ETF comparison
IWD vs SUSA
US Value vs US Total Market.
iShares Russell 1000 Value ETF · iShares ESG Optimized MSCI USA ETF
Holdings overlap
143 positions appear in both funds. Buying equal dollars of IWD and SUSA would leave roughly 31.5% 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 SUSA. On a $100,000 position that's about $70/yr more in fees for SUSA.
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 SUSA.
Top shared holdings
143 shared in total| # | Holding | In IWD | In SUSA | Overlap |
|---|---|---|---|---|
| 1 | APPLE INC. | 5.37% | 6.67% | 5.37% |
| 2 | MICROSOFT CORPORATION | 3.88% | 4.86% | 3.88% |
| 3 | CISCO SYSTEMS, INC. | 1.30% | 0.81% | 0.81% |
| 4 | INTEL CORPORATION | 1.72% | 0.68% | 0.68% |
| 5 | MORGAN STANLEY | 0.66% | 1.29% | 0.66% |
| 6 | INTERNATIONAL BUSINESS MACHINES CORPORATION | 0.74% | 0.56% | 0.56% |
| 7 | THE COCA-COLA COMPANY | 0.78% | 0.54% | 0.54% |
| 8 | COSTCO WHOLESALE CORPORATION | 0.65% | 0.54% | 0.54% |
| 9 | THE PROCTER & GAMBLE COMPANY | 0.96% | 0.54% | 0.54% |
| 10 | VERIZON COMMUNICATIONS INC. | 0.50% | 0.66% | 0.50% |
| 11 | MERCK & CO., INC. | 0.89% | 0.47% | 0.47% |
| 12 | GILEAD SCIENCES, INC. | 0.44% | 0.69% | 0.44% |
Only in IWD
727 total- AMAZON.COM, INC. 5.93%
- BERKSHIRE HATHAWAY INC. 2.61%
- JPMORGAN CHASE & CO. 2.45%
- JOHNSON & JOHNSON 1.71%
- EXXON MOBIL CORPORATION 1.59%
- WALMART INC. 1.27%
- ABBVIE INC. 1.15%
- UNITEDHEALTH GROUP INCORPORATED 1.05%
- BANK OF AMERICA CORPORATION 0.98%
- CHEVRON CORPORATION 0.86%
Only in SUSA
50 total- NVIDIA CORPORATION 7.35%
- ALPHABET INC. 3.42%
- BROADCOM INC. 2.73%
- ALPHABET INC. 2.59%
- ELI LILLY AND COMPANY 1.41%
- MICRON TECHNOLOGY, INC. 1.38%
- TESLA, INC. 1.36%
- ADVANCED MICRO DEVICES, INC. 1.33%
- APPLIED MATERIALS, INC. 1.15%
- VISA INC. 1.10%
Related comparisons
More comparisons with IWD
- IWD vs USMV · iShares MSCI USA Min Vol Factor ETF 30.0%
- IWD vs SPYG · State Street SPDR Portfolio S&P 500 Growth ETF 30.0%
- 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%
More comparisons with SUSA
- SUSA vs DGRO · iShares Core Dividend Growth ETF 30.8%
- SUSA vs VTV · Vanguard Morningstar Value ETF 27.6%
- SUSA vs VO · Vanguard Morningstar Mid-Cap ETF 23.1%
- SUSA vs VYM · Vanguard High Dividend Yield Index Fund ETF Shares 23.1%
- SUSA vs SCHD · Schwab U.S. Dividend Equity ETF 7.3%
- SUSA vs VB · Vanguard Morningstar Small-Cap ETF 4.6%
Percentages are holdings overlap with the named fund.
Open IWD or SUSA 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.