ETF comparison
IWD vs LRGF
US Value vs Multi-Factor.
iShares Russell 1000 Value ETF · iShares U.S. Equity Factor ETF
Holdings overlap
205 positions appear in both funds. Buying equal dollars of IWD and LRGF would leave roughly 42.1% 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
LRGF is 10 bps cheaper than IWD. On a $100,000 position that's about $100/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 LRGF.
Top shared holdings
205 shared in total| # | Holding | In IWD | In LRGF | Overlap |
|---|---|---|---|---|
| 1 | APPLE INC. | 5.37% | 6.54% | 5.37% |
| 2 | MICROSOFT CORPORATION | 3.88% | 4.86% | 3.88% |
| 3 | AMAZON.COM, INC. | 5.93% | 3.40% | 3.40% |
| 4 | JPMORGAN CHASE & CO. | 2.45% | 1.60% | 1.60% |
| 5 | JOHNSON & JOHNSON | 1.71% | 1.16% | 1.16% |
| 6 | WALMART INC. | 1.27% | 1.00% | 1.00% |
| 7 | ABBVIE INC. | 1.15% | 0.87% | 0.87% |
| 8 | META PLATFORMS, INC. | 0.63% | 1.69% | 0.63% |
| 9 | CISCO SYSTEMS, INC. | 1.30% | 0.62% | 0.62% |
| 10 | THE PROCTER & GAMBLE COMPANY | 0.96% | 0.61% | 0.61% |
| 11 | WELLS FARGO & COMPANY | 0.71% | 0.59% | 0.59% |
| 12 | THE GOLDMAN SACHS GROUP, INC. | 0.82% | 0.58% | 0.58% |
Only in IWD
665 total- EXXON MOBIL CORPORATION 1.59%
- THE WALT DISNEY COMPANY 0.48%
- WELLTOWER INC. 0.45%
- DEERE & COMPANY 0.44%
- UNION PACIFIC CORPORATION 0.42%
- THE CHARLES SCHWAB CORPORATION 0.39%
- THE PROGRESSIVE CORPORATION 0.36%
- CONOCOPHILLIPS 0.36%
- VERTEX PHARMACEUTICALS INCORPORATED 0.35%
- PROLOGIS, INC. 0.35%
Only in LRGF
87 total- NVIDIA Corp. 7.07%
- Alphabet, Inc. 4.25%
- Broadcom, Inc. 2.97%
- Visa, Inc. 1.26%
- Micron Technology, Inc. 1.20%
- Eli Lilly & Co. 1.20%
- Alphabet, Inc. 1.02%
- ExxonMobil Holdings Corp. 1.00%
- Tesla, Inc. 1.00%
- GE Aerospace 0.92%
Related comparisons
More comparisons with IWD
- IWD vs DYNF · iShares U.S. Equity Factor Rotation Active ETF 39.2%
- IWD vs XLG · Invesco S&P 500 Top 50 ETF 38.3%
- IWD vs DGRW · WisdomTree U.S. Quality Dividend Growth Fund 35.8%
- IWD vs OMFL · Invesco Russell 1000 Dynamic Multifactor ETF 35.1%
- IWD vs ONEQ · Fidelity Nasdaq Composite Index ETF 32.6%
- IWD vs JQUA · JPMorgan U.S. Quality Factor ETF 32.6%
More comparisons with LRGF
- LRGF vs VIG · Vanguard Dividend Appreciation Index Fund ETF Shares 37.0%
- LRGF vs DGRO · iShares Core Dividend Growth ETF 36.2%
- LRGF vs VTV · Vanguard Morningstar Value ETF 32.1%
- LRGF vs VYM · Vanguard High Dividend Yield Index Fund ETF Shares 31.1%
- LRGF vs VO · Vanguard Morningstar Mid-Cap ETF 14.0%
- LRGF vs SMLF · iShares U.S. Small-Cap Equity Factor ETF 10.1%
Percentages are holdings overlap with the named fund.
Open IWD or LRGF 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.