ETF comparison
IWB vs IWD
US Large Cap vs US Value.
Holdings overlap
869 positions appear in both funds. Buying equal dollars of IWB and IWD would leave roughly 59.2% 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
IWB is 3 bps cheaper than IWD. On a $100,000 position that's about $30/yr more in fees for IWD.
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 IWB vs IWD.
Top shared holdings
869 shared in total| # | Holding | In IWB | In IWD | Overlap |
|---|---|---|---|---|
| 1 | APPLE INC. | 6.03% | 5.37% | 5.37% |
| 2 | MICROSOFT CORPORATION | 3.99% | 3.88% | 3.88% |
| 3 | AMAZON.COM, INC. | 3.33% | 5.93% | 3.33% |
| 4 | BERKSHIRE HATHAWAY INC. | 1.34% | 2.61% | 1.34% |
| 5 | JPMORGAN CHASE & CO. | 1.26% | 2.45% | 1.26% |
| 6 | INTEL CORPORATION | 0.88% | 1.72% | 0.88% |
| 7 | JOHNSON & JOHNSON | 0.88% | 1.71% | 0.88% |
| 8 | EXXON MOBIL CORPORATION | 0.82% | 1.59% | 0.82% |
| 9 | WALMART INC. | 0.72% | 1.27% | 0.72% |
| 10 | CISCO SYSTEMS, INC. | 0.67% | 1.30% | 0.67% |
| 11 | ABBVIE INC. | 0.64% | 1.15% | 0.64% |
| 12 | META PLATFORMS, INC. | 1.78% | 0.63% | 0.63% |
Only in IWB
155 total- NVIDIA CORPORATION 6.72%
- ALPHABET INC. 3.00%
- BROADCOM INC. 2.53%
- ALPHABET INC. 2.42%
- MICRON TECHNOLOGY, INC. 1.87%
- TESLA, INC. 1.77%
- ELI LILLY AND COMPANY 1.38%
- ADVANCED MICRO DEVICES, INC. 1.36%
- APPLIED MATERIALS, INC. 0.83%
- VISA INC. 0.82%
Only in IWD
1 total- LIBERTY CAPITAL CORPORATION 0.00%
Related comparisons
More comparisons with IWB
More comparisons with IWD
- IWD vs DTD · WisdomTree U.S. Total Dividend Fund 58.8%
- IWD vs VONE · Vanguard Russell 1000 Index Fund ETF Shares 58.5%
- IWD vs DFAU · Dimensional US Core Equity Market ETF 58.2%
- IWD vs SPTM · State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF 57.9%
- IWD vs SCHX · Schwab U.S. Large-Cap ETF 57.8%
- IWD vs SCHK · Schwab 1000 ETF 57.7%
Percentages are holdings overlap with the named fund.
Open IWB 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.