ETF comparison
IWD vs OEF
US Value vs US Large Cap.
Holdings overlap
78 positions appear in both funds. Buying equal dollars of IWD and OEF would leave roughly 47.7% 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 OEF. On a $100,000 position that's about $20/yr more in fees for OEF.
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 OEF.
Top shared holdings
78 shared in total| # | Holding | In IWD | In OEF | Overlap |
|---|---|---|---|---|
| 1 | APPLE INC. | 5.37% | 9.18% | 5.37% |
| 2 | AMAZON.COM, INC. | 5.93% | 5.04% | 5.04% |
| 3 | MICROSOFT CORPORATION | 3.88% | 5.99% | 3.88% |
| 4 | BERKSHIRE HATHAWAY INC. | 2.61% | 1.98% | 1.98% |
| 5 | JPMORGAN CHASE & CO. | 2.45% | 1.89% | 1.89% |
| 6 | INTEL CORPORATION | 1.72% | 1.43% | 1.43% |
| 7 | JOHNSON & JOHNSON | 1.71% | 1.32% | 1.32% |
| 8 | EXXON MOBIL CORPORATION | 1.59% | 1.22% | 1.22% |
| 9 | WALMART INC. | 1.27% | 1.07% | 1.07% |
| 10 | CISCO SYSTEMS, INC. | 1.30% | 1.00% | 1.00% |
| 11 | ABBVIE INC. | 1.15% | 0.96% | 0.96% |
| 12 | UNITEDHEALTH GROUP INCORPORATED | 1.05% | 0.82% | 0.82% |
Only in IWD
792 total- ANALOG DEVICES, INC. 0.50%
- WELLTOWER INC. 0.45%
- EATON CORPORATION PUBLIC LIMITED COMPANY 0.39%
- THE PROGRESSIVE CORPORATION 0.36%
- VERTEX PHARMACEUTICALS INCORPORATED 0.35%
- PROLOGIS, INC. 0.35%
- PARKER-HANNIFIN CORPORATION 0.35%
- S&P GLOBAL INC. 0.34%
- Chubb Limited 0.34%
- DELL TECHNOLOGIES INC. 0.32%
Only in OEF
24 total- NVIDIA CORP 10.47%
- ALPHABET INC 4.53%
- BROADCOM INC 3.86%
- ALPHABET INC 3.61%
- MICRON TECHNOLOGY INC 2.81%
- TESLA INC 2.56%
- ELI LILLY & COMPANY 2.05%
- ADVANCED MICRO DEVICES INC 2.05%
- APPLIED MATERIALS INC 1.24%
- VISA INC 1.23%
Related comparisons
More comparisons with IWD
- IWD vs VIG · Vanguard Dividend Appreciation Index Fund ETF Shares 45.2%
- IWD vs RSP · Invesco S&P 500 Equal Weight ETF 45.2%
- IWD vs JAVA · JPMorgan Active Value ETF 44.0%
- IWD vs FELC · Fidelity Enhanced Large Cap Core ETF 43.3%
- IWD vs DSI · iShares ESG MSCI KLD 400 ETF 42.5%
- IWD vs LRGF · iShares U.S. Equity Factor ETF 42.1%
More comparisons with OEF
- OEF vs TCAF · T. Rowe Price Capital Appreciation Equity ETF 44.2%
- OEF vs VIG · Vanguard Dividend Appreciation Index Fund ETF Shares 40.2%
- OEF vs VTV · Vanguard Morningstar Value ETF 37.5%
- OEF vs DGRO · iShares Core Dividend Growth ETF 36.3%
- OEF vs DIA · State Street SPDR Dow Jones Industrial Average ETF Trust 35.2%
- OEF vs VYM · Vanguard High Dividend Yield Index Fund ETF Shares 30.7%
Percentages are holdings overlap with the named fund.
Open IWD or OEF 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.