ETF comparison
IWDvsIWX
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 roughly71.3%of each dollar exposed to the same underlying securities.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — seewhat we don't scorefor 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 thecost 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 660.18%
- DIGITAL REALTY TRUST, INC.0.18%
- KINDER MORGAN, INC.0.17%
- THE ALLSTATE CORPORATION0.17%
- HEWLETT PACKARD ENTERPRISE COMPANY0.17%
- FLEX LTD.0.17%
- REALTY INCOME CORPORATION0.16%
- DELTA AIR LINES, INC.0.16%
- CORTEVA, INC.0.16%
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 methodologyand 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.