ETF comparison
IWD vs VBR
US Value vs US Small Cap.
iShares Russell 1000 Value ETF · Vanguard Morningstar Small-Cap Value ETF
Holdings overlap
365 positions appear in both funds. Buying equal dollars of IWD and VBR would leave roughly 10.0% 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
VBR 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 VBR.
Top shared holdings
365 shared in total| # | Holding | In IWD | In VBR | Overlap |
|---|---|---|---|---|
| 1 | FLEX LTD. | 0.17% | 0.32% | 0.17% |
| 2 | QNITY ELECTRONICS, INC. | 0.10% | 0.37% | 0.10% |
| 3 | EQT CORPORATION | 0.09% | 0.18% | 0.09% |
| 4 | CENTENE CORPORATION | 0.08% | 0.34% | 0.08% |
| 5 | ATMOS ENERGY CORPORATION | 0.08% | 0.62% | 0.08% |
| 6 | STEEL DYNAMICS, INC. | 0.08% | 0.34% | 0.08% |
| 7 | HUBBELL INCORPORATED | 0.08% | 0.15% | 0.08% |
| 8 | MKS, INCORPORATED. | 0.08% | 0.32% | 0.08% |
| 9 | ILLUMINA, INC. | 0.07% | 0.27% | 0.07% |
| 10 | MODERNA, INC. | 0.07% | 0.54% | 0.07% |
| 11 | SMURFIT WESTROCK PUBLIC LIMITED COMPANY | 0.07% | 0.52% | 0.07% |
| 12 | WILLIAMS-SONOMA, INC. | 0.07% | 0.59% | 0.07% |
Only in IWD
505 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 VBR
475 total- Jabil Inc 0.87%
- NRG Energy Inc 0.66%
- Tapestry Inc 0.63%
- EMCOR Group Inc 0.40%
- Moog Inc 0.26%
- American Airlines Group Inc 0.26%
- Viasat Inc 0.25%
- UMB Financial Corp 0.21%
- Praxis Precision Medicines Inc 0.20%
- Compass Inc 0.20%
Related comparisons
More comparisons with IWD
- IWD vs SPYD · State Street SPDR Portfolio S&P 500 High Dividend ETF 9.5%
- IWD vs FDL · First Trust Morningstar Dividend Leaders Index Fund 9.4%
- IWD vs AVMV · Avantis U.S. Mid Cap Value ETF 9.4%
- IWD vs BBMC · JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 9.0%
- IWD vs MOAT · VanEck Morningstar Wide Moat ETF 9.0%
- IWD vs SPHD · Invesco S&P 500 High Dividend Low Volatility ETF 8.5%
More comparisons with VBR
- VBR vs VYM · Vanguard High Dividend Yield Index Fund ETF Shares 9.8%
- VBR vs IJT · iShares S&P Small-Cap 600 Growth ETF 9.5%
- VBR vs CALF · Pacer US Small Cap Cash Cows 100 ETF 9.3%
- VBR vs VTI · Vanguard Morningstar Total Stock Market ETF 7.2%
- VBR vs ITOT · iShares Core S&P Total U.S. Stock Market ETF 7.2%
- VBR vs SCHB · Schwab U.S. Broad Market ETF 6.9%
Percentages are holdings overlap with the named fund.
Open IWD or VBR 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.