ETF comparison
IUSV vs IWX
Both US Value.
iShares Core S&P U.S. Value ETF · iShares Russell Top 200 Value ETF
Holdings overlap
134 positions appear in both funds. Buying equal dollars of IUSV and IWX would leave roughly 60.5% 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
IUSV is 16 bps cheaper than IWX. On a $100,000 position that's about $160/yr more in fees for IWX.
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 IWX.
Top shared holdings
134 shared in total| # | Holding | In IUSV | In IWX | Overlap |
|---|---|---|---|---|
| 1 | APPLE INC | 6.90% | 7.53% | 6.90% |
| 2 | AMAZON.COM INC | 3.56% | 8.32% | 3.56% |
| 3 | INTEL CORP | 2.14% | 2.40% | 2.14% |
| 4 | EXXONMOBIL HOLDINGS CORP | 1.84% | 2.23% | 1.84% |
| 5 | WALMART INC | 1.61% | 1.78% | 1.61% |
| 6 | UNITEDHEALTH GROUP INC | 1.23% | 1.47% | 1.23% |
| 7 | BANK OF AMERICA CORP | 1.21% | 1.38% | 1.21% |
| 8 | PROCTER & GAMBLE COMPANY (THE) | 1.11% | 1.34% | 1.11% |
| 9 | MERCK & COMPANY INC | 1.03% | 1.25% | 1.03% |
| 10 | CHEVRON CORP | 1.01% | 1.21% | 1.01% |
| 11 | COSTCO WHOLESALE CORP | 1.35% | 0.92% | 0.92% |
| 12 | JP MORGAN CHASE & COMPANY | 0.91% | 3.44% | 0.91% |
Only in IUSV
603 total- TESLA INC 1.46%
- TEXAS INSTRUMENTS INC 0.88%
- VISA INC 0.83%
- WESTERN DIGITAL CORP 0.72%
- GE AEROSPACE 0.61%
- MARVELL TECHNOLOGY INC 0.45%
- MASTERCARD INC 0.44%
- PALO ALTO NETWORKS INC 0.40%
- ORACLE CORP 0.39%
- LOCKHEED MARTIN CORP 0.33%
Only in IWX
17 total- MICROSOFT CORP 5.44%
- BERKSHIRE HATHAWAY INC 3.66%
- RTX CORP 1.00%
- META PLATFORMS INC 0.88%
- WELLTOWER INC 0.63%
- UBER TECHNOLOGIES INC 0.50%
- NEWMONT CORP 0.39%
- O'REILLY AUTOMOTIVE INC 0.30%
- HCA HEALTHCARE INC 0.23%
- TRANSDIGM GROUP INC 0.15%
Related comparisons
More comparisons with IUSV
- IUSV vs SPYM · State Street SPDR Portfolio S&P 500 ETF 58.1%
- IUSV vs IVV · iShares Core S&P 500 ETF 58.0%
- IUSV vs VOO · Vanguard S&P 500 ETF 58.0%
- IUSV vs ITOT · iShares Core S&P Total U.S. Stock Market ETF 55.4%
- IUSV vs VTI · Vanguard Morningstar Total Stock Market ETF 55.4%
- IUSV vs SCHB · Schwab U.S. Broad Market ETF 55.4%
More comparisons with IWX
- IWX vs VONV · Vanguard Russell 1000 Value Index Fund ETF Shares 55.1%
- IWX vs SCHV · Schwab U.S. Large-Cap Value ETF 54.3%
- IWX vs VYM · Vanguard High Dividend Yield Index Fund ETF Shares 52.4%
- IWX vs DGRO · iShares Core Dividend Growth ETF 51.3%
- IWX vs PRF · Invesco RAFI US 1000 ETF 51.2%
- IWX vs VIG · Vanguard Dividend Appreciation Index Fund ETF Shares 50.0%
Percentages are holdings overlap with the named fund.
Open IUSV or IWX 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.