ETF comparison
IVEvsIWX
Both US Value.
iShares S&P 500 Value ETF · iShares Russell Top 200 Value ETF
Holdings overlap
134 positions appear in both funds. Buying equal dollars of IVE and IWX would leave roughly63.8%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
IVE is 2 bps cheaper than IWX. On a $100,000 position that's about $20/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 thecost calculator pre-filled with IVE vs IWX.
Top shared holdings
134 shared in total| # | Holding | In IVE | In IWX | Overlap |
|---|---|---|---|---|
| 1 | APPLE INC | 7.32% | 7.53% | 7.32% |
| 2 | AMAZON.COM INC | 3.78% | 8.32% | 3.78% |
| 3 | INTEL CORP | 2.27% | 2.40% | 2.27% |
| 4 | EXXONMOBIL HOLDINGS CORP | 1.95% | 2.23% | 1.95% |
| 5 | WALMART INC | 1.71% | 1.78% | 1.71% |
| 6 | UNITEDHEALTH GROUP INC | 1.30% | 1.47% | 1.30% |
| 7 | BANK OF AMERICA CORP | 1.28% | 1.38% | 1.28% |
| 8 | PROCTER & GAMBLE COMPANY (THE) | 1.18% | 1.34% | 1.18% |
| 9 | MERCK & COMPANY INC | 1.09% | 1.25% | 1.09% |
| 10 | CHEVRON CORP | 1.07% | 1.21% | 1.07% |
| 11 | JP MORGAN CHASE & COMPANY | 0.97% | 3.44% | 0.97% |
| 12 | COSTCO WHOLESALE CORP | 1.43% | 0.92% | 0.92% |
Only in IVE
304 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 IWX
17 total- MICROSOFT CORP5.44%
- BERKSHIRE HATHAWAY INC3.66%
- RTX CORP1.00%
- META PLATFORMS INC0.88%
- WELLTOWER INC0.63%
- UBER TECHNOLOGIES INC0.50%
- NEWMONT CORP0.39%
- O'REILLY AUTOMOTIVE INC0.30%
- HCA HEALTHCARE INC0.23%
- TRANSDIGM GROUP INC0.15%
Open IVE 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 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.