ETF comparison
IWD vs QUAL
US Value vs Quality Factor.
iShares Russell 1000 Value ETF · iShares MSCI USA Quality Factor ETF
Holdings overlap
95 positions appear in both funds. Buying equal dollars of IWD and QUAL would leave roughly 28.5% 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
QUAL is 3 bps cheaper than IWD. On a $100,000 position that's about $30/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 QUAL.
Top shared holdings
95 shared in total| # | Holding | In IWD | In QUAL | Overlap |
|---|---|---|---|---|
| 1 | APPLE INC. | 5.37% | 6.64% | 5.37% |
| 2 | MICROSOFT CORPORATION | 3.88% | 7.16% | 3.88% |
| 3 | BERKSHIRE HATHAWAY INC. | 2.61% | 1.84% | 1.84% |
| 4 | JOHNSON & JOHNSON | 1.71% | 2.06% | 1.71% |
| 5 | WALMART INC. | 1.27% | 0.98% | 0.98% |
| 6 | MERCK & CO., INC. | 0.89% | 1.25% | 0.89% |
| 7 | THE PROCTER & GAMBLE COMPANY | 0.96% | 0.82% | 0.82% |
| 8 | THE COCA-COLA COMPANY | 0.78% | 0.81% | 0.78% |
| 9 | LINDE PUBLIC LIMITED COMPANY | 0.67% | 1.01% | 0.67% |
| 10 | COSTCO WHOLESALE CORPORATION | 0.65% | 1.11% | 0.65% |
| 11 | META PLATFORMS, INC. | 0.63% | 3.69% | 0.63% |
| 12 | GILEAD SCIENCES, INC. | 0.44% | 0.61% | 0.44% |
Only in IWD
775 total- AMAZON.COM, INC. 5.93%
- JPMORGAN CHASE & CO. 2.45%
- INTEL CORPORATION 1.72%
- EXXON MOBIL CORPORATION 1.59%
- CISCO SYSTEMS, INC. 1.30%
- ABBVIE INC. 1.15%
- UNITEDHEALTH GROUP INCORPORATED 1.05%
- BANK OF AMERICA CORPORATION 0.98%
- CHEVRON CORPORATION 0.86%
- THE GOLDMAN SACHS GROUP, INC. 0.82%
Only in QUAL
30 total- NVIDIA CORPORATION 5.85%
- ELI LILLY AND COMPANY 3.66%
- LAM RESEARCH CORPORATION 3.49%
- VISA INC. 3.17%
- APPLIED MATERIALS, INC. 3.10%
- KLA CORPORATION 2.47%
- MASTERCARD INCORPORATED 2.28%
- EXXONMOBIL HOLDINGS CORPORATION 2.18%
- ALPHABET INC. 2.05%
- NETFLIX, INC. 1.71%
Related comparisons
More comparisons with IWD
- IWD vs SCHG · Schwab U.S. Large-Cap Growth ETF 28.5%
- IWD vs CGUS · Capital Group Core Equity ETF 27.3%
- IWD vs QQQM · Invesco NASDAQ 100 ETF 27.3%
- IWD vs FVD · First Trust Value Line Dividend Index Fund 27.2%
- IWD vs QQQ · Invesco QQQ Trust 26.9%
- IWD vs DIA · State Street SPDR Dow Jones Industrial Average ETF Trust 26.7%
More comparisons with QUAL
- QUAL vs VTV · Vanguard Morningstar Value ETF 20.0%
- QUAL vs VYM · Vanguard High Dividend Yield Index Fund ETF Shares 16.9%
- QUAL vs VO · Vanguard Morningstar Mid-Cap ETF 13.6%
- QUAL vs MOAT · VanEck Morningstar Wide Moat ETF 11.9%
- QUAL vs SCHD · Schwab U.S. Dividend Equity ETF 8.2%
- QUAL vs COWZ · Pacer US Cash Cows 100 ETF 7.7%
Percentages are holdings overlap with the named fund.
Open IWD or QUAL 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.