ETF comparison
IWD vs XLG
US Value vs US Large Cap.
Holdings overlap
29 positions appear in both funds. Buying equal dollars of IWD and XLG would leave roughly 38.3% 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
IWD is 2 bps cheaper than XLG. On a $100,000 position that's about $20/yr more in fees for XLG.
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 XLG.
Top shared holdings
29 shared in total| # | Holding | In IWD | In XLG | Overlap |
|---|---|---|---|---|
| 1 | AMAZON.COM, INC. | 5.93% | 6.60% | 5.93% |
| 2 | APPLE INC. | 5.37% | 11.26% | 5.37% |
| 3 | MICROSOFT CORPORATION | 3.88% | 8.56% | 3.88% |
| 4 | JPMORGAN CHASE & CO. | 2.45% | 2.34% | 2.34% |
| 5 | BERKSHIRE HATHAWAY INC. | 2.61% | 2.33% | 2.33% |
| 6 | JOHNSON & JOHNSON | 1.71% | 1.53% | 1.53% |
| 7 | WALMART INC. | 1.27% | 1.21% | 1.21% |
| 8 | CISCO SYSTEMS, INC. | 1.30% | 1.14% | 1.14% |
| 9 | ABBVIE INC. | 1.15% | 1.10% | 1.10% |
| 10 | INTEL CORPORATION | 1.72% | 1.06% | 1.06% |
| 11 | BANK OF AMERICA CORPORATION | 0.98% | 1.00% | 0.98% |
| 12 | UNITEDHEALTH GROUP INCORPORATED | 1.05% | 0.93% | 0.93% |
Only in IWD
841 total- EXXON MOBIL CORPORATION 1.59%
- RTX CORPORATION 0.72%
- CITIGROUP INC. 0.56%
- THERMO FISHER SCIENTIFIC INCORPORATED 0.52%
- NEXTERA ENERGY, INC. 0.51%
- ANALOG DEVICES, INC. 0.50%
- THE WALT DISNEY COMPANY 0.48%
- WELLTOWER INC. 0.45%
- ABBOTT LABORATORIES 0.44%
- GILEAD SCIENCES, INC. 0.44%
Only in XLG
23 total- NVIDIA Corp. 12.06%
- Alphabet Inc. 5.18%
- Broadcom Inc. 4.57%
- Alphabet Inc. 4.18%
- Micron Technology, Inc. 2.30%
- Eli Lilly and Co. 2.25%
- Tesla, Inc. 2.17%
- Advanced Micro Devices, Inc. 1.93%
- ExxonMobil Holdings Corp. 1.60%
- Visa Inc. 1.51%
Related comparisons
More comparisons with IWD
- IWD vs DGRW · WisdomTree U.S. Quality Dividend Growth Fund 35.8%
- IWD vs OMFL · Invesco Russell 1000 Dynamic Multifactor ETF 35.1%
- IWD vs ONEQ · Fidelity Nasdaq Composite Index ETF 32.6%
- IWD vs JQUA · JPMorgan U.S. Quality Factor ETF 32.6%
- IWD vs IUSG · iShares Core S&P U.S. Growth ETF 32.1%
- IWD vs SUSA · iShares ESG Optimized MSCI USA ETF 31.5%
More comparisons with XLG
- XLG vs DIA · State Street SPDR Dow Jones Industrial Average ETF Trust 35.1%
- XLG vs DGRO · iShares Core Dividend Growth ETF 33.0%
- XLG vs VTV · Vanguard Morningstar Value ETF 26.5%
- XLG vs VYM · Vanguard High Dividend Yield Index Fund ETF Shares 26.2%
- XLG vs SPHB · Invesco S&P 500 High Beta ETF 16.8%
- XLG vs RSP · Invesco S&P 500 Equal Weight ETF 9.6%
Percentages are holdings overlap with the named fund.
Open IWD or XLG 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.