ETF comparison
IWD vs PRF
Both US Value.
Holdings overlap
711 positions appear in both funds. Buying equal dollars of IWD and PRF would leave roughly 67.5% 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 16 bps cheaper than PRF. On a $100,000 position that's about $160/yr more in fees for PRF.
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 PRF.
Top shared holdings
711 shared in total| # | Holding | In IWD | In PRF | Overlap |
|---|---|---|---|---|
| 1 | APPLE INC. | 5.37% | 4.34% | 4.34% |
| 2 | MICROSOFT CORPORATION | 3.88% | 2.63% | 2.63% |
| 3 | AMAZON.COM, INC. | 5.93% | 2.34% | 2.34% |
| 4 | BERKSHIRE HATHAWAY INC. | 2.61% | 1.82% | 1.82% |
| 5 | INTEL CORPORATION | 1.72% | 1.78% | 1.72% |
| 6 | JPMORGAN CHASE & CO. | 2.45% | 1.71% | 1.71% |
| 7 | JOHNSON & JOHNSON | 1.71% | 1.13% | 1.13% |
| 8 | UNITEDHEALTH GROUP INCORPORATED | 1.05% | 1.33% | 1.05% |
| 9 | BANK OF AMERICA CORPORATION | 0.98% | 1.27% | 0.98% |
| 10 | CHEVRON CORPORATION | 0.86% | 1.30% | 0.86% |
| 11 | CISCO SYSTEMS, INC. | 1.30% | 0.85% | 0.85% |
| 12 | MERCK & CO., INC. | 0.89% | 0.78% | 0.78% |
Only in IWD
159 total- EXXON MOBIL CORPORATION 1.59%
- Garmin Ltd. 0.11%
- SUNBELT RENTALS HOLDINGS, INC. 0.09%
- INTERACTIVE BROKERS GROUP, INC. 0.06%
- RB Global, Inc. 0.06%
- IONQ Inc 0.05%
- MEDLINE INC. 0.05%
- NEXTPOWER INC. 0.05%
- Roivant Sciences Ltd 0.05%
- COEUR MINING, INC. 0.05%
Only in PRF
289 total- Alphabet Inc. 3.66%
- ExxonMobil Holdings Corp. 1.86%
- Micron Technology, Inc. 0.88%
- NVIDIA Corp. 0.60%
- Broadcom Inc. 0.56%
- Applied Materials, Inc. 0.45%
- Advanced Micro Devices, Inc. 0.44%
- Caterpillar Inc. 0.43%
- Visa Inc. 0.38%
- Lockheed Martin Corp. 0.36%
Related comparisons
More comparisons with IWD
- IWD vs SCHV · Schwab U.S. Large-Cap Value ETF 66.8%
- IWD vs FNDX · Schwab Fundamental U.S. Large Company ETF 64.1%
- IWD vs VTV · Vanguard Morningstar Value ETF 64.0%
- IWD vs IWB · iShares Russell 1000 ETF 59.2%
- IWD vs DTD · WisdomTree U.S. Total Dividend Fund 58.8%
- IWD vs VONE · Vanguard Russell 1000 Index Fund ETF Shares 58.5%
More comparisons with PRF
- PRF vs IUSV · iShares Core S&P U.S. Value ETF 64.9%
- PRF vs VONV · Vanguard Russell 1000 Value Index Fund ETF Shares 64.6%
- PRF vs ITOT · iShares Core S&P Total U.S. Stock Market ETF 63.2%
- PRF vs VTI · Vanguard Morningstar Total Stock Market ETF 63.0%
- PRF vs SCHB · Schwab U.S. Broad Market ETF 62.5%
- PRF vs SPYM · State Street SPDR Portfolio S&P 500 ETF 62.3%
Percentages are holdings overlap with the named fund.
Open IWD or PRF 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.