ETF comparison
IWD vs VTV
Both US Value.
iShares Russell 1000 Value ETF · Vanguard Value Index Fund ETF Shares
Holdings overlap
296 positions appear in both funds. Buying equal dollars of IWD and VTV would leave roughly 72.3% 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
VTV is 15 bps cheaper than IWD. On a $100,000 position that's about $150/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 VTV.
Top shared holdings
296 shared in total| # | Holding | In IWD | In VTV | Overlap |
|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC. | 2.91% | 3.06% | 2.91% |
| 2 | JPMORGAN CHASE & CO. | 2.63% | 3.03% | 2.63% |
| 3 | EXXON MOBIL CORPORATION | 2.36% | 2.90% | 2.36% |
| 4 | JOHNSON & JOHNSON | 1.94% | 2.41% | 1.94% |
| 5 | WALMART INC. | 1.60% | 2.23% | 1.60% |
| 6 | CHEVRON CORPORATION | 1.28% | 1.61% | 1.28% |
| 7 | MICRON TECHNOLOGY, INC. | 1.24% | 1.56% | 1.24% |
| 8 | THE PROCTER & GAMBLE COMPANY | 1.12% | 1.38% | 1.12% |
| 9 | CISCO SYSTEMS, INC. | 1.02% | 1.13% | 1.02% |
| 10 | MERCK & CO., INC. | 0.98% | 1.22% | 0.98% |
| 11 | BANK OF AMERICA CORPORATION | 0.97% | 1.23% | 0.97% |
| 12 | CATERPILLAR INC. | 0.95% | 1.35% | 0.95% |
Only in IWD
570 total- ALPHABET INC. 1.95%
- AMAZON.COM, INC. 1.81%
- ALPHABET INC. 1.59%
- META PLATFORMS, INC. 0.73%
- MCDONALD'S CORPORATION 0.69%
- ADVANCED MICRO DEVICES, INC. 0.45%
- WELLTOWER INC. 0.45%
- THE BOEING COMPANY 0.43%
- EQUINIX, INC. 0.32%
- SANDISK CORPORATION 0.30%
Only in VTV
15 total- AbbVie Inc 1.58%
- General Electric Co 0.58%
- Berkshire Hathaway Inc 0.56%
- Waste Management Inc 0.38%
- Trane Technologies PLC 0.38%
- American Tower Corp 0.33%
- TE Connectivity PLC 0.25%
- Cencora Inc 0.24%
- Vistra Corp 0.21%
- Blackstone Inc 0.17%
Open IWD or VTV 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.