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Data as of Sep 12, 2026. Both funds on the fields they both publish, from the same sources.

ETFIQetfiq.com · independent ETF data

URTH vs VOE: how they differ

URTH and VOE hold 7% of their weight in the same names, and VOE returned more over the year.

iShares MSCI World ETF and Vanguard Mid-Cap Value Index Fund.

What they hold in common

By the books each fund has filed, URTH and VOE hold 7% of their money in the same securities at the same weight.

Positions URTH and VOE both hold, largest shared weight first
HoldingURTHVOE
NEWMONT CORPORATION0.13%0.86%
FEDEX CORPORATION0.10%0.58%
CUMMINS INC.0.10%1.71%
THE WILLIAMS COMPANIES, INC.0.10%0.79%
JOHNSON CONTROLS INTERNATIONAL PUBLIC LI0.09%0.77%
SLB N.V.0.09%1.21%
GENERAL MOTORS COMPANY0.09%1.21%
MARATHON PETROLEUM CORPORATION0.08%1.29%
VALERO ENERGY CORPORATION0.08%1.34%
CRH PUBLIC LIMITED COMPANY0.08%1.24%
PHILLIPS 660.08%1.18%
NORFOLK SOUTHERN CORPORATION0.07%0.61%
Largest positions each one holds and the other does not
Only in URTHOnly in VOE
NVIDIA CORPORATION 5.64%Southwest Airlines Co 0.44%
APPLE INC. 5.04%Medline Inc 0.27%
MICROSOFT CORPORATION 3.50%Lennar Corp 0.03%
AMAZON.COM, INC. 2.86%
ALPHABET INC. 2.43%
BROADCOM INC. 2.21%
ALPHABET INC. 2.01%
META PLATFORMS, INC. 1.51%

Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed. Above 50%, holding both is close to holding one of them twice. Holdings dated Jun 30, 2026 and May 31, 2026.

URTH and VOE on the fields both publish, as of Sep 12, 2026. Source: ETFIQ.
URTH
iShares MSCI World ETF
VOE
Vanguard Mid-Cap Value Index Fund
Where it sitsCore index fundCore index fund
IssueriSharesVanguard
What it isMSCI WorldMid-Cap Value
Total return, 1 year+17.4%+20.2%
S&P 500 over the same days+17.5%+17.5%
Gap to the S&P 500−0.1 pts+2.7 pts
Expense ratio0.24%0.05%
Already in the S&P 50070.3%96.6%
Holdings1322170

URTH in plain words

URTH is an index equity fund tracking the MSCI World. Over the year to Sep 11, 2026 it returned +17.4% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.24% a year. By its holdings filed for May 31, 2026, 70% of the fund by weight is stocks the S&P 500 also holds, across 1322 positions, with the top ten at 27.8%.

VOE in plain words

VOE is an index equity fund tracking the Mid-Cap Value. Over the year to Sep 11, 2026 it returned +20.2% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.05% a year. By its holdings filed for Jun 30, 2026, 97% of the fund by weight is stocks the S&P 500 also holds, across 170 positions, with the top ten at 12.7%.

Questions people ask

Which returned more over the last year, URTH or VOE?
In the year to Sep 12, 2026, with distributions reinvested, URTH returned +17.4% and VOE returned +20.2%, so VOE returned more. One year is one year; the longer windows are in the table.
Which is cheaper, URTH or VOE?
URTH charges 0.24% a year and VOE charges 0.05%, so VOE is cheaper. Fees come from each fund's prospectus.
How much do URTH and VOE overlap with the S&P 500?
By their latest filed holdings, 70% of URTH and 97% of VOE by weight is stocks the S&P 500 already holds. Between the two funds, 7% of their books are the same securities at the same weight.

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Where these figures came from

ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.

URTH against VOE, ETFIQ, data as of Sep 12, 2026. Every figure is arithmetic on a named public source; the method is at etfiq.com/methodology. A comparison is not a recommendation.

Cite this page. ETFIQ, URTH against VOE, data as of Sep 12, 2026. https://etfiq.com/compare/any/URTH-VOE Free to use with attribution; the underlying files are at Open data.

A comparison is not a recommendation. Standards and sources