ETF comparison
IWD vs VBK
US Value vs US Small Cap.
iShares Russell 1000 Value ETF · Vanguard Morningstar Small-Cap Growth ETF
Holdings overlap
190 positions appear in both funds. Buying equal dollars of IWD and VBK would leave roughly 4.6% 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
VBK is 13 bps cheaper than IWD. On a $100,000 position that's about $130/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 VBK.
Top shared holdings
190 shared in total| # | Holding | In IWD | In VBK | Overlap |
|---|---|---|---|---|
| 1 | FLEX LTD. | 0.17% | 0.42% | 0.17% |
| 2 | EQT CORPORATION | 0.09% | 0.23% | 0.09% |
| 3 | HUBBELL INCORPORATED | 0.08% | 0.19% | 0.08% |
| 4 | MKS, INCORPORATED. | 0.08% | 0.42% | 0.08% |
| 5 | ILLUMINA, INC. | 0.07% | 0.36% | 0.07% |
| 6 | TWILIO INC. | 0.07% | 0.88% | 0.07% |
| 7 | ENTEGRIS, INC. | 0.07% | 0.77% | 0.07% |
| 8 | OKTA, INC. | 0.06% | 0.65% | 0.06% |
| 9 | FIRST SOLAR, INC. | 0.06% | 0.34% | 0.06% |
| 10 | UNITED THERAPEUTICS CORPORATION | 0.06% | 0.32% | 0.06% |
| 11 | RB Global, Inc. | 0.06% | 0.61% | 0.06% |
| 12 | LIBERTY MEDIA CORP - FORMULA ONE GROUP | 0.06% | 0.57% | 0.06% |
Only in IWD
680 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 VBK
353 total- Credo Technology Group Holding Ltd 1.27%
- REVOLUTION Medicines Inc 1.06%
- Astera Labs Inc 1.05%
- Natera Inc 1.04%
- Carpenter Technology Corp 0.82%
- FTAI Aviation Ltd 0.78%
- ATI Inc 0.76%
- MasTec Inc 0.74%
- MACOM Technology Solutions Holdings Inc 0.73%
- Woodward Inc 0.71%
Related comparisons
More comparisons with IWD
- IWD vs PEY · Invesco High Yield Equity Dividend Achievers ETF 4.2%
- IWD vs IJK · iShares S&P Mid-Cap 400 Growth ETF 4.2%
- IWD vs SCHA · Schwab U.S. Small-Cap ETF 3.2%
- IWD vs DFSV · DFA U.S. Small Cap Value Portfolio – ETF Class Shares 3.0%
- IWD vs CALF · Pacer US Small Cap Cash Cows 100 ETF 1.5%
- IWD vs BBSC · JPMorgan BetaBuilders U.S. Small Cap Equity ETF 1.1%
More comparisons with VBK
- VBK vs IWF · iShares Russell 1000 Growth ETF 4.1%
- VBK vs VIG · Vanguard Dividend Appreciation Index Fund ETF Shares 1.9%
- VBK vs VO · Vanguard Morningstar Mid-Cap ETF 1.6%
- VBK vs VYM · Vanguard High Dividend Yield Index Fund ETF Shares 1.5%
- VBK vs DGRO · iShares Core Dividend Growth ETF 1.2%
- VBK vs VOO · Vanguard S&P 500 ETF 0.8%
Percentages are holdings overlap with the named fund.
Open IWD or VBK 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.