ETF comparison
IWD vs OMFL
US Value vs Multi-Factor.
iShares Russell 1000 Value ETF · Invesco Russell 1000 Dynamic Multifactor ETF
Holdings overlap
399 positions appear in both funds. Buying equal dollars of IWD and OMFL would leave roughly 35.1% 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
IWD is 11 bps cheaper than OMFL. On a $100,000 position that's about $110/yr more in fees for OMFL.
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 OMFL.
Top shared holdings
399 shared in total| # | Holding | In IWD | In OMFL | Overlap |
|---|---|---|---|---|
| 1 | APPLE INC. | 5.37% | 8.57% | 5.37% |
| 2 | MICROSOFT CORPORATION | 3.88% | 3.14% | 3.14% |
| 3 | AMAZON.COM, INC. | 5.93% | 1.65% | 1.65% |
| 4 | BERKSHIRE HATHAWAY INC. | 2.61% | 1.54% | 1.54% |
| 5 | WALMART INC. | 1.27% | 1.10% | 1.10% |
| 6 | MERCK & CO., INC. | 0.89% | 1.03% | 0.89% |
| 7 | CHEVRON CORPORATION | 0.86% | 1.91% | 0.86% |
| 8 | CISCO SYSTEMS, INC. | 1.30% | 0.83% | 0.83% |
| 9 | JOHNSON & JOHNSON | 1.71% | 0.73% | 0.73% |
| 10 | Philip Morris International Inc. | 0.79% | 0.70% | 0.70% |
| 11 | COSTCO WHOLESALE CORPORATION | 0.65% | 1.34% | 0.65% |
| 12 | META PLATFORMS, INC. | 0.63% | 1.84% | 0.63% |
Only in IWD
471 total- JPMORGAN CHASE & CO. 2.45%
- INTEL CORPORATION 1.72%
- BANK OF AMERICA CORPORATION 0.98%
- THE GOLDMAN SACHS GROUP, INC. 0.82%
- INTERNATIONAL BUSINESS MACHINES CORPORATION 0.74%
- WELLS FARGO & COMPANY 0.71%
- MORGAN STANLEY 0.66%
- CITIGROUP INC. 0.56%
- WELLTOWER INC. 0.45%
- DEERE & COMPANY 0.44%
Only in OMFL
79 total- NVIDIA Corp. 5.05%
- Alphabet Inc. 4.38%
- Alphabet Inc. 3.53%
- Visa Inc. 2.59%
- Micron Technology, Inc. 2.37%
- Lam Research Corp. 2.17%
- Mastercard Inc. 1.76%
- Applied Materials, Inc. 1.19%
- Booking Holdings Inc. 1.14%
- KLA Corp. 0.97%
Related comparisons
More comparisons with IWD
- IWD vs ONEQ · Fidelity Nasdaq Composite Index ETF 32.6%
- IWD vs JQUA · JPMorgan U.S. Quality Factor ETF 32.6%
- 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%
More comparisons with OMFL
- OMFL vs VIG · Vanguard Dividend Appreciation Index Fund ETF Shares 31.4%
- OMFL vs DGRO · iShares Core Dividend Growth ETF 27.6%
- OMFL vs VTV · Vanguard Morningstar Value ETF 24.8%
- OMFL vs VYM · Vanguard High Dividend Yield Index Fund ETF Shares 18.9%
- OMFL vs VO · Vanguard Morningstar Mid-Cap ETF 14.9%
- OMFL vs SCHD · Schwab U.S. Dividend Equity ETF 13.3%
Percentages are holdings overlap with the named fund.
Open IWD or OMFL 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.