IVOG vs IWR: Differences, Returns & Fees
IVOG and IWR hold 15% of their weight in the same names. Net assets: $1.7bn on Sep 30, 2026 for Vanguard S&P Mid-Cap 400 Growth ETF, and $57.0bn on Oct 20, 2026 for iShares Russell Mid-Cap ETF.
IVOG costs 0.08 points a year less; their one-year returns differ by 0.1 points; IWR is far larger, $54.9bn against $1.7bn.
| IVOG | IWR | |
|---|---|---|
| Expense ratio | 0.10% | 0.18% |
| Net assets, as of Sep 30, 2026 | $1.7bn | $54.9bn |
| Total return, 1 year | +15.0% | +15.1% |
| What it tracks | S&P MidCap 400 Growth Index | Russell Midcap Index |
| Holdings in common | 15% | |
| Top ten holdings, share of the fund | 14.7% | 6.8% |
| Below its high | 8.1%, high on Aug 14, 2026 | 4.3%, high on Aug 14, 2026 |
Holdings in common uses holdings dated Sep 30, 2026 and Oct 19, 2026.
IVOG and IWR are built for the same job. How do they differ in cost, holdings and results?
- What each follows. IVOG follows S&P MidCap 400 Growth Index and IWR follows Russell Midcap Index.
- Holdings in common. 15% of the weight is in the same securities (holdings dated Sep 30, 2026 and Oct 19, 2026).
- Number of holdings. IVOG holds 249 positions and IWR holds 825.
Data as of Oct 20, 2026. The differences are picked by a fixed rule, in a fixed order; the PDF prints it. Page 2 has the returns, overlap, risks and sources.
Take this comparison to a client
The two-page PDF for this pair is coming. Save the comparison to follow its changes. Free. It needs an email sign-in, once.
Not advice. The brief uses the figures on this page, with the data date and a report id. Saved comparisons are listed on your saved page; privacy.
What they hold in common
By the books each fund has filed, IVOG and IWR hold 15% of their money in the same securities at the same weight. Holdings dated Sep 30, 2026 and Oct 19, 2026.
half
15% in common
On the same fields
IVOG and IWR on the fields both publish, as of Oct 20, 2026. Source: ETFIQ.
About IVOG
IVOG tracks an index. Over the year to Oct 20, 2026 it returned +15.0% with distributions reinvested, against +14.9% for its benchmark, the S&P MidCap 400 Growth Index. The prospectus expense ratio is 0.10% a year. By its holdings published by its issuer as of Sep 30, 2026, 3% of the fund by weight is stocks the S&P 500 also holds, across 249 positions, with the top ten at 14.7%. It sat 8.1% below its high of Aug 14, 2026 on Oct 20, 2026.
About IWR
IWR tracks an index. The prospectus expense ratio is 0.18% a year. By its holdings published by its issuer for Oct 19, 2026, 62% of the fund by weight is stocks the S&P 500 also holds, across 825 positions, with the top ten at 6.8%. It sat 4.3% below its high of Aug 14, 2026 on Oct 20, 2026.
Over the year to Oct 20, 2026 it returned +15.1% with distributions reinvested, against +15.0% for its benchmark, the Russell 3000 Index.
Questions people ask
- Which returned more over the last year, IVOG or IWR?
- In the year to Oct 20, 2026, with distributions reinvested, IVOG returned +15.0% and IWR +15.1%.
- Which is cheaper, IVOG or IWR?
- IVOG is cheaper, by 0.08 percentage points a year. That is about $8 on $10,000 held for a year. Fees come from each fund's prospectus.
ETFIQ links to the documents behind every figure; a link is not an endorsement. A comparison is not a recommendation.
How this is computed
Overlap adds up the smaller of the two weights for each security both funds hold.
Cite this pageCitation, APA and Markdown
ETFIQ, IVOG against IWR, data as of Oct 20, 2026. https://etfiq.com/compare/any/ivog-vs-iwr
ETFIQ. (Oct 20, 2026). IVOG against IWR. Retrieved from https://etfiq.com/compare/any/ivog-vs-iwr
[IVOG against IWR (ETFIQ, Oct 20, 2026)](https://etfiq.com/compare/any/ivog-vs-iwr)
Free to use with attribution for figures ETFIQ computes; issuer data stays under its owner's terms.