ETF comparison
IWD vs SPY
US Value vs US Large Cap.
iShares Russell 1000 Value ETF · State Street SPDR S&P 500 ETF Trust
Holdings overlap
421 positions appear in both funds. Buying equal dollars of IWD and SPY would leave roughly 54.8% 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
SPY is 9 bps cheaper than IWD. On a $100,000 position that's about $86/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 SPY.
Top shared holdings
421 shared in total| # | Holding | In IWD | In SPY | Overlap |
|---|---|---|---|---|
| 1 | APPLE INC. | 5.37% | 7.32% | 5.37% |
| 2 | MICROSOFT CORPORATION | 3.88% | 5.77% | 3.88% |
| 3 | AMAZON.COM, INC. | 5.93% | 3.71% | 3.71% |
| 4 | BERKSHIRE HATHAWAY INC. | 2.61% | 1.41% | 1.41% |
| 5 | JPMORGAN CHASE & CO. | 2.45% | 1.33% | 1.33% |
| 6 | JOHNSON & JOHNSON | 1.71% | 0.93% | 0.93% |
| 7 | INTEL CORPORATION | 1.72% | 0.89% | 0.89% |
| 8 | WALMART INC. | 1.27% | 0.70% | 0.70% |
| 9 | ABBVIE INC. | 1.15% | 0.70% | 0.70% |
| 10 | CISCO SYSTEMS, INC. | 1.30% | 0.66% | 0.66% |
| 11 | META PLATFORMS, INC. | 0.63% | 2.41% | 0.63% |
| 12 | CHEVRON CORPORATION | 0.86% | 0.61% | 0.61% |
Only in IWD
449 total- EXXON MOBIL CORPORATION 1.59%
- ONEOK, INC. 0.15%
- CHENIERE ENERGY, INC. 0.13%
- ELECTRONIC ARTS INC. 0.12%
- SUNBELT RENTALS HOLDINGS, INC. 0.09%
- STRATEGY INC 0.08%
- MKS, INCORPORATED. 0.08%
- AVALONBAY COMMUNITIES, INC. 0.07%
- TWILIO INC. 0.07%
- Markel Group Inc. 0.07%
Only in SPY
84 total- NVIDIA CORP 8.50%
- ALPHABET INC CL A 3.03%
- BROADCOM INC 2.54%
- ALPHABET INC CL C 2.43%
- MICRON TECHNOLOGY INC 1.82%
- TESLA INC 1.57%
- ADVANCED MICRO DEVICES 1.55%
- ELI LILLY + CO 1.37%
- EXXONMOBIL HOLDINGS CORP 1.01%
- VISA INC CLASS A SHARES 0.92%
Related comparisons
More comparisons with IWD
- IWD vs AVUS · Avantis US Equity ETF 54.5%
- IWD vs VYM · Vanguard High Dividend Yield Index Fund ETF Shares 51.1%
- IWD vs DGRO · iShares Core Dividend Growth ETF 50.7%
- IWD vs ESGV · Vanguard ESG U.S. Stock ETF 50.4%
- IWD vs MGC · Vanguard Morningstar Mega Cap ETF 49.8%
- IWD vs DFLV · Dimensional US Large Cap Value ETF 49.6%
More comparisons with SPY
- SPY vs IWY · iShares Russell Top 200 Growth ETF 54.4%
- SPY vs SPYV · State Street SPDR Portfolio S&P 500 Value ETF 54.4%
- SPY vs IVE · iShares S&P 500 Value ETF 54.4%
- SPY vs DTD · WisdomTree U.S. Total Dividend Fund 54.1%
- SPY vs DSI · iShares ESG MSCI KLD 400 ETF 53.5%
- SPY vs FELG · Fidelity Enhanced Large Cap Growth ETF 53.5%
Percentages are holdings overlap with the named fund.
Open IWD or SPY 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.