ETF comparison
IWD vs SPTM
US Value vs US Total Market.
iShares Russell 1000 Value ETF · State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
Holdings overlap
761 positions appear in both funds. Buying equal dollars of IWD and SPTM would leave roughly 57.9% 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
SPTM is 15 bps cheaper than IWD. On a $100,000 position that's about $150/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 SPTM.
Top shared holdings
761 shared in total| # | Holding | In IWD | In SPTM | Overlap |
|---|---|---|---|---|
| 1 | APPLE INC. | 5.37% | 6.07% | 5.37% |
| 2 | MICROSOFT CORPORATION | 3.88% | 3.96% | 3.88% |
| 3 | AMAZON.COM, INC. | 5.93% | 3.33% | 3.33% |
| 4 | BERKSHIRE HATHAWAY INC. | 2.61% | 1.31% | 1.31% |
| 5 | JPMORGAN CHASE & CO. | 2.45% | 1.25% | 1.25% |
| 6 | INTEL CORPORATION | 1.72% | 0.94% | 0.94% |
| 7 | JOHNSON & JOHNSON | 1.71% | 0.88% | 0.88% |
| 8 | EXXON MOBIL CORPORATION | 1.59% | 0.81% | 0.81% |
| 9 | WALMART INC. | 1.27% | 0.71% | 0.71% |
| 10 | CISCO SYSTEMS, INC. | 1.30% | 0.67% | 0.67% |
| 11 | ABBVIE INC. | 1.15% | 0.64% | 0.64% |
| 12 | META PLATFORMS, INC. | 0.63% | 1.76% | 0.63% |
Only in IWD
109 total- CHENIERE ENERGY, INC. 0.13%
- FERGUSON ENTERPRISES INC. 0.12%
- SUNBELT RENTALS HOLDINGS, INC. 0.09%
- STRATEGY INC 0.08%
- Markel Group Inc. 0.07%
- ROYALTY PHARMA PLC 0.07%
- ZOOM COMMUNICATIONS, INC. 0.06%
- LIBERTY MEDIA CORP - FORMULA ONE GROUP 0.06%
- SOFI TECHNOLOGIES, INC. 0.06%
- IONQ Inc 0.05%
Only in SPTM
747 total- NVIDIA Corp 6.92%
- Alphabet Inc 2.99%
- Broadcom Inc 2.56%
- Alphabet Inc 2.38%
- Micron Technology Inc 1.86%
- Tesla Inc 1.69%
- Eli Lilly & Co 1.35%
- Advanced Micro Devices Inc 1.35%
- Visa Inc 0.82%
- Applied Materials Inc 0.82%
Related comparisons
More comparisons with IWD
More comparisons with SPTM
- SPTM vs IWF · iShares Russell 1000 Growth ETF 54.8%
- SPTM vs SUSA · iShares ESG Optimized MSCI USA ETF 54.5%
- SPTM vs VUG · Vanguard Morningstar Growth ETF 53.1%
- SPTM vs QQQ · Invesco QQQ Trust 50.2%
- SPTM vs DSI · iShares ESG MSCI KLD 400 ETF 50.2%
- SPTM vs DGRO · iShares Core Dividend Growth ETF 41.0%
Percentages are holdings overlap with the named fund.
Open IWD or SPTM 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.