ETF comparison
IWX vs RPV
Both US Value.
iShares Russell Top 200 Value ETF · Invesco S&P 500 Pure Value ETF
Holdings overlap
26 positions appear in both funds. Buying equal dollars of IWX and RPV would leave roughly 9.7% 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 15 bps cheaper than RPV. On a $100,000 position that's about $150/yr more in fees for RPV.
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 RPV.
Top shared holdings
26 shared in total| # | Holding | In IWX | In RPV | Overlap |
|---|---|---|---|---|
| 1 | CITIGROUP INC | 0.79% | 0.89% | 0.79% |
| 2 | UNITEDHEALTH GROUP INC | 1.47% | 0.67% | 0.67% |
| 3 | VERIZON COMMUNICATIONS INC | 0.70% | 0.63% | 0.63% |
| 4 | CHEVRON CORP | 1.21% | 0.59% | 0.59% |
| 5 | CVS HEALTH CORP | 0.52% | 2.07% | 0.52% |
| 6 | CONOCOPHILLIPS | 0.50% | 0.49% | 0.49% |
| 7 | CHUBB LTD (SWITZERLAND) | 0.47% | 0.47% | 0.47% |
| 8 | AT&T INC | 0.55% | 0.45% | 0.45% |
| 9 | BANK OF AMERICA CORP | 1.38% | 0.40% | 0.40% |
| 10 | PNC FINANCIAL SERVICES GROUP INC (THE) | 0.39% | 0.47% | 0.39% |
| 11 | US BANCORP | 0.37% | 0.53% | 0.37% |
| 12 | PFIZER INC | 0.54% | 0.35% | 0.35% |
Only in IWX
125 total- AMAZON.COM INC 8.32%
- APPLE INC 7.53%
- MICROSOFT CORP 5.44%
- 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%
- WALMART INC 1.78%
Only in RPV
94 total- Centene Corp. 2.53%
- Archer-Daniels-Midland Co. 2.20%
- Humana Inc. 2.17%
- Bunge Global S.A. 2.09%
- Ford Motor Co. 2.02%
- Dow Inc. 1.89%
- Hewlett Packard Enterprise Co. 1.66%
- Phillips 66 1.61%
- Tyson Foods, Inc. 1.61%
- Smurfit Westrock PLC 1.57%
Related comparisons
More comparisons with IWX
More comparisons with RPV
- RPV vs DGRO · iShares Core Dividend Growth ETF 9.7%
- RPV vs SPY · State Street SPDR S&P 500 ETF Trust 9.5%
- RPV vs MGV · Vanguard Morningstar Mega Cap Value ETF 9.4%
- RPV vs SPYM · State Street SPDR Portfolio S&P 500 ETF 9.2%
- RPV vs IVV · iShares Core S&P 500 ETF 9.2%
- RPV vs VOO · Vanguard S&P 500 ETF 9.1%
Percentages are holdings overlap with the named fund.
Open IWX or RPV 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.