ETF comparison
DVY vs IWD
Dividend vs US Value.
iShares Select Dividend ETF · iShares Russell 1000 Value ETF
Holdings overlap
92 positions appear in both funds. Buying equal dollars of DVY and IWD would leave roughly 13.4% 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 20 bps cheaper than DVY. On a $100,000 position that's about $200/yr more in fees for DVY.
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 DVY vs IWD.
Top shared holdings
92 shared in total| # | Holding | In DVY | In IWD | Overlap |
|---|---|---|---|---|
| 1 | MERCK & COMPANY INC | 1.00% | 0.89% | 0.89% |
| 2 | CHEVRON CORP | 1.36% | 0.86% | 0.86% |
| 3 | PHILIP MORRIS INTERNATIONAL INC | 1.14% | 0.79% | 0.79% |
| 4 | COCA-COLA COMPANY (THE) | 0.99% | 0.78% | 0.78% |
| 5 | INTERNATIONAL BUSINESS MACHINES CORP | 0.78% | 0.74% | 0.74% |
| 6 | MCDONALD'S CORP | 0.61% | 0.54% | 0.54% |
| 7 | NEXTERA ENERGY INC | 0.85% | 0.51% | 0.51% |
| 8 | VERIZON COMMUNICATIONS INC | 1.74% | 0.50% | 0.50% |
| 9 | GILEAD SCIENCES INC | 0.63% | 0.44% | 0.44% |
| 10 | AT&T INC | 1.06% | 0.39% | 0.39% |
| 11 | PFIZER INC | 2.00% | 0.38% | 0.38% |
| 12 | CVS HEALTH CORP | 1.49% | 0.37% | 0.37% |
Only in DVY
7 total- EXXONMOBIL HOLDINGS CORP 0.97%
- VALLEY NATIONAL BANCORP 0.62%
- LOCKHEED MARTIN CORP 0.62%
- UNITED BANKSHARES INC 0.61%
- NEW JERSEY RESOURCES CORP 0.48%
- SOUTHWEST GAS HOLDINGS INC 0.47%
- BLACK HILLS CORP 0.44%
Only in IWD
778 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 DVY
- DVY vs DGRO · iShares Core Dividend Growth ETF 13.4%
- DVY vs VO · Vanguard Morningstar Mid-Cap ETF 13.0%
- DVY vs VIG · Vanguard Dividend Appreciation Index Fund ETF Shares 9.2%
- DVY vs DGRW · WisdomTree U.S. Quality Dividend Growth Fund 8.7%
- DVY vs SPY · State Street SPDR S&P 500 ETF Trust 8.0%
- DVY vs CGDV · Capital Group Dividend Value ETF 7.7%
More comparisons with IWD
- IWD vs COWZ · Pacer US Cash Cows 100 ETF 11.3%
- 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%
Percentages are holdings overlap with the named fund.
Open DVY 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.