ETF comparison
IWD vs IWY
US Value vs US Large Cap Growth.
iShares Russell 1000 Value ETF · iShares Russell Top 200 Growth ETF
Holdings overlap
52 positions appear in both funds. Buying equal dollars of IWD and IWY would leave roughly 15.0% 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 IWY. On a $100,000 position that's about $20/yr more in fees for IWY.
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 IWY.
Top shared holdings
52 shared in total| # | Holding | In IWD | In IWY | Overlap |
|---|---|---|---|---|
| 1 | APPLE INC. | 5.37% | 7.14% | 5.37% |
| 2 | MICROSOFT CORPORATION | 3.88% | 4.56% | 3.88% |
| 3 | AMAZON.COM, INC. | 5.93% | 0.67% | 0.67% |
| 4 | META PLATFORMS, INC. | 0.63% | 3.68% | 0.63% |
| 5 | COSTCO WHOLESALE CORPORATION | 0.65% | 0.63% | 0.63% |
| 6 | THE HOME DEPOT, INC. | 0.26% | 0.90% | 0.26% |
| 7 | THE TJX COMPANIES, INC. | 0.26% | 0.26% | 0.26% |
| 8 | AMERICAN EXPRESS COMPANY | 0.36% | 0.18% | 0.18% |
| 9 | THE BOEING COMPANY | 0.16% | 0.37% | 0.16% |
| 10 | AMGEN INC. | 0.16% | 0.48% | 0.16% |
| 11 | CUMMINS INC. | 0.15% | 0.15% | 0.15% |
| 12 | STARBUCKS CORPORATION | 0.15% | 0.22% | 0.15% |
Only in IWD
818 total- 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%
- UNITEDHEALTH GROUP INCORPORATED 1.05%
- THE PROCTER & GAMBLE COMPANY 0.96%
- MERCK & CO., INC. 0.89%
- CHEVRON CORPORATION 0.86%
Only in IWY
49 total- NVIDIA CORP 14.16%
- ALPHABET INC 6.37%
- BROADCOM INC 5.64%
- ALPHABET INC 5.14%
- MICRON TECHNOLOGY INC 4.87%
- TESLA INC 4.59%
- ELI LILLY & COMPANY 3.35%
- ADVANCED MICRO DEVICES INC 3.25%
- APPLIED MATERIALS INC 1.97%
- VISA INC 1.95%
Related comparisons
More comparisons with IWD
- IWD vs RDVY · First Trust Rising Dividend Achievers ETF 14.8%
- IWD vs SPHQ · Invesco S&P 500 Quality ETF 14.5%
- IWD vs RPV · Invesco S&P 500 Pure Value ETF 14.5%
- IWD vs HDV · iShares Core High Dividend ETF 13.8%
- IWD vs VB · Vanguard Morningstar Small-Cap ETF 13.4%
- IWD vs DVY · iShares Select Dividend ETF 13.4%
More comparisons with IWY
- IWY vs VTV · Vanguard Morningstar Value ETF 13.3%
- IWY vs VYM · Vanguard High Dividend Yield Index Fund ETF Shares 12.5%
- IWY vs VO · Vanguard Morningstar Mid-Cap ETF 4.5%
- IWY vs SCHD · Schwab U.S. Dividend Equity ETF 3.2%
- IWY vs IJH · iShares Core S&P Mid-Cap ETF 0.0%
- IWY vs IJR · iShares Core S&P Small-Cap ETF 0.0%
Percentages are holdings overlap with the named fund.
Open IWD or IWY 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.