IWR vs VO — stock comparison tool

IWR currently yields 1.16% TTM versus VO at 1.36%. Use the calculator below to compare DRIP total returns and fundamentals side by side.

IWRVO
Performance Comparison
Total return with dividends reinvested (DRIP) from a $10,000 start — price + income.
IWR
VO

*Total Return = DRIP (price + reinvested dividends). Range: 2025-10-21 to 2026-10-21. Legend ordered low → high.

Chart metrics: Total Return (%) · Price Return (%) · Portfolio Value ($) · Stock Price · Dividends (Annual) · Dividend Growth (%). Market Cap history is not available yet.

Calendar-year total returns

Side-by-side yearly performance for each ticker (adjusted close ≈ total return)

IWR Total Returns by Year
Calendar-year total returns, including reinvested dividends
Adj. close

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VO Total Returns by Year
Calendar-year total returns, including reinvested dividends
Adj. close

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Best Total Return

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No data

Highest Dividend Income

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Best Avg Annual Return

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DRIP Simulation Summary
$10,000 initial investment with DRIP (live)
TickerPeriodStart $End $DividendsStart PriceEnd PriceSharesReturn %
Current Data Comparison
Live fundamental metrics and analyst data
Metric
IWR$109.60
—

iShares Russell Mid-Cap ETF

VO$80.93
—

Vanguard Morningstar Mid-Cap ETF

Dividend Information

Dividend Yield
1.16%
1.36%
Annual Dividend
$1.27
$1.10
Dividend Growth (5yr)
-
-
Years of Growth
4
4
ETF holdings & allocation
Side-by-side composition for each ETF in this comparison.

IWR

822 holdings
Technology18.50%
Information Technology17.66%
Industrials16.78%
Financials13.70%
Financial Services13.20%
Health Care12.28%
Healthcare11.92%
Consumer Cyclical9.70%
Consumer Discretionary8.47%
Energy6.97%
Real Estate6.24%
Other29.98%

Top 10 holdings

NameWeight
MPCMARATHON PETROLEUM1.03%
PSXPHILLIPS 660.85%
SNOWSNOWFLAKE0.83%
NETCLOUDFLARE CLASS A0.74%
DDOGDATADOG INC CLASS A0.64%
MRNAMODERNA0.63%
HOODROBINHOOD MARKETS CLASS A0.59%
HPEHEWLETT PACKARD ENTERPRISE0.57%
RCLROYAL CARIBBEAN GROUP0.52%
LITELUMENTUM HOLDINGS0.50%
Top 106.90%

VO

307 holdings
Industrials18.53%
Technology17.58%
Financial Services13.78%
Healthcare9.28%
Consumer Cyclical8.66%
Energy8.64%
Utilities7.71%
Consumer Defensive4.82%
Real Estate4.79%
Basic Materials4.06%
Communication Services2.15%
Cash & Others0.02%

Top 10 holdings

NameWeight
NETCloudflare Inc1.11%
VLOValero Energy Corp1.10%
MPCMarathon Petroleum Corp1.10%
PSXPhillips 661.01%
PWRQuanta Services Inc0.95%
VRTVertiv Holdings Co0.92%
DDOGDatadog Inc0.91%
HWMHowmet Aerospace Inc0.89%
STXSeagate Technology Holdings PLC0.88%
HOODRobinhood Markets Inc0.88%
Top 109.75%

Overlap & differences

Ticker overlap by weight, sector tilts, and where one fund is overweight. Open full tool

425742
IWRSharedVO

Overlap by weight

25%

Share of portfolio weight that appears in both funds.

# overlapping holdings

57

IWR: 58% also in VOVO: 58% also in IWR

IWR: showing top 100 holdings by weight (of 822) · VO: showing top 100 holdings by weight (of 307). Overlap counts use this top slice, not the full fund book.

Sector drift (IWR vs VO)

Left = heavier in IWR. Right = heavier in VO.

IWR overweight (left)VO overweight (right)
57 shown

Overlapping tickers

MPC		1.0%1.1%1.0%
OKE		0.9%1.1%0.9%
PSX		0.9%1.0%0.9%
NET		0.7%1.1%0.7%
DDOG		0.6%0.9%0.6%
HOOD		0.6%0.9%0.6%
HPE		0.6%0.8%0.6%
SNOW		0.8%0.6%0.6%
RCL		0.5%0.7%0.5%
LITE		0.5%0.9%0.5%

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IWR vs VO Dividend Comparison | DRIP Tool | Dividend Wealth