ETF comparison
IUSV vs IWD
Both US Value.
iShares Core S&P U.S. Value ETF · iShares Russell 1000 Value ETF
Holdings overlap
615 positions appear in both funds. Buying equal dollars of IUSV and IWD would leave roughly 70.6% of each dollar exposed to the same underlying securities.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — see what we don't score for why.
Cost difference
IUSV 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 IUSV vs IWD.
Top shared holdings
615 shared in total| # | Holding | In IUSV | In IWD | Overlap |
|---|---|---|---|---|
| 1 | Exxon Mobil Corp. | 2.48% | 2.36% | 2.36% |
| 2 | Amazon.com, Inc. | 3.34% | 1.81% | 1.81% |
| 3 | Walmart Inc | 1.91% | 1.60% | 1.60% |
| 4 | CHEVRON CORP | 1.36% | 1.28% | 1.28% |
| 5 | The Procter & Gamble Co. | 1.17% | 1.12% | 1.12% |
| 6 | Merck & Co., Inc | 1.04% | 0.98% | 0.98% |
| 7 | Bank of America Corp. | 1.13% | 0.97% | 0.97% |
| 8 | JPMorgan Chase & Co. | 0.89% | 2.63% | 0.89% |
| 9 | Johnson & Johnson | 0.84% | 1.94% | 0.84% |
| 10 | Wells Fargo & Co. | 0.86% | 0.81% | 0.81% |
| 11 | UnitedHealth Group Inc. | 0.86% | 0.81% | 0.81% |
| 12 | Linde PLC | 0.81% | 0.77% | 0.77% |
Only in IUSV
125 total- Apple Inc. 6.52%
- Costco Wholesale Corporation 1.55%
- Tesla Inc 1.39%
- Visa Inc 0.80%
- AbbVie Inc. 0.73%
- GE Aerospace 0.50%
- MasterCard Incorporated 0.47%
- Oracle Corp. 0.42%
- Vertex Pharmaceuticals Incorporated 0.40%
- Adobe Inc 0.35%
Only in IWD
251 total- BERKSHIRE HATHAWAY INC. 2.91%
- ALPHABET INC. 1.95%
- ALPHABET INC. 1.59%
- MICRON TECHNOLOGY, INC. 1.24%
- CATERPILLAR INC. 0.95%
- RTX CORPORATION 0.85%
- META PLATFORMS, INC. 0.73%
- APPLIED MATERIALS, INC. 0.64%
- ADVANCED MICRO DEVICES, INC. 0.45%
- WELLTOWER INC. 0.45%
Open IUSV 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.