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ETF comparison

IWV vs SUSA

Both US Total Market.

iShares Russell 3000 ETF · iShares ESG Optimized MSCI USA ETF

Holdings overlap

Weighted by ISIN/CUSIP
52.9 %

190 positions appear in both funds. Buying equal dollars of IWV and SUSA would leave roughly 52.9% of each dollar exposed to the same underlying securities.

IWV unmatched 47.0% Shared 52.9% SUSA unmatched 47.0%

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 IWV only
2,400 positions
Shared
190 positions
In SUSA only
3 positions

Side by side

IWV

iShares Russell 3000 ETF

iShares · US Total Market

85 composite / 100
Expense ratio
0.20%
Net assets
$20.28B
TTM yield
0.88%
Top-10 conc.
32.0%
SUSA

iShares ESG Optimized MSCI USA ETF

iShares · US Total Market

79 composite / 100
Expense ratio
0.25%
Net assets
$4.04B
TTM yield
0.83%
Top-10 conc.
33.2%

Sub-score comparison

80
Cost
75
89
Tax efficiency
89
100
Liquidity
83
69
Concentration
67
—
Tracking quality
—
IWV sub-score SUSA

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

Cost difference

IWV is 5 bps cheaper than SUSA. On a $100,000 position that's about $50/yr more in fees for SUSA.

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 IWV vs SUSA.

Top shared holdings

190 shared in total
# Holding In IWV In SUSA Overlap
1 NVIDIA CORP 6.43% 7.35% 6.43%
2 APPLE INC 5.76% 6.67% 5.76%
3 MICROSOFT CORP 3.82% 4.86% 3.82%
4 ALPHABET INC 2.87% 2.59% 2.59%
5 BROADCOM INC 2.42% 2.73% 2.42%
6 ALPHABET INC 2.31% 3.42% 2.31%
7 MICRON TECHNOLOGY INC 1.79% 1.38% 1.38%
8 TESLA INC 1.69% 1.36% 1.36%
9 ELI LILLY & COMPANY 1.32% 1.41% 1.32%
10 ADVANCED MICRO DEVICES INC 1.30% 1.33% 1.30%
11 APPLIED MATERIALS INC 0.79% 1.15% 0.79%
12 VISA INC 0.78% 1.10% 0.78%

Only in IWV

2,400 total
  • AMAZON.COM INC 3.19%
  • META PLATFORMS INC 1.71%
  • BERKSHIRE HATHAWAY INC 1.28%
  • JP MORGAN CHASE & COMPANY 1.21%
  • JOHNSON & JOHNSON 0.84%
  • EXXONMOBIL HOLDINGS CORP 0.78%
  • WALMART INC 0.68%
  • ABBVIE INC 0.61%
  • BANK OF AMERICA CORP 0.52%
  • UNITEDHEALTH GROUP INC 0.52%

Only in SUSA

3 total
  • MercadoLibre, Inc. 0.31%
  • SEAGATE TECHNOLOGY HOLDINGS PUBLIC LIMITED COMPANY 0.27%
  • NXP Semiconductors N.V. 0.19%

Percentages are holdings overlap with the named fund.

Open IWV or SUSA 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.