ETF comparison
IWD vs VTV
Both US Value.
iShares Russell 1000 Value ETF · Vanguard Morningstar Value ETF
Holdings overlap
293 positions appear in both funds. Buying equal dollars of IWD and VTV would leave roughly 64.0% 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
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
293 shared in total| # | Holding | In IWD | In VTV | Overlap |
|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC. | 2.61% | 2.95% | 2.61% |
| 2 | JPMORGAN CHASE & CO. | 2.45% | 3.06% | 2.45% |
| 3 | JOHNSON & JOHNSON | 1.71% | 2.29% | 1.71% |
| 4 | EXXON MOBIL CORPORATION | 1.59% | 2.12% | 1.59% |
| 5 | CISCO SYSTEMS, INC. | 1.30% | 1.56% | 1.30% |
| 6 | WALMART INC. | 1.27% | 1.86% | 1.27% |
| 7 | ABBVIE INC. | 1.15% | 1.66% | 1.15% |
| 8 | UNITEDHEALTH GROUP INCORPORATED | 1.05% | 1.41% | 1.05% |
| 9 | INTEL CORPORATION | 1.72% | 1.05% | 1.05% |
| 10 | BANK OF AMERICA CORPORATION | 0.98% | 1.36% | 0.98% |
| 11 | THE PROCTER & GAMBLE COMPANY | 0.96% | 1.28% | 0.96% |
| 12 | MERCK & CO., INC. | 0.89% | 1.19% | 0.89% |
Only in IWD
577 total- AMAZON.COM, INC. 5.93%
- APPLE INC. 5.37%
- MICROSOFT CORPORATION 3.88%
- COSTCO WHOLESALE CORPORATION 0.65%
- META PLATFORMS, INC. 0.63%
- MCDONALD'S CORPORATION 0.54%
- WELLTOWER INC. 0.45%
- VERTEX PHARMACEUTICALS INCORPORATED 0.35%
- EQUINIX, INC. 0.29%
- THE TJX COMPANIES, INC. 0.26%
Only in VTV
15 total- Micron Technology Inc 4.87%
- Caterpillar Inc 1.83%
- General Electric Co 0.73%
- Berkshire Hathaway Inc 0.52%
- Texas Instruments Inc 0.51%
- Lockheed Martin Corp 0.44%
- Trane Technologies PLC 0.41%
- Corning Inc 0.37%
- Simon Property Group Inc 0.26%
- TE Connectivity PLC 0.22%
Related comparisons
More comparisons with IWD
- IWD vs IWB · iShares Russell 1000 ETF 59.2%
- IWD vs DTD · WisdomTree U.S. Total Dividend Fund 58.8%
- IWD vs VONE · Vanguard Russell 1000 Index Fund ETF Shares 58.5%
- IWD vs DFAU · Dimensional US Core Equity Market ETF 58.2%
- IWD vs SPTM · State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF 57.9%
- IWD vs SCHX · Schwab U.S. Large-Cap ETF 57.8%
More comparisons with VTV
- VTV vs DLN · WisdomTree U.S. LargeCap Dividend Fund 62.0%
- VTV vs DTD · WisdomTree U.S. Total Dividend Fund 58.1%
- VTV vs DFUV · Dimensional US Marketwide Value ETF 55.2%
- VTV vs DFLV · Dimensional US Large Cap Value ETF 54.4%
- VTV vs FNDX · Schwab Fundamental U.S. Large Company ETF 54.0%
- VTV vs PRF · Invesco RAFI US 1000 ETF 53.6%
Percentages are holdings overlap with the named fund.
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.