ETF comparison
IWD vs VV
US Value vs US Large Cap.
iShares Russell 1000 Value ETF · Vanguard Morningstar Large-Cap ETF
Holdings overlap
344 positions appear in both funds. Buying equal dollars of IWD and VV would leave roughly 55.6% 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
VV 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 VV.
Top shared holdings
344 shared in total| # | Holding | In IWD | In VV | Overlap |
|---|---|---|---|---|
| 1 | APPLE INC. | 5.37% | 6.72% | 5.37% |
| 2 | MICROSOFT CORPORATION | 3.88% | 4.38% | 3.88% |
| 3 | AMAZON.COM, INC. | 5.93% | 3.65% | 3.65% |
| 4 | BERKSHIRE HATHAWAY INC. | 2.61% | 1.40% | 1.40% |
| 5 | JPMORGAN CHASE & CO. | 2.45% | 1.29% | 1.29% |
| 6 | JOHNSON & JOHNSON | 1.71% | 0.97% | 0.97% |
| 7 | EXXON MOBIL CORPORATION | 1.59% | 0.90% | 0.90% |
| 8 | INTEL CORPORATION | 1.72% | 0.89% | 0.89% |
| 9 | WALMART INC. | 1.27% | 0.79% | 0.79% |
| 10 | ABBVIE INC. | 1.15% | 0.70% | 0.70% |
| 11 | CISCO SYSTEMS, INC. | 1.30% | 0.66% | 0.66% |
| 12 | COSTCO WHOLESALE CORPORATION | 0.65% | 0.66% | 0.65% |
Only in IWD
526 total- ATMOS ENERGY CORPORATION 0.08%
- MKS, INCORPORATED. 0.08%
- ILLUMINA, INC. 0.07%
- TWILIO INC. 0.07%
- MODERNA, INC. 0.07%
- SMURFIT WESTROCK PUBLIC LIMITED COMPANY 0.07%
- WILLIAMS-SONOMA, INC. 0.07%
- F5, INC. 0.07%
- ENTEGRIS, INC. 0.07%
- ROYALTY PHARMA PLC 0.07%
Only in VV
89 total- NVIDIA Corp 7.28%
- Alphabet Inc 3.31%
- Broadcom Inc 2.83%
- Alphabet Inc 2.61%
- Micron Technology Inc 2.06%
- Tesla Inc 1.87%
- Eli Lilly & Co 1.61%
- Advanced Micro Devices Inc 1.50%
- Applied Materials Inc 0.91%
- Lam Research Corp 0.86%
Related comparisons
More comparisons with IWD
- IWD vs DFUV · Dimensional US Marketwide Value ETF 55.2%
- IWD vs SPY · State Street SPDR S&P 500 ETF Trust 54.8%
- IWD vs AVUS · Avantis US Equity ETF 54.5%
- IWD vs VYM · Vanguard High Dividend Yield Index Fund ETF Shares 51.1%
- IWD vs DGRO · iShares Core Dividend Growth ETF 50.7%
- IWD vs ESGV · Vanguard ESG U.S. Stock ETF 50.4%
More comparisons with VV
- VV vs QQQ · Invesco QQQ Trust 54.9%
- VV vs CGUS · Capital Group Core Equity ETF 44.4%
- VV vs VTV · Vanguard Morningstar Value ETF 44.0%
- VV vs RSP · Invesco S&P 500 Equal Weight ETF 41.3%
- VV vs TCAF · T. Rowe Price Capital Appreciation Equity ETF 41.2%
- VV vs DGRO · iShares Core Dividend Growth ETF 40.9%
Percentages are holdings overlap with the named fund.
Open IWD or VV 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.