ETF comparison
IWD vs VLUE
US Value vs Value Factor.
iShares Russell 1000 Value ETF · iShares MSCI USA Value Factor ETF
Holdings overlap
142 positions appear in both funds. Buying equal dollars of IWD and VLUE would leave roughly 24.0% of each dollar exposed to the same underlying securities.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — see what we don't score for why.
Cost difference
VLUE is 3 bps cheaper than IWD. On a $100,000 position that's about $30/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 VLUE.
Top shared holdings
142 shared in total| # | Holding | In IWD | In VLUE | Overlap |
|---|---|---|---|---|
| 1 | MICRON TECHNOLOGY, INC. | 1.24% | 11.60% | 1.24% |
| 2 | CISCO SYSTEMS, INC. | 1.02% | 4.96% | 1.02% |
| 3 | MERCK & CO., INC. | 0.98% | 1.57% | 0.98% |
| 4 | BANK OF AMERICA CORPORATION | 0.97% | 1.88% | 0.97% |
| 5 | WELLS FARGO & COMPANY | 0.81% | 1.11% | 0.81% |
| 6 | VERIZON COMMUNICATIONS INC. | 0.70% | 2.66% | 0.70% |
| 7 | AT&T INC. | 0.66% | 2.53% | 0.66% |
| 8 | INTEL CORPORATION | 0.64% | 9.26% | 0.64% |
| 9 | APPLIED MATERIALS, INC. | 0.64% | 3.66% | 0.64% |
| 10 | THE WALT DISNEY COMPANY | 0.56% | 1.09% | 0.56% |
| 11 | CITIGROUP INC. | 0.53% | 1.94% | 0.53% |
| 12 | PFIZER INC. | 0.52% | 1.49% | 0.52% |
Only in IWD
724 total- BERKSHIRE HATHAWAY INC. 2.91%
- JPMORGAN CHASE & CO. 2.63%
- EXXON MOBIL CORPORATION 2.36%
- ALPHABET INC. 1.95%
- JOHNSON & JOHNSON 1.94%
- AMAZON.COM, INC. 1.81%
- WALMART INC. 1.60%
- ALPHABET INC. 1.59%
- CHEVRON CORPORATION 1.28%
- THE PROCTER & GAMBLE COMPANY 1.12%
Only in VLUE
6 total- NXP Semiconductors N.V. 1.00%
- TE CONNECTIVITY PUBLIC LIMITED COMPANY 0.92%
- EXPEDIA GROUP, INC. 0.51%
- DECKERS OUTDOOR CORPORATION 0.08%
- EQUITABLE HOLDINGS, INC. 0.04%
- COREBRIDGE FINANCIAL, INC. 0.02%
Open IWD or VLUE 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.