ETF comparison
FNDX vs IWD
US Large Cap vs US Value.
Schwab Fundamental U.S. Large Company ETF · iShares Russell 1000 Value ETF
Holdings overlap
578 positions appear in both funds. Buying equal dollars of FNDX and IWD would leave roughly 64.1% 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 FNDX. On a $100,000 position that's about $70/yr more in fees for FNDX.
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 FNDX vs IWD.
Top shared holdings
578 shared in total| # | Holding | In FNDX | In IWD | Overlap |
|---|---|---|---|---|
| 1 | Apple Inc | 4.63% | 5.37% | 4.63% |
| 2 | Microsoft Corp | 2.32% | 3.88% | 2.32% |
| 3 | Amazon.com Inc | 1.85% | 5.93% | 1.85% |
| 4 | Intel Corp | 2.57% | 1.72% | 1.72% |
| 5 | Exxon Mobil Corp | 2.28% | 1.59% | 1.59% |
| 6 | Berkshire Hathaway Inc | 1.41% | 2.61% | 1.41% |
| 7 | JPMorgan Chase & Co | 1.38% | 2.45% | 1.38% |
| 8 | UnitedHealth Group Inc | 1.37% | 1.05% | 1.05% |
| 9 | Walmart Inc | 1.01% | 1.27% | 1.01% |
| 10 | Johnson & Johnson | 0.97% | 1.71% | 0.97% |
| 11 | Cisco Systems Inc | 0.90% | 1.30% | 0.90% |
| 12 | Bank of America Corp | 0.87% | 0.98% | 0.87% |
Only in FNDX
155 total- Alphabet Inc 2.38%
- Alphabet Inc 1.89%
- Micron Technology Inc 1.59%
- Broadcom Inc 0.65%
- Caterpillar Inc 0.60%
- NVIDIA Corp 0.55%
- Applied Materials Inc 0.47%
- Texas Instruments Inc 0.43%
- Lam Research Corp 0.41%
- Advanced Micro Devices Inc 0.39%
Only in IWD
292 total- HONEYWELL INTERNATIONAL INCORPORATION 0.20%
- HONEYWELL AEROSPACE INC. 0.20%
- Coherent Corp. 0.15%
- UNITED AIRLINES HOLDINGS, INC. 0.12%
- Garmin Ltd. 0.11%
- COINBASE GLOBAL, INC. 0.09%
- SUNBELT RENTALS HOLDINGS, INC. 0.09%
- STRATEGY INC 0.08%
- MKS, INCORPORATED. 0.08%
- VEEVA SYSTEMS INC. 0.07%
Related comparisons
More comparisons with FNDX
- FNDX vs SCHX · Schwab U.S. Large-Cap ETF 63.8%
- FNDX vs IWB · iShares Russell 1000 ETF 63.6%
- FNDX vs SPYM · State Street SPDR Portfolio S&P 500 ETF 63.6%
- FNDX vs IVV · iShares Core S&P 500 ETF 63.6%
- FNDX vs VONE · Vanguard Russell 1000 Index Fund ETF Shares 63.4%
- FNDX vs VOO · Vanguard S&P 500 ETF 63.4%
More comparisons with IWD
- IWD vs VTV · Vanguard Morningstar Value ETF 64.0%
- IWD vs IWB · iShares Russell 1000 ETF 59.2%
- IWD vs DTD · WisdomTree U.S. Total Dividend Fund 58.8%
- IWD vs VONE · Vanguard Russell 1000 Index Fund ETF Shares 58.5%
- IWD vs DFAU · Dimensional US Core Equity Market ETF 58.2%
- IWD vs SPTM · State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF 57.9%
Percentages are holdings overlap with the named fund.
Open FNDX 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.