ETF comparison
IVV vs IWX
US Large Cap vs US Value.
iShares Core S&P 500 ETF · iShares Russell Top 200 Value ETF
Holdings overlap
147 positions appear in both funds. Buying equal dollars of IVV and IWX would leave roughly 48.4% 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
IVV is 17 bps cheaper than IWX. On a $100,000 position that's about $170/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 IVV vs IWX.
Top shared holdings
147 shared in total| # | Holding | In IVV | In IWX | Overlap |
|---|---|---|---|---|
| 1 | Apple, Inc. | 6.58% | 7.53% | 6.58% |
| 2 | Microsoft Corp. | 4.29% | 5.44% | 4.29% |
| 3 | Amazon.com, Inc. | 3.61% | 8.32% | 3.61% |
| 4 | Berkshire Hathaway, Inc. | 1.42% | 3.66% | 1.42% |
| 5 | JPMorgan Chase & Co. | 1.36% | 3.44% | 1.36% |
| 6 | Intel Corp. | 1.02% | 2.40% | 1.02% |
| 7 | Johnson & Johnson | 0.95% | 2.40% | 0.95% |
| 8 | Meta Platforms, Inc. | 1.92% | 0.88% | 0.88% |
| 9 | Exxon Mobil Corp. | 0.88% | 2.23% | 0.88% |
| 10 | Walmart, Inc. | 0.77% | 1.78% | 0.77% |
| 11 | Cisco Systems, Inc. | 0.72% | 1.82% | 0.72% |
| 12 | AbbVie, Inc. | 0.69% | 1.61% | 0.69% |
Only in IVV
357 total- NVIDIA Corp. 7.51%
- Alphabet, Inc. 3.25%
- Broadcom, Inc. 2.77%
- Alphabet, Inc. 2.59%
- Micron Technology, Inc. 2.02%
- Tesla, Inc. 1.83%
- Eli Lilly & Co. 1.47%
- Advanced Micro Devices, Inc. 1.47%
- Applied Materials, Inc. 0.89%
- Visa, Inc. 0.88%
Only in IWX
4 total- STRATEGY INC 0.11%
- SOUTHERN COPPER CORP 0.05%
- SPACE EXPLORATION TECHNOLOGIES CORP 0.03%
- BROOKFIELD ASSET MANAGEMENT LTD 0.00%
Related comparisons
More comparisons with IVV
- IVV vs JGRO · JPMorgan Active Growth ETF 46.8%
- IVV vs SCHV · Schwab U.S. Large-Cap Value ETF 45.8%
- IVV vs CGUS · Capital Group Core Equity ETF 44.0%
- IVV vs RSP · Invesco S&P 500 Equal Weight ETF 43.7%
- IVV vs VTV · Vanguard Morningstar Value ETF 43.5%
- IVV vs JQUA · JPMorgan U.S. Quality Factor ETF 43.0%
More comparisons with IWX
- IWX vs VOO · Vanguard S&P 500 ETF 48.3%
- IWX vs JAVA · JPMorgan Active Value ETF 47.9%
- IWX vs SPY · State Street SPDR S&P 500 ETF Trust 47.1%
- IWX vs DFUV · Dimensional US Marketwide Value ETF 46.5%
- IWX vs DFLV · Dimensional US Large Cap Value ETF 46.4%
- IWX vs SCHB · Schwab U.S. Broad Market ETF 44.2%
Percentages are holdings overlap with the named fund.
Open IVV 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.