ETF comparison
IVOO vs IWM
US Mid Cap vs US Small Cap.
Vanguard S&P Mid-Cap 400 Index Fund ETF Shares · iShares Russell 2000 ETF
Holdings overlap
79 positions appear in both funds. Buying equal dollars of IVOO and IWM would leave roughly 11.4% of each dollar exposed to the same underlying securities.
Unmatched is the part of a fund's weight the other fund doesn't match: names only it holds, plus any extra weight it puts in names both funds hold.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — see what we don't score for why.
Cost difference
IVOO is 12 bps cheaper than IWM. On a $100,000 position that's about $120/yr more in fees for IWM.
Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open the cost calculator pre-filled with IVOO vs IWM.
Top shared holdings
79 shared in total| # | Holding | In IVOO | In IWM | Overlap |
|---|---|---|---|---|
| 1 | Moog Inc | 0.30% | 0.38% | 0.30% |
| 2 | UMB Financial Corp | 0.28% | 0.33% | 0.28% |
| 3 | Cytokinetics Inc | 0.27% | 0.35% | 0.27% |
| 4 | Krystal Biotech Inc | 0.26% | 0.30% | 0.26% |
| 5 | BrightSpring Health Services Inc | 0.26% | 0.35% | 0.26% |
| 6 | CareTrust REIT Inc | 0.26% | 0.28% | 0.26% |
| 7 | Old National Bancorp/IN | 0.25% | 0.28% | 0.25% |
| 8 | FirstCash Holdings Inc | 0.23% | 0.28% | 0.23% |
| 9 | InterDigital Inc | 0.24% | 0.23% | 0.23% |
| 10 | HealthEquity Inc | 0.23% | 0.24% | 0.23% |
| 11 | Fluor Corp | 0.21% | 0.23% | 0.21% |
| 12 | Commercial Metals Co | 0.21% | 0.22% | 0.21% |
Only in IVOO
321 total- Twilio Inc 1.00%
- Illumina Inc 0.91%
- TechnipFMC PLC 0.87%
- Everpure Inc 0.82%
- Okta Inc 0.81%
- ATI Inc 0.78%
- nVent Electric PLC 0.68%
- Carpenter Technology Corp 0.66%
- US Foods Holding Corp 0.65%
- Tenet Healthcare Corp 0.64%
Only in IWM
1,935 total- Hut 8 Corp. 0.37%
- Viasat, Inc. 0.35%
- MaxLinear, Inc. 0.34%
- Argan, Inc. 0.34%
- JFrog Ltd. 0.31%
- Riot Platforms, Inc. 0.30%
- ESCO Technologies, Inc. 0.29%
- Compass, Inc. 0.27%
- D-Wave Quantum, Inc. 0.27%
- Alkermes plc 0.27%
Related comparisons
More comparisons with IVOO
- IVOO vs IWD · iShares Russell 1000 Value ETF 6.8%
- IVOO vs ITOT · iShares Core S&P Total U.S. Stock Market ETF 5.0%
- IVOO vs VTI · Vanguard Morningstar Total Stock Market ETF 5.0%
- IVOO vs SCHB · Schwab U.S. Broad Market ETF 4.8%
- IVOO vs VYM · Vanguard High Dividend Yield Index Fund ETF Shares 4.4%
- IVOO vs DGRO · iShares Core Dividend Growth ETF 4.1%
More comparisons with IWM
- IWM vs SPMD · State Street SPDR Portfolio S&P 400 Mid Cap ETF 11.2%
- IWM vs IJH · iShares Core S&P Mid-Cap ETF 11.2%
- IWM vs DFAC · DFA U.S. Core Equity 2 Portfolio-ETF Class Shares 10.1%
- IWM vs IJJ · iShares S&P Mid-Cap 400 Value ETF 9.5%
- IWM vs DON · WisdomTree U.S. MidCap Dividend Fund 8.8%
- IWM vs BBMC · JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 7.5%
Percentages are holdings overlap with the named fund.
Open IVOO or IWM at a brokerage
Both funds trade commission-free at major US brokerages.
Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodology and funding disclosure.
Holdings overlap is the sum of min(weight_a, weight_b) over positions
matched on ISIN (CUSIP fallback). Methodology: see
/methodology/.
Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.