ETF Copilot

IWV vs MEDI: holdings overlap, shared companies and scores

As of October 9, 2026, IWV and MEDI overlap 4.2% by weight. iShares Russell 3000 ETF (IWV): U.S. total market index. Harbor Health Care ETF (MEDI): US health care companies.

Updated October 9, 2026

Where IWV and MEDI trade against their own history

IWV trades at 24.1 times earnings, against its own median of 22.2, and is more expensive than 63% of its own last 9 years.

MEDI trades at 27.6 times earnings, against its own median of 34.2, and is cheaper than 93% of its own last 3 years.

What moved IWV this week

IWV rose 1.1% in the week to October 9, 2026. The holdings that moved it most were Microsoft (+3.4%), Amazon.com (+4.3%) and Alphabet (+2.4%); Nvidia (−2.0%) pushed the other way.

What do IWV and MEDI each hold?

What's inside IWV: Tech 43%, Magnificent 7 31%.

35% of IWV is its ten largest holdings.

62% of MEDI is its ten largest holdings.

How much do IWV and MEDI overlap? 4.2% by weight

As of October 9, 2026, IWV and MEDI overlap 4.2% by weight.

4% of IWV is already inside MEDI.

92% of MEDI is already inside IWV.

IWV holds 2,587 companies and MEDI holds 45; 40 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 IWV and MEDI? 6.5 and 5.2 out of 10

As of October 9, 2026, ETF Copilot scores IWV 6.5 out of 10 and MEDI 5.2 out of 10.

They differ most on Quality: IWV 7.8 and MEDI 2.8.

The five factor scores behind them are set out below, 0–10 and higher is better, ranked against every US equity ETF we track.

IWV vs MEDI — ETF Copilot factor scores, 0–10
FactorIWVMEDI
Growth7.19.8
Value3.15.0
Risk6.55.1
Quality7.82.8
Return7.62.6

IWV is the cheaper of the two at 0.20% a year

As of October 9, 2026, IWV charges 0.20% a year, yields 0.86% and holds $20.5B in assets across 2587 positions.

As of October 9, 2026, MEDI charges 0.80% a year, yields 0.46% and holds $41M in assets across 45 positions.

IWV vs MEDI — cost, income and size
MeasureIWVMEDI
Expense ratio0.20%0.80%
Dividend yield0.86%0.46%
Assets under management$20.5B$41M
Holdings258745

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, “IWV vs MEDI holdings overlap and scores”, as of October 9, 2026.
https://etf-copilot.com/compare/iwv-vs-medi

  1. iShares Russell 3000 ETF (IWV)
  2. Harbor Health Care ETF (MEDI)

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