ETF comparison
IVEvsIWD
Both US Value.
Holdings overlap
397 positions appear in both funds. Buying equal dollars of IVE and IWD would leave roughly70.0%of each dollar exposed to the same underlying securities.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — seewhat we don't scorefor 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 thecost 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 INC1.55%
- TEXAS INSTRUMENTS INC0.93%
- VISA INC0.88%
- WESTERN DIGITAL CORP0.76%
- GE AEROSPACE0.64%
- MARVELL TECHNOLOGY INC0.48%
- MASTERCARD INC0.47%
- PALO ALTO NETWORKS INC0.42%
- ORACLE CORP0.41%
- LOCKHEED MARTIN CORP0.36%
Only in IWD
473 total- MICROSOFT CORPORATION3.88%
- BERKSHIRE HATHAWAY INC.2.61%
- RTX CORPORATION0.72%
- META PLATFORMS, INC.0.63%
- WELLTOWER INC.0.45%
- UBER TECHNOLOGIES, INC.0.36%
- NEWMONT CORPORATION0.28%
- O'Reilly Automotive, Inc.0.21%
- FLEX LTD.0.17%
- HCA HEALTHCARE, INC.0.16%
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 methodologyand 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.