ETF comparison
COWZ vs IWD
Quality Factor vs US Value.
Holdings overlap
91 positions appear in both funds. Buying equal dollars of COWZ and IWD would leave roughly 11.3% 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 31 bps cheaper than COWZ. On a $100,000 position that's about $310/yr more in fees for COWZ.
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 COWZ vs IWD.
Top shared holdings
91 shared in total| # | Holding | In COWZ | In IWD | Overlap |
|---|---|---|---|---|
| 1 | QUALCOMM Inc | 1.31% | 0.55% | 0.55% |
| 2 | Verizon Communications Inc | 1.97% | 0.50% | 0.50% |
| 3 | Gilead Sciences Inc | 1.93% | 0.44% | 0.44% |
| 4 | AT&T Inc | 1.95% | 0.39% | 0.39% |
| 5 | Pfizer Inc | 1.84% | 0.38% | 0.38% |
| 6 | Uber Technologies Inc | 1.90% | 0.36% | 0.36% |
| 7 | Salesforce Inc | 1.90% | 0.35% | 0.35% |
| 8 | Lowe's Cos Inc | 1.89% | 0.35% | 0.35% |
| 9 | Altria Group Inc | 1.81% | 0.34% | 0.34% |
| 10 | Bristol-Myers Squibb Co | 2.18% | 0.33% | 0.33% |
| 11 | Newmont Corp | 1.80% | 0.28% | 0.28% |
| 12 | General Dynamics Corp | 2.05% | 0.25% | 0.25% |
Only in COWZ
9 total- Booking Holdings Inc 2.22%
- Expedia Group Inc 1.58%
- Airbnb Inc 1.54%
- Autodesk Inc 0.82%
- Las Vegas Sands Corp 0.64%
- Tapestry Inc 0.57%
- Dexcom Inc 0.49%
- Atlassian Corp 0.39%
- Zscaler Inc 0.31%
Only in IWD
779 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 COWZ
- COWZ vs DUHP · DFA U.S. High Relative Profitability Portfolio – ETF Class Shares 9.6%
- COWZ vs DGRO · iShares Core Dividend Growth ETF 8.0%
- COWZ vs QUAL · iShares MSCI USA Quality Factor ETF 7.7%
- COWZ vs SPY · State Street SPDR S&P 500 ETF Trust 7.2%
- COWZ vs VOO · Vanguard S&P 500 ETF 7.2%
- COWZ vs SPYM · State Street SPDR Portfolio S&P 500 ETF 7.2%
More comparisons with IWD
- IWD vs SCHD · Schwab U.S. Dividend Equity ETF 11.2%
- IWD vs SPHB · Invesco S&P 500 High Beta ETF 10.9%
- IWD vs SCHM · Schwab U.S. Mid-Cap ETF 10.5%
- IWD vs VBR · Vanguard Morningstar Small-Cap Value ETF 10.0%
- IWD vs SPYD · State Street SPDR Portfolio S&P 500 High Dividend ETF 9.5%
- IWD vs FDL · First Trust Morningstar Dividend Leaders Index Fund 9.4%
Percentages are holdings overlap with the named fund.
Open COWZ 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.