ETF comparison
DSI vs IWD
US Total Market vs US Value.
iShares ESG MSCI KLD 400 ETF · iShares Russell 1000 Value ETF
Holdings overlap
314 positions appear in both funds. Buying equal dollars of DSI and IWD would leave roughly 42.5% 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 7 bps cheaper than DSI. On a $100,000 position that's about $70/yr more in fees for DSI.
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 DSI vs IWD.
Top shared holdings
314 shared in total| # | Holding | In DSI | In IWD | Overlap |
|---|---|---|---|---|
| 1 | MICROSOFT CORPORATION | 9.49% | 3.88% | 3.88% |
| 2 | CISCO SYSTEMS, INC. | 1.33% | 1.30% | 1.30% |
| 3 | ABBVIE INC. | 1.29% | 1.15% | 1.15% |
| 4 | INTEL CORPORATION | 1.15% | 1.72% | 1.15% |
| 5 | THE PROCTER & GAMBLE COMPANY | 0.97% | 0.96% | 0.96% |
| 6 | MERCK & CO., INC. | 0.93% | 0.89% | 0.89% |
| 7 | THE COCA-COLA COMPANY | 0.98% | 0.78% | 0.78% |
| 8 | MORGAN STANLEY | 0.72% | 0.66% | 0.66% |
| 9 | LINDE PUBLIC LIMITED COMPANY | 0.64% | 0.67% | 0.64% |
| 10 | INTERNATIONAL BUSINESS MACHINES CORPORATION | 0.61% | 0.74% | 0.61% |
| 11 | MCDONALD'S CORPORATION | 0.56% | 0.54% | 0.54% |
| 12 | ANALOG DEVICES, INC. | 0.52% | 0.50% | 0.50% |
Only in DSI
88 total- NVIDIA CORPORATION 13.42%
- ALPHABET INC. 6.00%
- ALPHABET INC. 4.77%
- TESLA, INC. 2.54%
- ADVANCED MICRO DEVICES, INC. 2.25%
- VISA INC. 1.78%
- MASTERCARD INCORPORATED 1.36%
- APPLIED MATERIALS, INC. 1.17%
- CATERPILLAR INC. 1.10%
- LAM RESEARCH CORPORATION 1.06%
Only in IWD
556 total- AMAZON.COM, INC. 5.93%
- APPLE INC. 5.37%
- BERKSHIRE HATHAWAY INC. 2.61%
- JPMORGAN CHASE & CO. 2.45%
- JOHNSON & JOHNSON 1.71%
- EXXON MOBIL CORPORATION 1.59%
- WALMART INC. 1.27%
- UNITEDHEALTH GROUP INCORPORATED 1.05%
- BANK OF AMERICA CORPORATION 0.98%
- CHEVRON CORPORATION 0.86%
Related comparisons
More comparisons with DSI
- DSI vs DFAC · U.S. Core Equity 2 Portfolio-ETF Class Shares 41.7%
- DSI vs VTV · Vanguard Morningstar Value ETF 40.0%
- DSI vs QQQ · Invesco QQQ Trust 39.5%
- DSI vs VIG · Vanguard Dividend Appreciation Index Fund ETF Shares 36.4%
- DSI vs DGRO · iShares Core Dividend Growth ETF 34.3%
- DSI vs VYM · Vanguard High Dividend Yield Index Fund ETF Shares 33.8%
More comparisons with IWD
- IWD vs LRGF · iShares U.S. Equity Factor ETF 42.1%
- IWD vs DYNF · iShares U.S. Equity Factor Rotation Active ETF 39.2%
- IWD vs XLG · Invesco S&P 500 Top 50 ETF 38.3%
- IWD vs DGRW · WisdomTree U.S. Quality Dividend Growth Fund 35.8%
- IWD vs OMFL · Invesco Russell 1000 Dynamic Multifactor ETF 35.1%
- IWD vs ONEQ · Fidelity Nasdaq Composite Index ETF 32.6%
Percentages are holdings overlap with the named fund.
Open DSI 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.