IWS vs VO: holdings overlap, shared companies and scores
As of October 28, 2026, IWS and VO overlap 50.6% 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 October 28, 2026
Where IWS and VO trade against their own history
IWS trades at 18.9 times earnings, against its own median of 17.8, and is more expensive than 63% 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 IWS and VO each hold?
What's inside IWS: Tech 13%, Semiconductors 1%.
7% of IWS is its ten largest holdings.
What's inside VO: Tech 18%, AI 3%.
10% of VO is its ten largest holdings.
How much do IWS and VO overlap? 50.6% by weight
As of October 28, 2026, IWS and VO overlap 50.6% by weight.
56% of IWS is already inside VO.
57% of VO is already inside IWS.
IWS holds 721 companies and VO holds 274; 182 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? 4.5 and 5.1 out of 10
As of October 28, 2026, ETF Copilot scores IWS 4.5 out of 10 and VO 5.1 out of 10.
They differ most on Growth: IWS 2.2 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 | IWS | VO |
|---|---|---|
| Growth | 2.2 | 5.4 |
| Value | 5.2 | 5.7 |
| Risk | 7.5 | 6.2 |
| Quality | 2.9 | 3.3 |
| Return | 5.5 | 4.9 |
VO is the cheaper of the two at 0.03% a year
As of October 28, 2026, IWS charges 0.23% a year, yields 1.30% and holds $14.9B in assets across 721 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 | IWS | VO |
|---|---|---|
| Expense ratio | 0.23% | 0.03% |
| Dividend yield | 1.30% | 1.36% |
| Assets under management | $14.9B | $216.8B |
| Holdings | 721 | 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, “IWS vs VO holdings overlap and scores”, as of October 28, 2026.
https://etf-copilot.com/compare/iws-vs-vo
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