ETF comparison
IWD vs VUG
US Value vs US Large Cap Growth.
iShares Russell 1000 Value ETF · Vanguard Morningstar Growth ETF
Holdings overlap
68 positions appear in both funds. Buying equal dollars of IWD and VUG would leave roughly 22.4% 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
VUG 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 VUG.
Top shared holdings
68 shared in total| # | Holding | In IWD | In VUG | Overlap |
|---|---|---|---|---|
| 1 | APPLE INC. | 5.37% | 11.67% | 5.37% |
| 2 | AMAZON.COM, INC. | 5.93% | 4.47% | 4.47% |
| 3 | MICROSOFT CORPORATION | 3.88% | 7.61% | 3.88% |
| 4 | INTEL CORPORATION | 1.72% | 0.79% | 0.79% |
| 5 | COSTCO WHOLESALE CORPORATION | 0.65% | 1.15% | 0.65% |
| 6 | META PLATFORMS, INC. | 0.63% | 3.41% | 0.63% |
| 7 | MCDONALD'S CORPORATION | 0.54% | 0.54% | 0.54% |
| 8 | WELLTOWER INC. | 0.45% | 0.46% | 0.45% |
| 9 | VERTEX PHARMACEUTICALS INCORPORATED | 0.35% | 0.36% | 0.35% |
| 10 | EQUINIX, INC. | 0.29% | 0.30% | 0.29% |
| 11 | THE TJX COMPANIES, INC. | 0.26% | 0.48% | 0.26% |
| 12 | SYNOPSYS, INC. | 0.23% | 0.25% | 0.23% |
Only in IWD
802 total- BERKSHIRE HATHAWAY INC. 2.61%
- JPMORGAN CHASE & CO. 2.45%
- JOHNSON & JOHNSON 1.71%
- EXXON MOBIL CORPORATION 1.59%
- CISCO SYSTEMS, INC. 1.30%
- WALMART INC. 1.27%
- ABBVIE INC. 1.15%
- UNITEDHEALTH GROUP INCORPORATED 1.05%
- BANK OF AMERICA CORPORATION 0.98%
- THE PROCTER & GAMBLE COMPANY 0.96%
Only in VUG
78 total- NVIDIA Corp 12.63%
- Alphabet Inc 5.76%
- Alphabet Inc 4.53%
- Broadcom Inc 4.28%
- Tesla Inc 3.27%
- Eli Lilly & Co 2.81%
- Advanced Micro Devices Inc 2.62%
- Applied Materials Inc 1.60%
- Visa Inc 1.54%
- Lam Research Corp 1.51%
Related comparisons
More comparisons with IWD
- IWD vs SPLV · Invesco S&P 500 Low Volatility ETF 22.0%
- IWD vs VO · Vanguard Morningstar Mid-Cap ETF 21.8%
- IWD vs SDY · State Street SPDR S&P Dividend ETF 20.2%
- IWD vs VLUE · iShares MSCI USA Value Factor ETF 19.8%
- IWD vs MTUM · iShares MSCI USA Momentum Factor ETF 19.2%
- IWD vs JGRO · JPMorgan Active Growth ETF 19.0%
More comparisons with VUG
- VUG vs DIA · State Street SPDR Dow Jones Industrial Average ETF Trust 22.2%
- VUG vs SPHQ · Invesco S&P 500 Quality ETF 22.0%
- VUG vs SPHB · Invesco S&P 500 High Beta ETF 21.4%
- VUG vs RDVY · First Trust Rising Dividend Achievers ETF 20.1%
- VUG vs JAVA · JPMorgan Active Value ETF 19.9%
- VUG vs RSP · Invesco S&P 500 Equal Weight ETF 18.4%
Percentages are holdings overlap with the named fund.
Open IWD or VUG 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.