ETF comparison
ESGV vs IWD
US Total Market vs US Value.
Vanguard ESG U.S. Stock ETF · iShares Russell 1000 Value ETF
Holdings overlap
650 positions appear in both funds. Buying equal dollars of ESGV and IWD would leave roughly 50.4% 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
ESGV is 9 bps cheaper than IWD. On a $100,000 position that's about $90/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 ESGV vs IWD.
Top shared holdings
650 shared in total| # | Holding | In ESGV | In IWD | Overlap |
|---|---|---|---|---|
| 1 | Apple Inc | 7.62% | 5.37% | 5.37% |
| 2 | Amazon.com Inc | 4.40% | 5.93% | 4.40% |
| 3 | Microsoft Corp | 5.66% | 3.88% | 3.88% |
| 4 | JPMorgan Chase & Co | 1.29% | 2.45% | 1.29% |
| 5 | Intel Corp | 0.86% | 1.72% | 0.86% |
| 6 | Cisco Systems Inc | 0.81% | 1.30% | 0.81% |
| 7 | Costco Wholesale Corp | 0.72% | 0.65% | 0.65% |
| 8 | AbbVie Inc | 0.65% | 1.15% | 0.65% |
| 9 | Meta Platforms Inc | 2.34% | 0.63% | 0.63% |
| 10 | UnitedHealth Group Inc | 0.59% | 1.05% | 0.59% |
| 11 | Bank of America Corp | 0.57% | 0.98% | 0.57% |
| 12 | Procter & Gamble Co/The | 0.57% | 0.96% | 0.57% |
Only in ESGV
584 total- NVIDIA Corp 8.37%
- Alphabet Inc 3.74%
- Broadcom Inc 3.50%
- Alphabet Inc 3.02%
- Tesla Inc 2.08%
- Micron Technology Inc 1.84%
- Eli Lilly & Co 1.50%
- Advanced Micro Devices Inc 1.41%
- Visa Inc 0.93%
- Lam Research Corp 0.68%
Only in IWD
220 total- BERKSHIRE HATHAWAY INC. 2.61%
- JOHNSON & JOHNSON 1.71%
- EXXON MOBIL CORPORATION 1.59%
- WALMART INC. 1.27%
- CHEVRON CORPORATION 0.86%
- Philip Morris International Inc. 0.79%
- INTERNATIONAL BUSINESS MACHINES CORPORATION 0.74%
- RTX CORPORATION 0.72%
- WELLS FARGO & COMPANY 0.71%
- NEXTERA ENERGY, INC. 0.51%
Related comparisons
More comparisons with ESGV
- ESGV vs VIG · Vanguard Dividend Appreciation Index Fund ETF Shares 35.9%
- ESGV vs DGRO · iShares Core Dividend Growth ETF 34.5%
- ESGV vs VTV · Vanguard Morningstar Value ETF 30.5%
- ESGV vs VYM · Vanguard High Dividend Yield Index Fund ETF Shares 28.1%
- ESGV vs VO · Vanguard Morningstar Mid-Cap ETF 13.8%
- ESGV vs VB · Vanguard Morningstar Small-Cap ETF 10.0%
More comparisons with IWD
- IWD vs MGC · Vanguard Morningstar Mega Cap ETF 49.8%
- IWD vs DFLV · Dimensional US Large Cap Value ETF 49.6%
- IWD vs MGV · Vanguard Morningstar Mega Cap Value ETF 49.0%
- IWD vs ESGU · iShares ESG Aware MSCI USA ETF 48.9%
- IWD vs GSLC · Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 48.5%
- IWD vs OEF · iShares S&P 100 ETF 47.7%
Percentages are holdings overlap with the named fund.
Open ESGV 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.