ETF comparison
IWD vs SPYG
US Value vs US Large Cap Growth.
iShares Russell 1000 Value ETF · State Street SPDR Portfolio S&P 500 Growth ETF
Holdings overlap
84 positions appear in both funds. Buying equal dollars of IWD and SPYG would leave roughly 30.0% 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
SPYG is 14 bps cheaper than IWD. On a $100,000 position that's about $140/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 SPYG.
Top shared holdings
84 shared in total| # | Holding | In IWD | In SPYG | Overlap |
|---|---|---|---|---|
| 1 | APPLE INC. | 5.37% | 5.99% | 5.37% |
| 2 | MICROSOFT CORPORATION | 3.88% | 7.80% | 3.88% |
| 3 | AMAZON.COM, INC. | 5.93% | 3.48% | 3.48% |
| 4 | BERKSHIRE HATHAWAY INC. | 2.61% | 2.58% | 2.58% |
| 5 | JPMORGAN CHASE & CO. | 2.45% | 1.68% | 1.68% |
| 6 | JOHNSON & JOHNSON | 1.71% | 1.02% | 1.02% |
| 7 | RTX CORPORATION | 0.72% | 0.72% | 0.72% |
| 8 | CISCO SYSTEMS, INC. | 1.30% | 0.69% | 0.69% |
| 9 | META PLATFORMS, INC. | 0.63% | 3.48% | 0.63% |
| 10 | ABBVIE INC. | 1.15% | 0.58% | 0.58% |
| 11 | THE GOLDMAN SACHS GROUP, INC. | 0.82% | 0.55% | 0.55% |
| 12 | WELLTOWER INC. | 0.45% | 0.45% | 0.45% |
Only in IWD
786 total- INTEL CORPORATION 1.72%
- EXXON MOBIL CORPORATION 1.59%
- WALMART INC. 1.27%
- UNITEDHEALTH GROUP INCORPORATED 1.05%
- BANK OF AMERICA CORPORATION 0.98%
- THE PROCTER & GAMBLE COMPANY 0.96%
- MERCK & CO., INC. 0.89%
- CHEVRON CORPORATION 0.86%
- WELLS FARGO & COMPANY 0.71%
- LINDE PUBLIC LIMITED COMPANY 0.67%
Only in SPYG
63 total- NVIDIA Corp 13.65%
- Alphabet Inc 5.90%
- Broadcom Inc 5.04%
- Alphabet Inc 4.70%
- Micron Technology Inc 3.67%
- Eli Lilly & Co 2.67%
- Advanced Micro Devices Inc 2.67%
- Tesla Inc 2.07%
- Applied Materials Inc 1.62%
- Lam Research Corp 1.53%
Related comparisons
More comparisons with IWD
- IWD vs IVW · iShares S&P 500 Growth ETF 30.0%
- IWD vs AVLV · Avantis US Large Cap Value ETF 29.8%
- IWD vs VOOG · Vanguard S&P 500 Growth Index Fund ETF Shares 29.5%
- IWD vs FDVV · Fidelity High Dividend ETF 29.4%
- IWD vs IWR · iShares Russell Mid-Cap ETF 28.5%
- IWD vs IWS · iShares Russell Mid-Cap Value ETF 28.5%
More comparisons with SPYG
- SPYG vs DGRO · iShares Core Dividend Growth ETF 24.8%
- SPYG vs VTV · Vanguard Morningstar Value ETF 20.8%
- SPYG vs VYM · Vanguard High Dividend Yield Index Fund ETF Shares 17.1%
- SPYG vs VO · Vanguard Morningstar Mid-Cap ETF 7.5%
- SPYG vs VB · Vanguard Morningstar Small-Cap ETF 0.9%
- SPYG vs SCHD · Schwab U.S. Dividend Equity ETF 0.8%
Percentages are holdings overlap with the named fund.
Open IWD or SPYG 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.