Which returned more over the last year, IWR or VFMO?

In the year to Oct 20, 2026, with distributions reinvested, IWR returned +15.1% and VFMO +13.2%.

Which is cheaper, IWR or VFMO?

VFMO is cheaper, by 0.05 percentage points a year. That is about $5 on $10,000 held for a year. Fees come from each fund's prospectus.

How much do IWR and VFMO overlap with the S&P 500?

By their latest filed holdings, 62% of IWR and 43% of VFMO by weight is stocks the S&P 500 already holds.

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IWR vs VFMO: Differences, Returns & Fees

IWR and VFMO hold 19% of their weight in the same names, and IWR returned +15.1% over the year. Net assets: $57.0bn on Oct 20, 2026 for iShares Russell Mid-Cap ETF, and $1.9bn on Sep 30, 2026 for Vanguard U.S. Momentum Factor ETF.

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Answers cite the figures on this page.

VFMO costs 0.05 points a year less; their one-year returns differ by 1.9 points; IWR is far larger, $54.9bn against $1.9bn.

IWR vs VFMO: Differences, Returns & Fees
	IWR	VFMO
Expense ratio	0.18%	0.13%
Net assets, as of Sep 30, 2026	$54.9bn	$1.9bn
Total return, 1 year	+15.1%	+13.2%
What it tracks	Russell Midcap Index	No index, actively managed
Holdings in common	19%
Top ten holdings, share of the fund	6.8%	9.5%
Below its high	4.3%, high on Aug 14, 2026	11.5%, high on Jun 30, 2026

Holdings in common uses holdings dated May 31, 2026 and Oct 19, 2026.

+15.1%

IWR total return, 1 year

+13.2%

VFMO total return, 1 year

0.18%

IWR expense ratio

0.13%

VFMO expense ratio

What they hold in common

By the books each fund has filed, IWR and VFMO hold 19% of their money in the same securities at the same weight. Holdings dated May 31, 2026 and Oct 19, 2026.

50%

half

19% in common

Positions both hold, largest shared weight first

Holding IWR VFMO

MARATHON PETROLEUM 1.04% 0.71%

PHILLIPS 66 0.87% 0.64%

L3HARRIS TECHNOLOGIES 0.34% 0.31%

REVOLUTION MEDICINES 0.26% 0.41%

CENCORA 0.47% 0.26%

FLEX LTD 0.24% 0.29%

CARDINAL HEALTH 0.44% 0.23%

LUMENTUM HOLDINGS 0.48% 0.22%

TERADYNE 0.39% 0.22%

TARGA RESOURCES 0.46% 0.21%

ROCKET LAB CORP 0.21% 0.34%

COHERENT 0.32% 0.20%

Only in IWR

SNOWFLAKE 0.79%

DATADOG INC CLASS A 0.64%

HEWLETT PACKARD ENTERPRISE 0.55%

ROBINHOOD MARKETS CLASS A 0.55%

ROYAL CARIBBEAN GROUP 0.53%

DIGITAL REALTY TRUST REIT 0.48%

SIMON PROPERTY GROUP REIT INC 0.48%

UNITED RENTALS 0.48%

Only in VFMO

Micron Technology Inc 1.36%

Intel Corp 1.25%

Advanced Micro Devices Inc 1.12%

Western Digital Corp 0.89%

Alphabet Inc 0.87%

KLA Corp 0.86%

Applied Materials Inc 0.82%

Lam Research Corp 0.82%

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On the same fields

IWR

iShares Russell Mid-Cap ETF

VFMO

Vanguard U.S. Momentum Factor ETF

Where it sits Stock ETF Stock ETF

Issuer iShares Vanguard

What it is Tracks an index Actively managed

Total return, 1 year +15.1% +13.2%

Its benchmark over the same days +15.0% (IWV) +15.0% (IWV)

Gap to its benchmark +0.1 pts vs IWV −1.9 pts vs IWV

Expense ratio 0.18% 0.13%

Already in the S&P 500 61.6% 43.4%

Holdings 825 704

Net assets, IWR as of Oct 20, 2026 and VFMO as of Sep 30, 2026 $57.0bn $1.9bn

IWR and VFMO on the fields both publish, as of Oct 20, 2026. Source: ETFIQ.

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.

About VFMO

VFMO is actively managed and tracks no index. The prospectus expense ratio is 0.13% a year. By its holdings filed for May 31, 2026, 43% of the fund by weight is stocks the S&P 500 also holds, across 704 positions, with the top ten at 9.5%. It sat 11.5% below its high of Jun 30, 2026 on Oct 20, 2026.

Over the year to Oct 20, 2026 it returned +13.2% with distributions reinvested, against +15.0% for its benchmark, the Russell 3000 Index.

Questions people ask

Which returned more over the last year, IWR or VFMO?: In the year to Oct 20, 2026, with distributions reinvested, IWR returned +15.1% and VFMO +13.2%.
Which is cheaper, IWR or VFMO?: VFMO is cheaper, by 0.05 percentage points a year. That is about $5 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do IWR and VFMO overlap with the S&P 500?: By their latest filed holdings, 62% of IWR and 43% of VFMO by weight is stocks the S&P 500 already holds.

Other comparisons

IMCB vs IWR IWR vs SPGP COWG vs IWR FLQM vs IWR VFMO vs VO VFMO vs VXF MDY vs VFMO SPMD vs VFMO

IWR on its own →VFMO on its own →Hold both: look the portfolio through →Rankings →IWR dividend history →IWR holdings →VFMO dividend history →VFMO holdings →Standards and sources →

Where these figures came from

IWR filings on SEC EDGAR ↗IWR prospectus with the expense ratio (SEC) ↗iShares page for IWR ↗VFMO filings on SEC EDGAR ↗VFMO prospectus with the expense ratio (SEC) ↗Vanguard page for VFMO ↗

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, IWR against VFMO, data as of Oct 20, 2026. https://etfiq.com/compare/any/iwr-vs-vfmo

Open data

Free to use with attribution for figures ETFIQ computes; issuer data stays under its owner's terms.