ETF comparison
HDV vs IWD
Dividend vs US Value.
iShares Core High Dividend ETF · iShares Russell 1000 Value ETF
Holdings overlap
66 positions appear in both funds. Buying equal dollars of HDV and IWD would leave roughly 13.8% 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
HDV is 10 bps cheaper than IWD. On a $100,000 position that's about $100/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 HDV vs IWD.
Top shared holdings
66 shared in total| # | Holding | In HDV | In IWD | Overlap |
|---|---|---|---|---|
| 1 | ABBVIE INC | 6.16% | 1.15% | 1.15% |
| 2 | PROCTER & GAMBLE COMPANY (THE) | 4.52% | 0.96% | 0.96% |
| 3 | MERCK & COMPANY INC | 3.99% | 0.89% | 0.89% |
| 4 | CHEVRON CORP | 6.13% | 0.86% | 0.86% |
| 5 | PHILIP MORRIS INTERNATIONAL INC | 4.44% | 0.79% | 0.79% |
| 6 | COCA-COLA COMPANY (THE) | 4.09% | 0.78% | 0.78% |
| 7 | MCDONALD'S CORP | 2.31% | 0.54% | 0.54% |
| 8 | VERIZON COMMUNICATIONS INC | 5.51% | 0.50% | 0.50% |
| 9 | PEPSICO INC | 3.46% | 0.46% | 0.46% |
| 10 | ABBOTT LABORATORIES | 2.29% | 0.44% | 0.44% |
| 11 | PFIZER INC | 4.27% | 0.38% | 0.38% |
| 12 | CONOCOPHILLIPS | 1.86% | 0.36% | 0.36% |
Only in HDV
9 total- EXXONMOBIL HOLDINGS CORP 7.88%
- LOCKHEED MARTIN CORP 1.36%
- DARDEN RESTAURANTS INC 0.32%
- NEW JERSEY RESOURCES CORP 0.09%
- TXNM ENERGY INC 0.08%
- ERIE INDEMNITY COMPANY 0.07%
- ARCHROCK INC 0.07%
- MOELIS & COMPANY 0.06%
- MAGNOLIA OIL & GAS CORP 0.05%
Only in IWD
804 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 HDV
- HDV vs PEY · Invesco High Yield Equity Dividend Achievers ETF 12.5%
- HDV vs CGDV · Capital Group Dividend Value ETF 11.2%
- HDV vs SPY · State Street SPDR S&P 500 ETF Trust 9.2%
- HDV vs VOO · Vanguard S&P 500 ETF 8.7%
- HDV vs SPYM · State Street SPDR Portfolio S&P 500 ETF 8.7%
- HDV vs IVV · iShares Core S&P 500 ETF 8.7%
More comparisons with IWD
Percentages are holdings overlap with the named fund.
Open HDV 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.