ETF comparison
IWD vs IWX
Both US Value.
iShares Russell 1000 Value ETF · iShares Russell Top 200 Value ETF
Holdings overlap
154 positions appear in both funds. Buying equal dollars of IWD and IWX would leave roughly 67.5% of each dollar exposed to the same underlying securities.
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
154 shared in total| # | Holding | In IWD | In IWX | Overlap |
|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC. | 2.91% | 4.30% | 2.91% |
| 2 | JPMORGAN CHASE & CO. | 2.63% | 3.89% | 2.63% |
| 3 | EXXON MOBIL CORPORATION | 2.36% | 3.49% | 2.36% |
| 4 | ALPHABET INC. | 1.95% | 2.88% | 1.95% |
| 5 | JOHNSON & JOHNSON | 1.94% | 2.86% | 1.94% |
| 6 | AMAZON.COM, INC. | 1.81% | 2.67% | 1.81% |
| 7 | WALMART INC. | 1.60% | 2.37% | 1.60% |
| 8 | ALPHABET INC. | 1.59% | 2.34% | 1.59% |
| 9 | CHEVRON CORPORATION | 1.28% | 1.88% | 1.28% |
| 10 | MICRON TECHNOLOGY, INC. | 1.24% | 1.84% | 1.24% |
| 11 | THE PROCTER & GAMBLE COMPANY | 1.12% | 1.65% | 1.12% |
| 12 | CISCO SYSTEMS, INC. | 1.02% | 1.50% | 1.02% |
Only in IWD
712 total- CORNING INCORPORATED 0.35%
- WESTERN DIGITAL CORPORATION 0.30%
- SANDISK CORPORATION 0.30%
- The Bank of New York Mellon Corporation 0.25%
- VALERO ENERGY CORPORATION 0.25%
- CUMMINS INC. 0.24%
- MARATHON PETROLEUM CORPORATION 0.24%
- PHILLIPS 66 0.22%
- KINDER MORGAN, INC. 0.21%
- L3HARRIS TECHNOLOGIES, INC. 0.21%
Only in IWX
0 totalEvery IWX position is also held by IWD.
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.