ETF comparison
IWD vs IWX
Both US Value.
iShares Russell 1000 Value ETF · iShares Russell Top 200 Value ETF
Holdings overlap
151 positions appear in both funds. Buying equal dollars of IWD and IWX would leave roughly 71.3% 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 IWX. On a $100,000 position that's about $20/yr more in fees for IWX.
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 IWX.
Top shared holdings
151 shared in total| # | Holding | In IWD | In IWX | Overlap |
|---|---|---|---|---|
| 1 | AMAZON.COM, INC. | 5.93% | 8.32% | 5.93% |
| 2 | APPLE INC. | 5.37% | 7.53% | 5.37% |
| 3 | MICROSOFT CORPORATION | 3.88% | 5.44% | 3.88% |
| 4 | BERKSHIRE HATHAWAY INC. | 2.61% | 3.66% | 2.61% |
| 5 | JPMORGAN CHASE & CO. | 2.45% | 3.44% | 2.45% |
| 6 | INTEL CORPORATION | 1.72% | 2.40% | 1.72% |
| 7 | JOHNSON & JOHNSON | 1.71% | 2.40% | 1.71% |
| 8 | EXXON MOBIL CORPORATION | 1.59% | 2.23% | 1.59% |
| 9 | CISCO SYSTEMS, INC. | 1.30% | 1.82% | 1.30% |
| 10 | WALMART INC. | 1.27% | 1.78% | 1.27% |
| 11 | ABBVIE INC. | 1.15% | 1.61% | 1.15% |
| 12 | UNITEDHEALTH GROUP INCORPORATED | 1.05% | 1.47% | 1.05% |
Only in IWD
719 total- WARNER BROS. DISCOVERY, INC. 0.18%
- PHILLIPS 66 0.18%
- DIGITAL REALTY TRUST, INC. 0.18%
- KINDER MORGAN, INC. 0.17%
- THE ALLSTATE CORPORATION 0.17%
- HEWLETT PACKARD ENTERPRISE COMPANY 0.17%
- FLEX LTD. 0.17%
- REALTY INCOME CORPORATION 0.16%
- DELTA AIR LINES, INC. 0.16%
- CORTEVA, INC. 0.16%
Only in IWX
0 totalEvery IWX position is also held by IWD.
Related comparisons
More comparisons with IWD
- IWD vs SPYV · State Street SPDR Portfolio S&P 500 Value ETF 70.0%
- IWD vs IVE · iShares S&P 500 Value ETF 70.0%
- IWD vs VOOV · Vanguard S&P 500 Value Index Fund ETF Shares 69.7%
- IWD vs PRF · Invesco RAFI US 1000 ETF 67.5%
- IWD vs SCHV · Schwab U.S. Large-Cap Value ETF 66.8%
- IWD vs FNDX · Schwab Fundamental U.S. Large Company ETF 64.1%
More comparisons with IWX
- IWX vs MGV · Vanguard Morningstar Mega Cap Value ETF 66.8%
- IWX vs VTV · Vanguard Morningstar Value ETF 66.1%
- IWX vs SPYV · State Street SPDR Portfolio S&P 500 Value ETF 63.9%
- IWX vs IVE · iShares S&P 500 Value ETF 63.8%
- IWX vs VOOV · Vanguard S&P 500 Value Index Fund ETF Shares 63.2%
- IWX vs IUSV · iShares Core S&P U.S. Value ETF 60.5%
Percentages are holdings overlap with the named fund.
Open IWD or IWX 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.