ETF comparison
IWD vs VIG
US Value vs Dividend.
iShares Russell 1000 Value ETF · Vanguard Dividend Appreciation Index Fund ETF Shares
Holdings overlap
221 positions appear in both funds. Buying equal dollars of IWD and VIG would leave roughly 45.2% 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
VIG is 14 bps cheaper than IWD. On a $100,000 position that's about $140/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 VIG.
Top shared holdings
221 shared in total| # | Holding | In IWD | In VIG | Overlap |
|---|---|---|---|---|
| 1 | APPLE INC. | 5.37% | 4.45% | 4.45% |
| 2 | MICROSOFT CORPORATION | 3.88% | 4.34% | 3.88% |
| 3 | JPMORGAN CHASE & CO. | 2.45% | 4.07% | 2.45% |
| 4 | JOHNSON & JOHNSON | 1.71% | 2.67% | 1.71% |
| 5 | CISCO SYSTEMS, INC. | 1.30% | 1.98% | 1.30% |
| 6 | WALMART INC. | 1.27% | 2.11% | 1.27% |
| 7 | ABBVIE INC. | 1.15% | 1.92% | 1.15% |
| 8 | UNITEDHEALTH GROUP INCORPORATED | 1.05% | 1.63% | 1.05% |
| 9 | BANK OF AMERICA CORPORATION | 0.98% | 1.75% | 0.98% |
| 10 | THE PROCTER & GAMBLE COMPANY | 0.96% | 1.45% | 0.96% |
| 11 | MERCK & CO., INC. | 0.89% | 1.39% | 0.89% |
| 12 | THE GOLDMAN SACHS GROUP, INC. | 0.82% | 1.24% | 0.82% |
Only in IWD
649 total- AMAZON.COM, INC. 5.93%
- BERKSHIRE HATHAWAY INC. 2.61%
- INTEL CORPORATION 1.72%
- EXXON MOBIL CORPORATION 1.59%
- CHEVRON CORPORATION 0.86%
- Philip Morris International Inc. 0.79%
- RTX CORPORATION 0.72%
- WELLS FARGO & COMPANY 0.71%
- META PLATFORMS, INC. 0.63%
- CITIGROUP INC. 0.56%
Only in VIG
112 total- Broadcom Inc 4.63%
- Eli Lilly & Co 3.93%
- ExxonMobil Holdings Corp 2.78%
- Visa Inc 2.45%
- Mastercard Inc 2.00%
- Caterpillar Inc 1.62%
- Lam Research Corp 1.58%
- Texas Instruments Inc 1.08%
- KLA Corp 1.03%
- Oracle Corp 0.95%
Related comparisons
More comparisons with IWD
- IWD vs RSP · Invesco S&P 500 Equal Weight ETF 45.2%
- IWD vs JAVA · JPMorgan Active Value ETF 44.0%
- IWD vs FELC · Fidelity Enhanced Large Cap Core ETF 43.3%
- IWD vs DSI · iShares ESG MSCI KLD 400 ETF 42.5%
- IWD vs LRGF · iShares U.S. Equity Factor ETF 42.1%
- IWD vs DYNF · iShares U.S. Equity Factor Rotation Active ETF 39.2%
More comparisons with VIG
- VIG vs SCHV · Schwab U.S. Large-Cap Value ETF 44.3%
- VIG vs DUHP · DFA U.S. High Relative Profitability Portfolio – ETF Class Shares 43.4%
- VIG vs XLG · Invesco S&P 500 Top 50 ETF 40.8%
- VIG vs BBUS · JPMorgan BetaBuilders U.S. Equity ETF 40.7%
- VIG vs PRF · Invesco RAFI US 1000 ETF 40.6%
- VIG vs MGC · Vanguard Morningstar Mega Cap ETF 40.5%
Percentages are holdings overlap with the named fund.
Open IWD or VIG 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.