ETF comparison
IWD vs JQUA
US Value vs Quality Factor.
iShares Russell 1000 Value ETF · JPMorgan U.S. Quality Factor ETF
Holdings overlap
240 positions appear in both funds. Buying equal dollars of IWD and JQUA would leave roughly 32.6% 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
JQUA is 6 bps cheaper than IWD. On a $100,000 position that's about $60/yr more in fees for IWD.
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 JQUA.
Top shared holdings
240 shared in total| # | Holding | In IWD | In JQUA | Overlap |
|---|---|---|---|---|
| 1 | APPLE INC. | 5.37% | 2.08% | 2.08% |
| 2 | MICROSOFT CORPORATION | 3.88% | 2.01% | 2.01% |
| 3 | BERKSHIRE HATHAWAY INC. | 2.61% | 1.71% | 1.71% |
| 4 | JOHNSON & JOHNSON | 1.71% | 1.63% | 1.63% |
| 5 | CISCO SYSTEMS, INC. | 1.30% | 1.35% | 1.30% |
| 6 | ABBVIE INC. | 1.15% | 1.24% | 1.15% |
| 7 | THE PROCTER & GAMBLE COMPANY | 0.96% | 0.99% | 0.96% |
| 8 | MERCK & CO., INC. | 0.89% | 1.02% | 0.89% |
| 9 | CHEVRON CORPORATION | 0.86% | 0.69% | 0.69% |
| 10 | LINDE PUBLIC LIMITED COMPANY | 0.67% | 0.71% | 0.67% |
| 11 | COSTCO WHOLESALE CORPORATION | 0.65% | 1.21% | 0.65% |
| 12 | META PLATFORMS, INC. | 0.63% | 1.66% | 0.63% |
Only in IWD
630 total- AMAZON.COM, INC. 5.93%
- JPMORGAN CHASE & CO. 2.45%
- INTEL CORPORATION 1.72%
- EXXON MOBIL CORPORATION 1.59%
- UNITEDHEALTH GROUP INCORPORATED 1.05%
- BANK OF AMERICA CORPORATION 0.98%
- THE GOLDMAN SACHS GROUP, INC. 0.82%
- INTERNATIONAL BUSINESS MACHINES CORPORATION 0.74%
- RTX CORPORATION 0.72%
- WELLS FARGO & COMPANY 0.71%
Only in JQUA
67 total- Broadcom, Inc. 2.00%
- Alphabet, Inc. 1.94%
- NVIDIA Corp. 1.92%
- Advanced Micro Devices, Inc. 1.83%
- Visa, Inc. 1.75%
- ExxonMobil Holdings Corp. 1.73%
- Micron Technology, Inc. 1.65%
- Mastercard, Inc. 1.38%
- Lam Research Corp. 1.04%
- Applied Materials, Inc. 1.04%
Related comparisons
More comparisons with IWD
- IWD vs IUSG · iShares Core S&P U.S. Growth ETF 32.1%
- IWD vs SUSA · iShares ESG Optimized MSCI USA ETF 31.5%
- IWD vs USMV · iShares MSCI USA Min Vol Factor ETF 30.0%
- IWD vs SPYG · State Street SPDR Portfolio S&P 500 Growth ETF 30.0%
- IWD vs IVW · iShares S&P 500 Growth ETF 30.0%
- IWD vs AVLV · Avantis US Large Cap Value ETF 29.8%
More comparisons with JQUA
- JQUA vs SPHQ · Invesco S&P 500 Quality ETF 31.1%
- JQUA vs VTV · Vanguard Morningstar Value ETF 30.2%
- JQUA vs VYM · Vanguard High Dividend Yield Index Fund ETF Shares 29.9%
- JQUA vs VO · Vanguard Morningstar Mid-Cap ETF 18.6%
- JQUA vs VB · Vanguard Morningstar Small-Cap ETF 16.0%
- JQUA vs COWZ · Pacer US Cash Cows 100 ETF 13.3%
Percentages are holdings overlap with the named fund.
Open IWD or JQUA 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.