ETF comparison
IWD vs SPYV
Both US Value.
iShares Russell 1000 Value ETF · State Street SPDR Portfolio S&P 500 Value ETF
Holdings overlap
397 positions appear in both funds. Buying equal dollars of IWD and SPYV would leave roughly 70.0% 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
SPYV 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 SPYV.
Top shared holdings
397 shared in total| # | Holding | In IWD | In SPYV | Overlap |
|---|---|---|---|---|
| 1 | APPLE INC. | 5.37% | 7.32% | 5.37% |
| 2 | AMAZON.COM, INC. | 5.93% | 3.78% | 3.78% |
| 3 | INTEL CORPORATION | 1.72% | 2.27% | 1.72% |
| 4 | EXXON MOBIL CORPORATION | 1.59% | 1.95% | 1.59% |
| 5 | WALMART INC. | 1.27% | 1.71% | 1.27% |
| 6 | UNITEDHEALTH GROUP INCORPORATED | 1.05% | 1.30% | 1.05% |
| 7 | BANK OF AMERICA CORPORATION | 0.98% | 1.28% | 0.98% |
| 8 | JPMORGAN CHASE & CO. | 2.45% | 0.97% | 0.97% |
| 9 | THE PROCTER & GAMBLE COMPANY | 0.96% | 1.18% | 0.96% |
| 10 | MERCK & CO., INC. | 0.89% | 1.09% | 0.89% |
| 11 | JOHNSON & JOHNSON | 1.71% | 0.86% | 0.86% |
| 12 | CHEVRON CORPORATION | 0.86% | 1.07% | 0.86% |
Only in IWD
473 total- MICROSOFT CORPORATION 3.88%
- BERKSHIRE HATHAWAY INC. 2.61%
- RTX CORPORATION 0.72%
- META PLATFORMS, INC. 0.63%
- WELLTOWER INC. 0.45%
- UBER TECHNOLOGIES, INC. 0.36%
- NEWMONT CORPORATION 0.28%
- O'Reilly Automotive, Inc. 0.21%
- FLEX LTD. 0.17%
- HCA HEALTHCARE, INC. 0.16%
Only in SPYV
41 total- Tesla Inc 1.55%
- Texas Instruments Inc 0.93%
- Visa Inc 0.88%
- Western Digital Corp 0.76%
- General Electric Co 0.65%
- Marvell Technology Inc 0.48%
- Mastercard Inc 0.47%
- Palo Alto Networks Inc 0.42%
- Oracle Corp 0.41%
- Lockheed Martin Corp 0.36%
Related comparisons
More comparisons with IWD
- IWD vs IVE · iShares S&P 500 Value ETF 70.0%
- IWD vs VOOV · Vanguard S&P 500 Value Index Fund ETF Shares 69.7%
- IWD vs PRF · Invesco RAFI US 1000 ETF 67.5%
- IWD vs SCHV · Schwab U.S. Large-Cap Value ETF 66.8%
- IWD vs FNDX · Schwab Fundamental U.S. Large Company ETF 64.1%
- IWD vs VTV · Vanguard Morningstar Value ETF 64.0%
More comparisons with SPYV
- SPYV vs VTV · Vanguard Morningstar Value ETF 67.9%
- SPYV vs SCHV · Schwab U.S. Large-Cap Value ETF 64.9%
- SPYV vs IWX · iShares Russell Top 200 Value ETF 63.9%
- SPYV vs VONV · Vanguard Russell 1000 Value Index Fund ETF Shares 63.7%
- SPYV vs PRF · Invesco RAFI US 1000 ETF 61.7%
- SPYV vs SPYM · State Street SPDR Portfolio S&P 500 ETF 58.7%
Percentages are holdings overlap with the named fund.
Open IWD or SPYV 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.