Skip to main content

ETF comparison

IWB vs VIG

US Large Cap vs Dividend.

iShares Russell 1000 ETF · Vanguard Dividend Appreciation Index Fund ETF Shares

Holdings overlap

Weighted by ISIN/CUSIP
38.6 %

240 positions appear in both funds. Buying equal dollars of IWB and VIG would leave roughly 38.6% of each dollar exposed to the same underlying securities.

IWB unmatched 61.2% Shared 38.6% VIG unmatched 61.0%

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.

In IWB only
784 positions
Shared
240 positions
In VIG only
93 positions

Side by side

IWB

iShares Russell 1000 ETF

iShares · US Large Cap

87 composite / 100
Expense ratio
0.15%
Net assets
$48.56B
TTM yield
0.92%
Top-10 conc.
33.4%
VIG

Vanguard Dividend Appreciation Index Fund ETF Shares

Vanguard · Dividend

89 composite / 100
Expense ratio
0.040%
Net assets
$127.60B
whole fund, 2 share classes
TTM yield
1.50%
Top-10 conc.
33.4%

Sub-score comparison

85
Cost
96
89
Tax efficiency
78
100
Liquidity
100
67
Concentration
67
—
Tracking quality
—
IWB sub-score VIG

Tracking quality isn't part of the composite — see what we don't score for why.

Cost difference

VIG is 11 bps cheaper than IWB. On a $100,000 position that's about $110/yr more in fees for IWB.

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 VIG.

Top shared holdings

240 shared in total
# Holding In IWB In VIG Overlap
1 APPLE INC. 6.03% 4.45% 4.45%
2 MICROSOFT CORPORATION 3.99% 4.34% 3.99%
3 BROADCOM INC. 2.53% 4.63% 2.53%
4 ELI LILLY AND COMPANY 1.38% 3.93% 1.38%
5 JPMORGAN CHASE & CO. 1.26% 4.07% 1.26%
6 JOHNSON & JOHNSON 0.88% 2.67% 0.88%
7 VISA INC. 0.82% 2.45% 0.82%
8 LAM RESEARCH CORPORATION 0.78% 1.58% 0.78%
9 WALMART INC. 0.72% 2.11% 0.72%
10 CATERPILLAR INC. 0.70% 1.62% 0.70%
11 CISCO SYSTEMS, INC. 0.67% 1.98% 0.67%
12 ABBVIE INC. 0.64% 1.92% 0.64%

Only in IWB

784 total
  • NVIDIA CORPORATION 6.72%
  • AMAZON.COM, INC. 3.33%
  • ALPHABET INC. 3.00%
  • ALPHABET INC. 2.42%
  • MICRON TECHNOLOGY, INC. 1.87%
  • META PLATFORMS, INC. 1.78%
  • TESLA, INC. 1.77%
  • ADVANCED MICRO DEVICES, INC. 1.36%
  • BERKSHIRE HATHAWAY INC. 1.34%
  • INTEL CORPORATION 0.88%

Only in VIG

93 total
  • ExxonMobil Holdings Corp 2.78%
  • TE Connectivity PLC 0.26%
  • UMB Financial Corp 0.04%
  • Enpro Inc 0.03%
  • GATX Corp 0.03%
  • Mobility Global Inc 0.03%
  • Erie Indemnity Co 0.03%
  • Matson Inc 0.03%
  • Home BancShares Inc/AR 0.03%
  • TXNM Energy Inc 0.02%

Percentages are holdings overlap with the named fund.

Open IWB or VIG 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.