ETF comparison
IWD vs VB
US Value vs US Small Cap.
iShares Russell 1000 Value ETF · Vanguard Morningstar Small-Cap ETF
Holdings overlap
525 positions appear in both funds. Buying equal dollars of IWD and VB would leave roughly 13.4% 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
VB is 15 bps cheaper than IWD. On a $100,000 position that's about $150/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 VB.
Top shared holdings
525 shared in total| # | Holding | In IWD | In VB | Overlap |
|---|---|---|---|---|
| 1 | FLEX LTD. | 0.17% | 0.36% | 0.17% |
| 2 | QNITY ELECTRONICS, INC. | 0.10% | 0.21% | 0.10% |
| 3 | EQT CORPORATION | 0.09% | 0.20% | 0.09% |
| 4 | CENTENE CORPORATION | 0.08% | 0.19% | 0.08% |
| 5 | ATMOS ENERGY CORPORATION | 0.08% | 0.35% | 0.08% |
| 6 | STEEL DYNAMICS, INC. | 0.08% | 0.19% | 0.08% |
| 7 | HUBBELL INCORPORATED | 0.08% | 0.17% | 0.08% |
| 8 | MKS, INCORPORATED. | 0.08% | 0.37% | 0.08% |
| 9 | ILLUMINA, INC. | 0.07% | 0.31% | 0.07% |
| 10 | TWILIO INC. | 0.07% | 0.38% | 0.07% |
| 11 | MODERNA, INC. | 0.07% | 0.30% | 0.07% |
| 12 | SMURFIT WESTROCK PUBLIC LIMITED COMPANY | 0.07% | 0.29% | 0.07% |
Only in IWD
345 total- AMAZON.COM, INC. 5.93%
- APPLE INC. 5.37%
- MICROSOFT CORPORATION 3.88%
- BERKSHIRE HATHAWAY INC. 2.61%
- JPMORGAN CHASE & CO. 2.45%
- INTEL CORPORATION 1.72%
- JOHNSON & JOHNSON 1.71%
- EXXON MOBIL CORPORATION 1.59%
- CISCO SYSTEMS, INC. 1.30%
- WALMART INC. 1.27%
Only in VB
784 total- Credo Technology Group Holding Ltd 0.55%
- Jabil Inc 0.49%
- REVOLUTION Medicines Inc 0.46%
- Astera Labs Inc 0.45%
- Natera Inc 0.45%
- EMCOR Group Inc 0.45%
- NRG Energy Inc 0.37%
- Tapestry Inc 0.36%
- Carpenter Technology Corp 0.35%
- FTAI Aviation Ltd 0.34%
Related comparisons
More comparisons with IWD
More comparisons with VB
- VB vs FNDX · Schwab Fundamental U.S. Large Company ETF 13.4%
- VB vs IJS · iShares S&P Small-Cap 600 Value ETF 13.2%
- VB vs DFAU · Dimensional US Core Equity Market ETF 13.0%
- VB vs VIOV · Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares 12.8%
- VB vs VIOG · Vanguard S&P Small-Cap 600 Growth Index Fund ETF Shares 12.4%
- VB vs VTI · Vanguard Morningstar Total Stock Market ETF 11.9%
Percentages are holdings overlap with the named fund.
Open IWD or VB 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.