ETF comparison
IUSG vs IWD
US Large Cap Growth vs US Value.
iShares Core S&P U.S. Growth ETF · iShares Russell 1000 Value ETF
Holdings overlap
254 positions appear in both funds. Buying equal dollars of IUSG and IWD would leave roughly 32.1% 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
IUSG is 14 bps cheaper than IWD. On a $100,000 position that's about $140/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 IUSG vs IWD.
Top shared holdings
254 shared in total| # | Holding | In IUSG | In IWD | Overlap |
|---|---|---|---|---|
| 1 | APPLE INC | 5.68% | 5.37% | 5.37% |
| 2 | MICROSOFT CORP | 7.41% | 3.88% | 3.88% |
| 3 | AMAZON.COM INC | 3.31% | 5.93% | 3.31% |
| 4 | BERKSHIRE HATHAWAY INC | 2.45% | 2.61% | 2.45% |
| 5 | JP MORGAN CHASE & COMPANY | 1.59% | 2.45% | 1.59% |
| 6 | JOHNSON & JOHNSON | 0.96% | 1.71% | 0.96% |
| 7 | RTX CORP | 0.68% | 0.72% | 0.68% |
| 8 | CISCO SYSTEMS INC | 0.66% | 1.30% | 0.66% |
| 9 | META PLATFORMS INC | 3.31% | 0.63% | 0.63% |
| 10 | ABBVIE INC | 0.55% | 1.15% | 0.55% |
| 11 | GOLDMAN SACHS GROUP INC (THE) | 0.52% | 0.82% | 0.52% |
| 12 | WELLTOWER INC | 0.43% | 0.45% | 0.43% |
Only in IUSG
136 total- NVIDIA CORP 12.95%
- ALPHABET INC 5.60%
- BROADCOM INC 4.78%
- ALPHABET INC 4.46%
- MICRON TECHNOLOGY INC 3.48%
- ELI LILLY & COMPANY 2.54%
- ADVANCED MICRO DEVICES INC 2.53%
- TESLA INC 1.96%
- APPLIED MATERIALS INC 1.53%
- LAM RESEARCH CORP 1.45%
Only in IWD
616 total- INTEL CORPORATION 1.72%
- EXXON MOBIL CORPORATION 1.59%
- WALMART INC. 1.27%
- UNITEDHEALTH GROUP INCORPORATED 1.05%
- BANK OF AMERICA CORPORATION 0.98%
- THE PROCTER & GAMBLE COMPANY 0.96%
- MERCK & CO., INC. 0.89%
- CHEVRON CORPORATION 0.86%
- WELLS FARGO & COMPANY 0.71%
- LINDE PUBLIC LIMITED COMPANY 0.67%
Related comparisons
More comparisons with IUSG
- IUSG vs VIG · Vanguard Dividend Appreciation Index Fund ETF Shares 31.0%
- IUSG vs DGRO · iShares Core Dividend Growth ETF 25.1%
- IUSG vs VTV · Vanguard Morningstar Value ETF 19.8%
- IUSG vs VYM · Vanguard High Dividend Yield Index Fund ETF Shares 16.8%
- IUSG vs VO · Vanguard Morningstar Mid-Cap ETF 7.1%
- IUSG vs VB · Vanguard Morningstar Small-Cap ETF 5.9%
More comparisons with IWD
- IWD vs SUSA · iShares ESG Optimized MSCI USA ETF 31.5%
- IWD vs USMV · iShares MSCI USA Min Vol Factor ETF 30.0%
- IWD vs SPYG · State Street SPDR Portfolio S&P 500 Growth ETF 30.0%
- IWD vs IVW · iShares S&P 500 Growth ETF 30.0%
- IWD vs AVLV · Avantis US Large Cap Value ETF 29.8%
- IWD vs VOOG · Vanguard S&P 500 Growth Index Fund ETF Shares 29.5%
Percentages are holdings overlap with the named fund.
Open IUSG 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.