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ETF comparison

IWF vs IWX

US Large Cap Growth vs US Value.

iShares Russell 1000 Growth ETF · iShares Russell Top 200 Value ETF

Holdings overlap

Weighted by ISIN/CUSIP
16.7 %

52 positions appear in both funds. Buying equal dollars of IWF and IWX would leave roughly 16.7% of each dollar exposed to the same underlying securities.

IWF unmatched 83.2% Shared 16.7% IWX unmatched 83.2%

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.

In IWF only
316 positions
Shared
52 positions
In IWX only
99 positions

Side by side

IWF

iShares Russell 1000 Growth ETF

iShares · US Large Cap Growth

81 composite / 100
Expense ratio
0.18%
Net assets
$127.74B
TTM yield
0.36%
Top-10 conc.
54.3%
IWX

iShares Russell Top 200 Value ETF

iShares · US Value

79 composite / 100
Expense ratio
0.20%
Net assets
$3.67B
TTM yield
1.36%
Top-10 conc.
39.0%

Sub-score comparison

82
Cost
80
90
Tax efficiency
88
100
Liquidity
81
37
Concentration
59
—
Tracking quality
—
IWF sub-score IWX

Tracking quality isn't part of the composite — see what we don't score for why.

Cost difference

IWF is 2 bps cheaper than IWX. On a $100,000 position that's about $20/yr more in fees for IWX.

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 IWF vs IWX.

Top shared holdings

52 shared in total
# Holding In IWF In IWX Overlap
1 APPLE INC. 6.72% 7.53% 6.72%
2 MICROSOFT CORPORATION 4.11% 5.44% 4.11%
3 META PLATFORMS, INC. 3.00% 0.88% 0.88%
4 AMAZON.COM, INC. 0.57% 8.32% 0.57%
5 COSTCO WHOLESALE CORPORATION 0.54% 0.92% 0.54%
6 THE HOME DEPOT, INC. 0.77% 0.36% 0.36%
7 THE BOEING COMPANY 0.32% 0.23% 0.23%
8 THE TJX COMPANIES, INC. 0.23% 0.36% 0.23%
9 AMGEN INC. 0.41% 0.22% 0.22%
10 STARBUCKS CORPORATION 0.19% 0.21% 0.19%
11 AMERICAN EXPRESS COMPANY 0.15% 0.50% 0.15%
12 CUMMINS INC. 0.13% 0.21% 0.13%

Only in IWF

316 total
  • NVIDIA CORPORATION 13.83%
  • ALPHABET INC. 6.17%
  • BROADCOM INC. 5.21%
  • ALPHABET INC. 4.98%
  • MICRON TECHNOLOGY, INC. 3.86%
  • TESLA, INC. 3.64%
  • ELI LILLY AND COMPANY 2.84%
  • ADVANCED MICRO DEVICES, INC. 2.80%
  • APPLIED MATERIALS, INC. 1.70%
  • VISA INC. 1.68%

Only in IWX

99 total
  • BERKSHIRE HATHAWAY INC 3.66%
  • JP MORGAN CHASE & COMPANY 3.44%
  • INTEL CORP 2.40%
  • JOHNSON & JOHNSON 2.40%
  • EXXONMOBIL HOLDINGS CORP 2.23%
  • CISCO SYSTEMS INC 1.82%
  • UNITEDHEALTH GROUP INC 1.47%
  • PROCTER & GAMBLE COMPANY (THE) 1.34%
  • MERCK & COMPANY INC 1.25%
  • CHEVRON CORP 1.21%

Percentages are holdings overlap with the named fund.

Open IWF or IWX 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.