ETF comparison
IWD vs SPLV
US Value vs Low Volatility Factor.
iShares Russell 1000 Value ETF · Invesco S&P 500 Low Volatility ETF
Holdings overlap
95 positions appear in both funds. Buying equal dollars of IWD and SPLV would leave roughly 22.0% 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 7 bps cheaper than SPLV. On a $100,000 position that's about $70/yr more in fees for SPLV.
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 SPLV.
Top shared holdings
95 shared in total| # | Holding | In IWD | In SPLV | Overlap |
|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC. | 2.61% | 1.28% | 1.28% |
| 2 | JOHNSON & JOHNSON | 1.71% | 1.15% | 1.15% |
| 3 | THE PROCTER & GAMBLE COMPANY | 0.96% | 1.07% | 0.96% |
| 4 | JPMORGAN CHASE & CO. | 2.45% | 0.87% | 0.87% |
| 5 | BANK OF AMERICA CORPORATION | 0.98% | 0.87% | 0.87% |
| 6 | CHEVRON CORPORATION | 0.86% | 0.88% | 0.86% |
| 7 | THE COCA-COLA COMPANY | 0.78% | 1.18% | 0.78% |
| 8 | WALMART INC. | 1.27% | 0.78% | 0.78% |
| 9 | LINDE PUBLIC LIMITED COMPANY | 0.67% | 1.17% | 0.67% |
| 10 | COSTCO WHOLESALE CORPORATION | 0.65% | 1.02% | 0.65% |
| 11 | MCDONALD'S CORPORATION | 0.54% | 1.16% | 0.54% |
| 12 | Pepsico, Inc. | 0.46% | 0.84% | 0.46% |
Only in IWD
775 total- AMAZON.COM, INC. 5.93%
- APPLE INC. 5.37%
- MICROSOFT CORPORATION 3.88%
- INTEL CORPORATION 1.72%
- EXXON MOBIL CORPORATION 1.59%
- CISCO SYSTEMS, INC. 1.30%
- ABBVIE INC. 1.15%
- UNITEDHEALTH GROUP INCORPORATED 1.05%
- MERCK & CO., INC. 0.89%
- THE GOLDMAN SACHS GROUP, INC. 0.82%
Only in SPLV
6 total- Cintas Corp. 1.05%
- Honeywell International Inc. 0.98%
- Simon Property Group, Inc. 0.97%
- Visa Inc. 0.90%
- Mastercard Inc. 0.89%
- Invesco Government & Agency Portfolio 0.15%
Related comparisons
More comparisons with IWD
- IWD vs VO · Vanguard Morningstar Mid-Cap ETF 21.8%
- IWD vs SDY · State Street SPDR S&P Dividend ETF 20.2%
- IWD vs VLUE · iShares MSCI USA Value Factor ETF 19.8%
- IWD vs MTUM · iShares MSCI USA Momentum Factor ETF 19.2%
- IWD vs JGRO · JPMorgan Active Growth ETF 19.0%
- IWD vs MGK · Vanguard Morningstar Mega Cap Growth ETF 18.6%
More comparisons with SPLV
- SPLV vs VYM · Vanguard High Dividend Yield Index Fund ETF Shares 21.0%
- SPLV vs VO · Vanguard Morningstar Mid-Cap ETF 16.5%
- SPLV vs SPYM · State Street SPDR Portfolio S&P 500 ETF 16.4%
- SPLV vs IVV · iShares Core S&P 500 ETF 16.4%
- SPLV vs VOO · Vanguard S&P 500 ETF 16.4%
- SPLV vs SPY · State Street SPDR S&P 500 ETF Trust 15.8%
Percentages are holdings overlap with the named fund.
Open IWD or SPLV 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.