ETF comparison
IWB vs VTV
US Large Cap vs US Value.
Holdings overlap
306 positions appear in both funds. Buying equal dollars of IWB and VTV would leave roughly 40.6% 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
VTV is 12 bps cheaper than IWB. On a $100,000 position that's about $120/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 VTV.
Top shared holdings
306 shared in total| # | Holding | In IWB | In VTV | Overlap |
|---|---|---|---|---|
| 1 | MICRON TECHNOLOGY, INC. | 1.87% | 4.87% | 1.87% |
| 2 | BERKSHIRE HATHAWAY INC. | 1.34% | 2.95% | 1.34% |
| 3 | JPMORGAN CHASE & CO. | 1.26% | 3.06% | 1.26% |
| 4 | INTEL CORPORATION | 0.88% | 1.05% | 0.88% |
| 5 | JOHNSON & JOHNSON | 0.88% | 2.29% | 0.88% |
| 6 | EXXON MOBIL CORPORATION | 0.82% | 2.12% | 0.82% |
| 7 | WALMART INC. | 0.72% | 1.86% | 0.72% |
| 8 | CATERPILLAR INC. | 0.70% | 1.83% | 0.70% |
| 9 | CISCO SYSTEMS, INC. | 0.67% | 1.56% | 0.67% |
| 10 | ABBVIE INC. | 0.64% | 1.66% | 0.64% |
| 11 | GENERAL ELECTRIC COMPANY | 0.56% | 0.73% | 0.56% |
| 12 | BANK OF AMERICA CORPORATION | 0.54% | 1.36% | 0.54% |
Only in IWB
718 total- NVIDIA CORPORATION 6.72%
- APPLE INC. 6.03%
- MICROSOFT CORPORATION 3.99%
- AMAZON.COM, INC. 3.33%
- ALPHABET INC. 3.00%
- BROADCOM INC. 2.53%
- ALPHABET INC. 2.42%
- META PLATFORMS, INC. 1.78%
- TESLA, INC. 1.77%
- ELI LILLY AND COMPANY 1.38%
Only in VTV
2 total- Berkshire Hathaway Inc 0.52%
- TE Connectivity PLC 0.22%
Related comparisons
More comparisons with IWB
- IWB vs TCAF · T. Rowe Price Capital Appreciation Equity ETF 38.8%
- IWB vs VIG · Vanguard Dividend Appreciation Index Fund ETF Shares 38.6%
- IWB vs VYM · Vanguard High Dividend Yield Index Fund ETF Shares 32.7%
- IWB vs DIA · State Street SPDR Dow Jones Industrial Average ETF Trust 27.2%
- IWB vs SPHB · Invesco S&P 500 High Beta ETF 21.4%
- IWB vs VO · Vanguard Morningstar Mid-Cap ETF 16.2%
More comparisons with VTV
- VTV vs SPY · State Street SPDR S&P 500 ETF Trust 40.6%
- VTV vs SCHX · Schwab U.S. Large-Cap ETF 40.2%
- VTV vs SPTM · State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF 40.2%
- VTV vs DSI · iShares ESG MSCI KLD 400 ETF 40.0%
- VTV vs VONE · Vanguard Russell 1000 Index Fund ETF Shares 39.5%
- VTV vs SCHK · Schwab 1000 ETF 39.1%
Percentages are holdings overlap with the named fund.
Open IWB or VTV 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.