ETF comparison
IWD vs VOE
Both US Value.
iShares Russell 1000 Value ETF · Vanguard Morningstar Mid-Cap Value ETF
Holdings overlap
166 positions appear in both funds. Buying equal dollars of IWD and VOE would leave roughly 17.0% 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
VOE 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 VOE.
Top shared holdings
166 shared in total| # | Holding | In IWD | In VOE | Overlap |
|---|---|---|---|---|
| 1 | NEWMONT CORPORATION | 0.28% | 0.86% | 0.28% |
| 2 | THE WILLIAMS COMPANIES, INC. | 0.25% | 0.78% | 0.25% |
| 3 | JOHNSON CONTROLS INTERNATIONAL PUBLIC LIMITED COMPANY | 0.23% | 0.77% | 0.23% |
| 4 | AMERICAN ELECTRIC POWER COMPANY, INC. | 0.21% | 0.64% | 0.21% |
| 5 | CRH PUBLIC LIMITED COMPANY | 0.20% | 1.23% | 0.20% |
| 6 | NORFOLK SOUTHERN CORPORATION | 0.20% | 0.61% | 0.20% |
| 7 | The Travelers Companies, Inc. | 0.20% | 0.61% | 0.20% |
| 8 | SLB N.V. | 0.19% | 1.20% | 0.19% |
| 9 | GENERAL MOTORS COMPANY | 0.19% | 1.20% | 0.19% |
| 10 | AON PUBLIC LIMITED COMPANY | 0.19% | 0.58% | 0.19% |
| 11 | FEDEX CORPORATION | 0.19% | 0.58% | 0.19% |
| 12 | VALERO ENERGY CORPORATION | 0.19% | 1.33% | 0.19% |
Only in IWD
704 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 VOE
4 total- Simon Property Group Inc 1.19%
- TE Connectivity PLC 1.02%
- Cencora Inc 0.90%
- Darden Restaurants Inc 0.41%
Related comparisons
More comparisons with IWD
- IWD vs NOBL · ProShares S&P 500 Dividend Aristocrats ETF 16.7%
- IWD vs IWF · iShares Russell 1000 Growth ETF 16.3%
- IWD vs IWY · iShares Russell Top 200 Growth ETF 15.0%
- IWD vs RDVY · First Trust Rising Dividend Achievers ETF 14.8%
- IWD vs SPHQ · Invesco S&P 500 Quality ETF 14.5%
- IWD vs RPV · Invesco S&P 500 Pure Value ETF 14.5%
More comparisons with VOE
- VOE vs JAVA · JPMorgan Active Value ETF 13.8%
- VOE vs DGRO · iShares Core Dividend Growth ETF 13.5%
- VOE vs SCHD · Schwab U.S. Dividend Equity ETF 10.2%
- VOE vs VIG · Vanguard Dividend Appreciation Index Fund ETF Shares 10.0%
- VOE vs SPYM · State Street SPDR Portfolio S&P 500 ETF 9.9%
- VOE vs IVV · iShares Core S&P 500 ETF 9.9%
Percentages are holdings overlap with the named fund.
Open IWD or VOE 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.