ETF comparison
IVE vs IWD
Both US Value.
Holdings overlap
397 positions appear in both funds. Buying equal dollars of IVE and IWD would leave roughly 70.0% 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
Expense ratios are effectively identical (0.18% vs 0.18%).
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 IVE vs IWD.
Top shared holdings
397 shared in total| # | Holding | In IVE | In IWD | Overlap |
|---|---|---|---|---|
| 1 | APPLE INC | 7.32% | 5.37% | 5.37% |
| 2 | AMAZON.COM INC | 3.78% | 5.93% | 3.78% |
| 3 | INTEL CORP | 2.27% | 1.72% | 1.72% |
| 4 | EXXONMOBIL HOLDINGS CORP | 1.95% | 1.59% | 1.59% |
| 5 | WALMART INC | 1.71% | 1.27% | 1.27% |
| 6 | UNITEDHEALTH GROUP INC | 1.30% | 1.05% | 1.05% |
| 7 | BANK OF AMERICA CORP | 1.28% | 0.98% | 0.98% |
| 8 | JP MORGAN CHASE & COMPANY | 0.97% | 2.45% | 0.97% |
| 9 | PROCTER & GAMBLE COMPANY (THE) | 1.18% | 0.96% | 0.96% |
| 10 | MERCK & COMPANY INC | 1.09% | 0.89% | 0.89% |
| 11 | JOHNSON & JOHNSON | 0.86% | 1.71% | 0.86% |
| 12 | CHEVRON CORP | 1.07% | 0.86% | 0.86% |
Only in IVE
41 total- TESLA INC 1.55%
- TEXAS INSTRUMENTS INC 0.93%
- VISA INC 0.88%
- WESTERN DIGITAL CORP 0.76%
- GE AEROSPACE 0.64%
- MARVELL TECHNOLOGY INC 0.48%
- MASTERCARD INC 0.47%
- PALO ALTO NETWORKS INC 0.42%
- ORACLE CORP 0.41%
- LOCKHEED MARTIN CORP 0.36%
Only in IWD
473 total- MICROSOFT CORPORATION 3.88%
- BERKSHIRE HATHAWAY INC. 2.61%
- RTX CORPORATION 0.72%
- META PLATFORMS, INC. 0.63%
- WELLTOWER INC. 0.45%
- UBER TECHNOLOGIES, INC. 0.36%
- NEWMONT CORPORATION 0.28%
- O'Reilly Automotive, Inc. 0.21%
- FLEX LTD. 0.17%
- HCA HEALTHCARE, INC. 0.16%
Related comparisons
More comparisons with IVE
- IVE vs VTV · Vanguard Morningstar Value ETF 67.9%
- IVE vs SCHV · Schwab U.S. Large-Cap Value ETF 64.9%
- IVE vs IWX · iShares Russell Top 200 Value ETF 63.8%
- IVE vs VONV · Vanguard Russell 1000 Value Index Fund ETF Shares 63.7%
- IVE vs PRF · Invesco RAFI US 1000 ETF 61.7%
- IVE vs SPYM · State Street SPDR Portfolio S&P 500 ETF 58.7%
More comparisons with IWD
- IWD vs VOOV · Vanguard S&P 500 Value Index Fund ETF Shares 69.7%
- IWD vs PRF · Invesco RAFI US 1000 ETF 67.5%
- IWD vs SCHV · Schwab U.S. Large-Cap Value ETF 66.8%
- IWD vs FNDX · Schwab Fundamental U.S. Large Company ETF 64.1%
- IWD vs VTV · Vanguard Morningstar Value ETF 64.0%
- IWD vs IWB · iShares Russell 1000 ETF 59.2%
Percentages are holdings overlap with the named fund.
Open IVE 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.