ETF comparison
IWD vs IWP
US Value vs US Mid Cap.
iShares Russell 1000 Value ETF · iShares Russell Mid-Cap Growth ETF
Holdings overlap
160 positions appear in both funds. Buying equal dollars of IWD and IWP would leave roughly 4.8% 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
IWD is 5 bps cheaper than IWP. On a $100,000 position that's about $50/yr more in fees for IWP.
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 IWD vs IWP.
Top shared holdings
160 shared in total| # | Holding | In IWD | In IWP | Overlap |
|---|---|---|---|---|
| 1 | Coherent Corp. | 0.15% | 0.40% | 0.15% |
| 2 | UNITED RENTALS, INC. | 0.15% | 0.45% | 0.15% |
| 3 | ELECTRONIC ARTS INC. | 0.12% | 0.19% | 0.12% |
| 4 | PHILLIPS 66 | 0.18% | 0.11% | 0.11% |
| 5 | EBAY INC. | 0.11% | 0.30% | 0.11% |
| 6 | MARATHON PETROLEUM CORPORATION | 0.10% | 1.05% | 0.10% |
| 7 | DELTA AIR LINES, INC. | 0.16% | 0.10% | 0.10% |
| 8 | CBRE GROUP, INC. | 0.10% | 0.10% | 0.10% |
| 9 | ROYAL CARIBBEAN CRUISES LTD. | 0.10% | 1.24% | 0.10% |
| 10 | AMERIPRISE FINANCIAL, INC. | 0.11% | 0.10% | 0.10% |
| 11 | CHENIERE ENERGY, INC. | 0.13% | 0.09% | 0.09% |
| 12 | OLD DOMINION FREIGHT LINE, INC. | 0.09% | 0.23% | 0.09% |
Only in IWD
710 total- AMAZON.COM, INC. 5.93%
- APPLE INC. 5.37%
- MICROSOFT CORPORATION 3.88%
- BERKSHIRE HATHAWAY INC. 2.61%
- JPMORGAN CHASE & CO. 2.45%
- INTEL CORPORATION 1.72%
- JOHNSON & JOHNSON 1.71%
- EXXON MOBIL CORPORATION 1.59%
- CISCO SYSTEMS, INC. 1.30%
- WALMART INC. 1.27%
Only in IWP
106 total- Datadog, Inc. 2.34%
- Snowflake, Inc. 2.33%
- Cloudflare, Inc. 2.12%
- Teradyne, Inc. 2.07%
- Astera Labs, Inc. 2.02%
- Simon Property Group, Inc. 1.96%
- Comfort Systems USA, Inc. 1.89%
- Lumentum Holdings, Inc. 1.67%
- Targa Resources Corp. 1.56%
- Rocket Lab Corp. 1.49%
Related comparisons
More comparisons with IWD
- IWD vs DFAT · U.S. Targeted Value Portfolio-ETF Class Shares 4.8%
- IWD vs VBK · Vanguard Morningstar Small-Cap Growth ETF 4.6%
- IWD vs PEY · Invesco High Yield Equity Dividend Achievers ETF 4.2%
- IWD vs IJK · iShares S&P Mid-Cap 400 Growth ETF 4.2%
- IWD vs SCHA · Schwab U.S. Small-Cap ETF 3.2%
- IWD vs DFSV · DFA U.S. Small Cap Value Portfolio – ETF Class Shares 3.0%
More comparisons with IWP
- IWP vs IJJ · iShares S&P Mid-Cap 400 Value ETF 4.7%
- IWP vs VYM · Vanguard High Dividend Yield Index Fund ETF Shares 4.7%
- IWP vs VOO · Vanguard S&P 500 ETF 4.6%
- IWP vs SPYM · State Street SPDR Portfolio S&P 500 ETF 4.6%
- IWP vs IVV · iShares Core S&P 500 ETF 4.6%
- IWP vs VTV · Vanguard Morningstar Value ETF 4.4%
Percentages are holdings overlap with the named fund.
Open IWD or IWP 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.