ETF comparison
IWX vs PRF
Both US Value.
iShares Russell Top 200 Value ETF · Invesco RAFI US 1000 ETF
Holdings overlap
147 positions appear in both funds. Buying equal dollars of IWX and PRF would leave roughly 51.2% 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
IWX is 14 bps cheaper than PRF. On a $100,000 position that's about $140/yr more in fees for PRF.
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 IWX vs PRF.
Top shared holdings
147 shared in total| # | Holding | In IWX | In PRF | Overlap |
|---|---|---|---|---|
| 1 | APPLE INC | 7.53% | 4.34% | 4.34% |
| 2 | MICROSOFT CORP | 5.44% | 2.63% | 2.63% |
| 3 | AMAZON.COM INC | 8.32% | 2.34% | 2.34% |
| 4 | BERKSHIRE HATHAWAY INC | 3.66% | 1.82% | 1.82% |
| 5 | INTEL CORP | 2.40% | 1.78% | 1.78% |
| 6 | JP MORGAN CHASE & COMPANY | 3.44% | 1.71% | 1.71% |
| 7 | UNITEDHEALTH GROUP INC | 1.47% | 1.33% | 1.33% |
| 8 | BANK OF AMERICA CORP | 1.38% | 1.27% | 1.27% |
| 9 | CHEVRON CORP | 1.21% | 1.30% | 1.21% |
| 10 | JOHNSON & JOHNSON | 2.40% | 1.13% | 1.13% |
| 11 | META PLATFORMS INC | 0.88% | 1.38% | 0.88% |
| 12 | CISCO SYSTEMS INC | 1.82% | 0.85% | 0.85% |
Only in IWX
4 total- EXXONMOBIL HOLDINGS CORP 2.23%
- INTERACTIVE BROKERS GROUP INC 0.09%
- SPACE EXPLORATION TECHNOLOGIES CORP 0.03%
- BROOKFIELD ASSET MANAGEMENT LTD 0.00%
Only in PRF
853 total- Alphabet Inc. 3.66%
- ExxonMobil Holdings Corp. 1.86%
- Micron Technology, Inc. 0.88%
- NVIDIA Corp. 0.60%
- Broadcom Inc. 0.56%
- Ford Motor Co. 0.49%
- Marathon Petroleum Corp. 0.47%
- Applied Materials, Inc. 0.45%
- Advanced Micro Devices, Inc. 0.44%
- Caterpillar Inc. 0.43%
Related comparisons
More comparisons with IWX
- IWX vs VIG · Vanguard Dividend Appreciation Index Fund ETF Shares 50.0%
- IWX vs SPYM · State Street SPDR Portfolio S&P 500 ETF 48.5%
- IWX vs IVV · iShares Core S&P 500 ETF 48.4%
- IWX vs VOO · Vanguard S&P 500 ETF 48.3%
- IWX vs JAVA · JPMorgan Active Value ETF 47.9%
- IWX vs SPY · State Street SPDR S&P 500 ETF Trust 47.1%
More comparisons with PRF
- PRF vs DFLV · Dimensional US Large Cap Value ETF 49.3%
- PRF vs DGRO · iShares Core Dividend Growth ETF 47.7%
- PRF vs MGV · Vanguard Morningstar Mega Cap Value ETF 41.8%
- PRF vs VIG · Vanguard Dividend Appreciation Index Fund ETF Shares 40.6%
- PRF vs JAVA · JPMorgan Active Value ETF 40.4%
- PRF vs AVLV · Avantis US Large Cap Value ETF 31.6%
Percentages are holdings overlap with the named fund.
Open IWX or PRF 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.