ETF comparison
CALF vs IWD
US Small Cap vs US Value.
Pacer US Small Cap Cash Cows 100 ETF · iShares Russell 1000 Value ETF
Holdings overlap
60 positions appear in both funds. Buying equal dollars of CALF and IWD would leave roughly 1.5% of each dollar exposed to the same underlying securities.
Unmatched is the part of a fund's weight the other fund doesn't match: names only it holds, plus any extra weight it puts in names both funds hold.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — see what we don't score for why.
Cost difference
IWD is 41 bps cheaper than CALF. On a $100,000 position that's about $410/yr more in fees for CALF.
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 CALF vs IWD.
Top shared holdings
60 shared in total| # | Holding | In CALF | In IWD | Overlap |
|---|---|---|---|---|
| 1 | EQT Corp | 1.93% | 0.09% | 0.09% |
| 2 | Biogen Inc | 1.91% | 0.09% | 0.09% |
| 3 | Zoom Communications Inc | 1.93% | 0.06% | 0.06% |
| 4 | Expand Energy Corp | 2.00% | 0.06% | 0.06% |
| 5 | Omnicom Group Inc | 1.94% | 0.06% | 0.06% |
| 6 | Incyte Corp | 1.52% | 0.05% | 0.05% |
| 7 | CF Industries Holdings Inc | 1.79% | 0.05% | 0.05% |
| 8 | Tenet Healthcare Corp | 2.75% | 0.04% | 0.04% |
| 9 | Toll Brothers Inc | 1.17% | 0.04% | 0.04% |
| 10 | Best Buy Co Inc | 1.71% | 0.04% | 0.04% |
| 11 | Ovintiv Inc | 1.79% | 0.04% | 0.04% |
| 12 | Leidos Holdings Inc | 1.70% | 0.04% | 0.04% |
Only in CALF
138 total- Expedia Group Inc 2.47%
- GoDaddy Inc 1.73%
- Gartner Inc 1.24%
- Cal-Maine Foods Inc 0.79%
- Tutor Perini Corp 0.76%
- Delek US Holdings Inc 0.67%
- Chewy Inc 0.66%
- Crescent Energy Co 0.65%
- Rush Enterprises Inc 0.62%
- Brink's Co/The 0.61%
Only in IWD
810 total- AMAZON.COM, INC. 5.93%
- APPLE INC. 5.37%
- MICROSOFT CORPORATION 3.88%
- BERKSHIRE HATHAWAY INC. 2.61%
- JPMORGAN CHASE & CO. 2.45%
- INTEL CORPORATION 1.72%
- JOHNSON & JOHNSON 1.71%
- EXXON MOBIL CORPORATION 1.59%
- CISCO SYSTEMS, INC. 1.30%
- WALMART INC. 1.27%
Related comparisons
More comparisons with CALF
- CALF vs VYM · Vanguard High Dividend Yield Index Fund ETF Shares 1.4%
- CALF vs ITOT · iShares Core S&P Total U.S. Stock Market ETF 1.1%
- CALF vs SCHB · Schwab U.S. Broad Market ETF 1.1%
- CALF vs VTI · Vanguard Morningstar Total Stock Market ETF 1.1%
- CALF vs VO · Vanguard Morningstar Mid-Cap ETF 1.0%
- CALF vs DGRO · iShares Core Dividend Growth ETF 0.4%
More comparisons with IWD
- IWD vs BBSC · JPMorgan BetaBuilders U.S. Small Cap Equity ETF 1.1%
- IWD vs AVUV · Avantis US Small Cap Value ETF 1.0%
- IWD vs IJR · iShares Core S&P Small-Cap ETF 0.7%
- IWD vs SPSM · State Street SPDR Portfolio S&P 600 Small Cap ETF 0.7%
- IWD vs VIOO · Vanguard S&P Small-Cap 600 Index Fund ETF Shares 0.7%
- IWD vs IJS · iShares S&P Small-Cap 600 Value ETF 0.6%
Percentages are holdings overlap with the named fund.
Open CALF or IWD 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.