ETF comparison
CGUS vs IWD
US Large Cap vs US Value.
Capital Group Core Equity ETF · iShares Russell 1000 Value ETF
Holdings overlap
42 positions appear in both funds. Buying equal dollars of CGUS and IWD would leave roughly 27.3% 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 15 bps cheaper than CGUS. On a $100,000 position that's about $150/yr more in fees for CGUS.
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 CGUS vs IWD.
Top shared holdings
42 shared in total| # | Holding | In CGUS | In IWD | Overlap |
|---|---|---|---|---|
| 1 | Amazon.com Inc | 5.04% | 5.93% | 5.04% |
| 2 | Microsoft Corp | 5.75% | 3.88% | 3.88% |
| 3 | Apple Inc | 2.76% | 5.37% | 2.76% |
| 4 | JPMorgan Chase & Co | 1.79% | 2.45% | 1.79% |
| 5 | Cisco Systems Inc | 1.95% | 1.30% | 1.30% |
| 6 | UnitedHealth Group Inc | 1.29% | 1.05% | 1.05% |
| 7 | Philip Morris International Inc | 0.88% | 0.79% | 0.79% |
| 8 | RTX Corp | 1.95% | 0.72% | 0.72% |
| 9 | Wells Fargo & Co | 1.13% | 0.71% | 0.71% |
| 10 | Goldman Sachs Group Inc/The | 0.70% | 0.82% | 0.70% |
| 11 | Linde PLC | 1.34% | 0.67% | 0.67% |
| 12 | Meta Platforms Inc | 3.79% | 0.63% | 0.63% |
Only in CGUS
23 total- NVIDIA Corp 6.85%
- Broadcom Inc 6.33%
- Eli Lilly & Co 3.92%
- Alphabet Inc 3.22%
- Applied Materials Inc 2.57%
- Taiwan Semiconductor Manufacturing Co Ltd 2.44%
- Seagate Technology Holdings PLC 2.11%
- Alphabet Inc 1.93%
- British American Tobacco PLC 1.87%
- Mastercard Inc 1.82%
Only in IWD
828 total- BERKSHIRE HATHAWAY INC. 2.61%
- JOHNSON & JOHNSON 1.71%
- WALMART INC. 1.27%
- BANK OF AMERICA CORPORATION 0.98%
- THE PROCTER & GAMBLE COMPANY 0.96%
- MERCK & CO., INC. 0.89%
- CHEVRON CORPORATION 0.86%
- THE COCA-COLA COMPANY 0.78%
- INTERNATIONAL BUSINESS MACHINES CORPORATION 0.74%
- MORGAN STANLEY 0.66%
Related comparisons
More comparisons with CGUS
- CGUS vs DGRO · iShares Core Dividend Growth ETF 26.5%
- CGUS vs DIA · State Street SPDR Dow Jones Industrial Average ETF Trust 24.5%
- CGUS vs VYM · Vanguard High Dividend Yield Index Fund ETF Shares 23.4%
- CGUS vs VTV · Vanguard Morningstar Value ETF 17.9%
- CGUS vs SPHB · Invesco S&P 500 High Beta ETF 11.5%
- CGUS vs RSP · Invesco S&P 500 Equal Weight ETF 10.8%
More comparisons with IWD
- IWD vs QQQM · Invesco NASDAQ 100 ETF 27.3%
- IWD vs FVD · First Trust Value Line Dividend Index Fund 27.2%
- IWD vs QQQ · Invesco QQQ Trust 26.9%
- IWD vs DIA · State Street SPDR Dow Jones Industrial Average ETF Trust 26.7%
- IWD vs CGDV · Capital Group Dividend Value ETF 25.4%
- IWD vs VONG · Vanguard Russell 1000 Growth Index Fund ETF Shares 25.3%
Percentages are holdings overlap with the named fund.
Open CGUS 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.