ETF comparison
ESGU vs IWD
US Total Market vs US Value.
iShares ESG Aware MSCI USA ETF · iShares Russell 1000 Value ETF
Holdings overlap
223 positions appear in both funds. Buying equal dollars of ESGU and IWD would leave roughly 48.9% 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
ESGU is 3 bps cheaper than IWD. On a $100,000 position that's about $30/yr more in fees for IWD.
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 ESGU vs IWD.
Top shared holdings
223 shared in total| # | Holding | In ESGU | In IWD | Overlap |
|---|---|---|---|---|
| 1 | APPLE INC. | 6.83% | 5.37% | 5.37% |
| 2 | MICROSOFT CORPORATION | 4.73% | 3.88% | 3.88% |
| 3 | AMAZON.COM, INC. | 3.82% | 5.93% | 3.82% |
| 4 | JPMORGAN CHASE & CO. | 1.17% | 2.45% | 1.17% |
| 5 | INTEL CORPORATION | 0.85% | 1.72% | 0.85% |
| 6 | CISCO SYSTEMS, INC. | 0.75% | 1.30% | 0.75% |
| 7 | EXXON MOBIL CORPORATION | 0.69% | 1.59% | 0.69% |
| 8 | THE GOLDMAN SACHS GROUP, INC. | 0.66% | 0.82% | 0.66% |
| 9 | ABBVIE INC. | 0.65% | 1.15% | 0.65% |
| 10 | BERKSHIRE HATHAWAY INC. | 0.63% | 2.61% | 0.63% |
| 11 | META PLATFORMS, INC. | 1.94% | 0.63% | 0.63% |
| 12 | COSTCO WHOLESALE CORPORATION | 0.61% | 0.65% | 0.61% |
Only in ESGU
64 total- NVIDIA CORPORATION 7.77%
- ALPHABET INC. 4.72%
- BROADCOM INC. 3.07%
- TESLA, INC. 1.85%
- MICRON TECHNOLOGY, INC. 1.66%
- ELI LILLY AND COMPANY 1.33%
- ADVANCED MICRO DEVICES, INC. 1.33%
- ALPHABET INC. 1.33%
- VISA INC. 0.95%
- APPLIED MATERIALS, INC. 0.72%
Only in IWD
647 total- WALMART INC. 1.27%
- Philip Morris International Inc. 0.79%
- Altria Group, Inc. 0.34%
- Chubb Limited 0.34%
- DELL TECHNOLOGIES INC. 0.32%
- THE SOUTHERN COMPANY 0.30%
- MEDTRONIC PUBLIC LIMITED COMPANY 0.28%
- DUKE ENERGY CORPORATION 0.28%
- GENERAL DYNAMICS CORPORATION 0.25%
- EMERSON ELECTRIC CO. 0.23%
Related comparisons
More comparisons with ESGU
- ESGU vs VIG · Vanguard Dividend Appreciation Index Fund ETF Shares 39.7%
- ESGU vs VTV · Vanguard Morningstar Value ETF 38.1%
- ESGU vs DGRO · iShares Core Dividend Growth ETF 38.0%
- ESGU vs VYM · Vanguard High Dividend Yield Index Fund ETF Shares 31.8%
- ESGU vs VO · Vanguard Morningstar Mid-Cap ETF 18.8%
- ESGU vs SCHD · Schwab U.S. Dividend Equity ETF 7.0%
More comparisons with IWD
- IWD vs GSLC · Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 48.5%
- IWD vs OEF · iShares S&P 100 ETF 47.7%
- IWD vs VIG · Vanguard Dividend Appreciation Index Fund ETF Shares 45.2%
- IWD vs RSP · Invesco S&P 500 Equal Weight ETF 45.2%
- IWD vs JAVA · JPMorgan Active Value ETF 44.0%
- IWD vs FELC · Fidelity Enhanced Large Cap Core ETF 43.3%
Percentages are holdings overlap with the named fund.
Open ESGU 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.