ETF comparison
IWD vs TCAF
US Value vs US Large Cap.
iShares Russell 1000 Value ETF · T. Rowe Price Capital Appreciation Equity ETF
Holdings overlap
51 positions appear in both funds. Buying equal dollars of IWD and TCAF would leave roughly 23.6% 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 13 bps cheaper than TCAF. On a $100,000 position that's about $130/yr more in fees for TCAF.
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 TCAF.
Top shared holdings
51 shared in total| # | Holding | In IWD | In TCAF | Overlap |
|---|---|---|---|---|
| 1 | AMAZON.COM, INC. | 5.93% | 5.83% | 5.83% |
| 2 | APPLE INC. | 5.37% | 4.70% | 4.70% |
| 3 | MICROSOFT CORPORATION | 3.88% | 5.14% | 3.88% |
| 4 | JPMORGAN CHASE & CO. | 2.45% | 1.86% | 1.86% |
| 5 | UNITEDHEALTH GROUP INCORPORATED | 1.05% | 1.08% | 1.05% |
| 6 | META PLATFORMS, INC. | 0.63% | 4.18% | 0.63% |
| 7 | CHEVRON CORPORATION | 0.86% | 0.52% | 0.52% |
| 8 | Philip Morris International Inc. | 0.79% | 0.45% | 0.45% |
| 9 | DANAHER CORPORATION | 0.34% | 1.59% | 0.34% |
| 10 | GILEAD SCIENCES, INC. | 0.44% | 0.33% | 0.33% |
| 11 | CONOCOPHILLIPS | 0.36% | 0.26% | 0.26% |
| 12 | ABBOTT LABORATORIES | 0.44% | 0.25% | 0.25% |
Only in IWD
819 total- BERKSHIRE HATHAWAY INC. 2.61%
- INTEL CORPORATION 1.72%
- JOHNSON & JOHNSON 1.71%
- EXXON MOBIL CORPORATION 1.59%
- CISCO SYSTEMS, INC. 1.30%
- WALMART INC. 1.27%
- ABBVIE INC. 1.15%
- BANK OF AMERICA CORPORATION 0.98%
- THE PROCTER & GAMBLE COMPANY 0.96%
- MERCK & CO., INC. 0.89%
Only in TCAF
37 total- NVIDIA CORP 5.30%
- ALPHABET INC CL A 4.36%
- BROADCOM INC 3.14%
- ADVANCED MICRO DEVICES 2.65%
- TAIWAN SEMICONDUCTOR-SP ADR 2.18%
- MICRON TECHNOLOGY INC 2.06%
- MASTERCARD INC - A 2.04%
- CENCORA INC 2.00%
- VISA INC-CLASS A SHARES 1.56%
- CYTOKINETICS INC 1.34%
Related comparisons
More comparisons with IWD
- IWD vs FBCG · Fidelity Blue Chip Growth ETF 23.4%
- IWD vs VUG · Vanguard Morningstar Growth ETF 22.4%
- IWD vs SPLV · Invesco S&P 500 Low Volatility ETF 22.0%
- IWD vs VO · Vanguard Morningstar Mid-Cap ETF 21.8%
- IWD vs SDY · State Street SPDR S&P Dividend ETF 20.2%
- IWD vs VLUE · iShares MSCI USA Value Factor ETF 19.8%
More comparisons with TCAF
- TCAF vs DGRO · iShares Core Dividend Growth ETF 20.0%
- TCAF vs SPHB · Invesco S&P 500 High Beta ETF 13.3%
- TCAF vs RSP · Invesco S&P 500 Equal Weight ETF 12.3%
- TCAF vs VTV · Vanguard Morningstar Value ETF 11.4%
- TCAF vs VYM · Vanguard High Dividend Yield Index Fund ETF Shares 11.0%
- TCAF vs VO · Vanguard Morningstar Mid-Cap ETF 8.9%
Percentages are holdings overlap with the named fund.
Open IWD or TCAF 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.