IWS.
IWS holds 716 companies and VO holds 285; 193 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 IWS and VO?
As of September 11, 2026, ETF Copilot scores IWS 4.4 out of 10 and VO 5.0 out of 10.
They differ most on Quality: IWS 2.7 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 | IWS | VO |
|---|---|---|
| Growth | 4.4 | 5.9 |
| Valuation | 6.0 | 6.0 |
| Risk | 4.0 | 4.3 |
| Quality | 2.7 | 4.3 |
| Return | 4.8 | 4.5 |
VO is the cheaper of the two at 0.03% a year
As of September 11, 2026, IWS charges 0.23% a year, yields 1.84% and holds $15.7B in assets across 716 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 | IWS | VO |
|---|---|---|
| Expense ratio | 0.23% | 0.03% |
| Dividend yield | 1.84% | 1.65% |
| Assets under management | $15.7B | $224.7B |
| Holdings | 716 | 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 IWS and VO trade against their own history
IWS trades at 18.6 times earnings, against its own median of 17.3, and is more expensive than 61% 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 IWS and VO this week
IWS fell 2.3% in the week to September 11, 2026. The holdings that moved it most were Baker Hughes (−7.2%), Workday (−10.3%) and Coinbase Global (−9.1%); 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 IWS and VO each hold?
What's inside IWS: Tech 12%, Semiconductors 1%.
7% of IWS 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, “IWS vs VO holdings overlap and scores”, as of September 11, 2026.
https://etf-copilot.com/compare/iws-vs-vo
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