ETF comparison

IWP vs VB

US Mid Cap vs US Small Cap.

iShares Russell Mid-Cap Growth ETF · Vanguard Small-Cap Index Fund ETF Shares

Holdings overlap

Weighted by ISIN/CUSIP
17.2 %

192 positions appear in both funds. Buying equal dollars of IWP and VB would leave roughly 17.2% of each dollar exposed to the same underlying securities.

IWP only 87.1% Shared 17.2% VB only 82.5%
In IWP only
87 positions
Shared
192 positions
In VB only
1,119 positions

Side by side

IWP

iShares Russell Mid-Cap Growth ETF

iShares · US Mid Cap

85 composite / 100
Expense ratio
0.23%
Net assets
$21.57B
TTM yield
0.35%
Top-10 conc.
26.5%
VB

Vanguard Small-Cap Index Fund ETF Shares

Vanguard · US Small Cap

96 composite / 100
Expense ratio
0.030%
Net assets
$188.57B
TTM yield
1.21%
Top-10 conc.
4.7%

Sub-score comparison

77
Cost
97
90
Tax efficiency
88
100
Liquidity
100
76
Concentration
100
Tracking quality
IWP sub-score VB

Tracking quality isn't part of the composite — see what we don't score for why.

Cost difference

VB is 20 bps cheaper than IWP. On a $100,000 position that's about $200/yr more in fees for IWP.

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 IWP vs VB.

Top shared holdings

192 shared in total
# Holding In IWP In VB Overlap
1 NRG Energy, Inc. 1.08% 0.43% 0.43%
2 EMCOR Group, Inc. 0.41% 0.46% 0.41%
3 Tapestry, Inc. 0.95% 0.40% 0.40%
4 Jabil, Inc. 0.65% 0.37% 0.37%
5 Natera, Inc. 0.95% 0.37% 0.37%
6 FTAI Aviation Ltd. 0.90% 0.35% 0.35%
7 Comfort Systems USA, Inc. 1.73% 0.34% 0.34%
8 AST SpaceMobile, Inc. 0.60% 0.30% 0.30%
9 Everpure, Inc. 0.57% 0.26% 0.26%
10 Rocket Lab Corp. 1.13% 0.26% 0.26%
11 Insmed, Inc. 1.15% 0.25% 0.25%
12 Astera Labs, Inc. 0.51% 0.22% 0.22%

Only in IWP

87 total
  • BlackRock Funds III 4.34%
  • Vertiv Holdings Co. 3.43%
  • Howmet Aerospace, Inc. 3.32%
  • Royal Caribbean Cruises Ltd. 2.51%
  • Hilton Worldwide Holdings, Inc. 2.49%
  • Cloudflare, Inc. 2.33%
  • Quanta Services, Inc. 2.25%
  • Cencora, Inc. 2.07%
  • Targa Resources Corp. 1.92%
  • Vistra Corp. 1.83%

Only in VB

1,119 total
  • Atmos Energy Corp 0.43%
  • TechnipFMC PLC 0.39%
  • Ciena Corp 0.38%
  • Expand Energy Corp 0.37%
  • United Therapeutics Corp 0.36%
  • Curtiss-Wright Corp 0.35%
  • Flex Ltd 0.34%
  • Omnicom Group Inc 0.33%
  • Coherent Corp 0.31%
  • Royal Gold Inc 0.30%

Open IWP or VB 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.