ETF comparison
IWD vs IWV
US Value vs US Total Market.
Holdings overlap
869 positions appear in both funds. Buying equal dollars of IWD and IWV would leave roughly 57.2% 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
IWD is 2 bps cheaper than IWV. On a $100,000 position that's about $20/yr more in fees for IWV.
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 IWV.
Top shared holdings
869 shared in total| # | Holding | In IWD | In IWV | Overlap |
|---|---|---|---|---|
| 1 | APPLE INC. | 5.37% | 5.76% | 5.37% |
| 2 | MICROSOFT CORPORATION | 3.88% | 3.82% | 3.82% |
| 3 | AMAZON.COM, INC. | 5.93% | 3.19% | 3.19% |
| 4 | BERKSHIRE HATHAWAY INC. | 2.61% | 1.28% | 1.28% |
| 5 | JPMORGAN CHASE & CO. | 2.45% | 1.21% | 1.21% |
| 6 | INTEL CORPORATION | 1.72% | 0.84% | 0.84% |
| 7 | JOHNSON & JOHNSON | 1.71% | 0.84% | 0.84% |
| 8 | EXXON MOBIL CORPORATION | 1.59% | 0.78% | 0.78% |
| 9 | WALMART INC. | 1.27% | 0.68% | 0.68% |
| 10 | CISCO SYSTEMS, INC. | 1.30% | 0.64% | 0.64% |
| 11 | META PLATFORMS, INC. | 0.63% | 1.71% | 0.63% |
| 12 | ABBVIE INC. | 1.15% | 0.61% | 0.61% |
Only in IWD
1 total- CENTRAL BANCOMPANY, INC. 0.00%
Only in IWV
1,721 total- NVIDIA CORP 6.43%
- ALPHABET INC 2.87%
- BROADCOM INC 2.42%
- ALPHABET INC 2.31%
- MICRON TECHNOLOGY INC 1.79%
- TESLA INC 1.69%
- ELI LILLY & COMPANY 1.32%
- ADVANCED MICRO DEVICES INC 1.30%
- APPLIED MATERIALS INC 0.79%
- VISA INC 0.78%
Related comparisons
More comparisons with IWD
- IWD vs VOO · Vanguard S&P 500 ETF 57.1%
- IWD vs DFUS · Dimensional U.S. Equity Market ETF 56.8%
- IWD vs BBUS · JPMorgan BetaBuilders U.S. Equity ETF 56.8%
- IWD vs ITOT · iShares Core S&P Total U.S. Stock Market ETF 56.7%
- IWD vs VTHR · Vanguard Russell 3000 Index Fund ETF Shares 56.6%
- IWD vs VTI · Vanguard Morningstar Total Stock Market ETF 56.6%
More comparisons with IWV
Percentages are holdings overlap with the named fund.
Open IWD or IWV 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.