ETF comparison
IWD vs VYM
US Value vs Dividend.
iShares Russell 1000 Value ETF · Vanguard High Dividend Yield Index Fund ETF Shares
Holdings overlap
390 positions appear in both funds. Buying equal dollars of IWD and VYM would leave roughly 51.1% 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
VYM is 14 bps cheaper than IWD. On a $100,000 position that's about $140/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 VYM.
Top shared holdings
390 shared in total| # | Holding | In IWD | In VYM | Overlap |
|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CO. | 2.45% | 3.82% | 2.45% |
| 2 | JOHNSON & JOHNSON | 1.71% | 2.51% | 1.71% |
| 3 | CISCO SYSTEMS, INC. | 1.30% | 1.86% | 1.30% |
| 4 | ABBVIE INC. | 1.15% | 1.80% | 1.15% |
| 5 | UNITEDHEALTH GROUP INCORPORATED | 1.05% | 1.52% | 1.05% |
| 6 | BANK OF AMERICA CORPORATION | 0.98% | 1.66% | 0.98% |
| 7 | THE PROCTER & GAMBLE COMPANY | 0.96% | 1.37% | 0.96% |
| 8 | MERCK & CO., INC. | 0.89% | 1.31% | 0.89% |
| 9 | CHEVRON CORPORATION | 0.86% | 1.48% | 0.86% |
| 10 | THE GOLDMAN SACHS GROUP, INC. | 0.82% | 1.13% | 0.82% |
| 11 | Philip Morris International Inc. | 0.79% | 1.21% | 0.79% |
| 12 | THE COCA-COLA COMPANY | 0.78% | 1.38% | 0.78% |
Only in IWD
480 total- AMAZON.COM, INC. 5.93%
- APPLE INC. 5.37%
- MICROSOFT CORPORATION 3.88%
- BERKSHIRE HATHAWAY INC. 2.61%
- INTEL CORPORATION 1.72%
- EXXON MOBIL CORPORATION 1.59%
- WALMART INC. 1.27%
- COSTCO WHOLESALE CORPORATION 0.65%
- META PLATFORMS, INC. 0.63%
- THERMO FISHER SCIENTIFIC INCORPORATED 0.52%
Only in VYM
214 total- Broadcom Inc 7.35%
- ExxonMobil Holdings Corp 2.63%
- Caterpillar Inc 1.50%
- Texas Instruments Inc 1.02%
- Oracle Corp 0.90%
- Lockheed Martin Corp 0.48%
- TE Connectivity PLC 0.24%
- NXP Semiconductors NV 0.24%
- Targa Resources Corp 0.23%
- Microchip Technology Inc 0.16%
Related comparisons
More comparisons with IWD
- IWD vs DGRO · iShares Core Dividend Growth ETF 50.7%
- IWD vs ESGV · Vanguard ESG U.S. Stock ETF 50.4%
- IWD vs MGC · Vanguard Morningstar Mega Cap ETF 49.8%
- IWD vs DFLV · Dimensional US Large Cap Value ETF 49.6%
- IWD vs MGV · Vanguard Morningstar Mega Cap Value ETF 49.0%
- IWD vs ESGU · iShares ESG Aware MSCI USA ETF 48.9%
More comparisons with VYM
- VYM vs DFLV · Dimensional US Large Cap Value ETF 49.2%
- VYM vs FNDX · Schwab Fundamental U.S. Large Company ETF 47.3%
- VYM vs DFAC · U.S. Core Equity 2 Portfolio-ETF Class Shares 37.6%
- VYM vs RSP · Invesco S&P 500 Equal Weight ETF 37.2%
- VYM vs DFAU · Dimensional US Core Equity Market ETF 36.6%
- VYM vs AVUS · Avantis US Equity ETF 35.5%
Percentages are holdings overlap with the named fund.
Open IWD or VYM 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.