ETF comparison
FDVV vs IWD
Dividend vs US Value.
Holdings overlap
78 positions appear in both funds. Buying equal dollars of FDVV and IWD would leave roughly 29.4% 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
FDVV 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 FDVV vs IWD.
Top shared holdings
78 shared in total| # | Holding | In FDVV | In IWD | Overlap |
|---|---|---|---|---|
| 1 | APPLE INC | 6.18% | 5.37% | 5.37% |
| 2 | MICROSOFT CORP | 4.89% | 3.88% | 3.88% |
| 3 | JPMORGAN CHASE and CO | 2.76% | 2.45% | 2.45% |
| 4 | BANK OF AMERICA CORPORATION | 1.96% | 0.98% | 0.98% |
| 5 | PROCTER and GAMBLE CO | 1.69% | 0.96% | 0.96% |
| 6 | GOLDMAN SACHS GROUP INC (THE) | 1.80% | 0.82% | 0.82% |
| 7 | PHILIP MORRIS INTERNATIONAL INC | 1.80% | 0.79% | 0.79% |
| 8 | COCA COLA CO | 1.96% | 0.78% | 0.78% |
| 9 | IBM CORPORATION | 0.83% | 0.74% | 0.74% |
| 10 | WELLS FARGO and CO | 1.52% | 0.71% | 0.71% |
| 11 | META PLATFORMS INC | 0.65% | 0.63% | 0.63% |
| 12 | MCDONALDS CORP | 1.36% | 0.54% | 0.54% |
Only in FDVV
20 total- NVIDIA CORP 6.57%
- BROADCOM INC 3.11%
- Fidelity Revere Street Trust 2.22%
- ALPHABET INC 1.95%
- BANCA MONTE DEI PASCHI DI SIENA SPA 1.50%
- BANCO BPM SPA 1.41%
- DANSKE BANK A/S 1.30%
- TEXAS INSTRUMENTS INC. 1.23%
- ORKLA ASA 1.18%
- SIMON PROPERTY GROUP INC 0.99%
Only in IWD
792 total- AMAZON.COM, INC. 5.93%
- BERKSHIRE HATHAWAY INC. 2.61%
- INTEL CORPORATION 1.72%
- EXXON MOBIL CORPORATION 1.59%
- CISCO SYSTEMS, INC. 1.30%
- WALMART INC. 1.27%
- CHEVRON CORPORATION 0.86%
- LINDE PUBLIC LIMITED COMPANY 0.67%
- MORGAN STANLEY 0.66%
- COSTCO WHOLESALE CORPORATION 0.65%
Related comparisons
More comparisons with FDVV
- FDVV vs IWF · iShares Russell 1000 Growth ETF 27.4%
- FDVV vs QQQ · Invesco QQQ Trust 26.7%
- FDVV vs VUG · Vanguard Morningstar Growth ETF 26.4%
- FDVV vs VTV · Vanguard Morningstar Value ETF 25.2%
- FDVV vs SPYD · State Street SPDR Portfolio S&P 500 High Dividend ETF 24.2%
- FDVV vs DVY · iShares Select Dividend ETF 20.9%
More comparisons with IWD
- IWD vs IWR · iShares Russell Mid-Cap ETF 28.5%
- IWD vs IWS · iShares Russell Mid-Cap Value ETF 28.5%
- IWD vs QUAL · iShares MSCI USA Quality Factor ETF 28.5%
- IWD vs SCHG · Schwab U.S. Large-Cap Growth ETF 28.5%
- IWD vs CGUS · Capital Group Core Equity ETF 27.3%
- IWD vs QQQM · Invesco NASDAQ 100 ETF 27.3%
Percentages are holdings overlap with the named fund.
Open FDVV 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.