ETF comparison
IWX vs VIG
US Value vs Dividend.
iShares Russell Top 200 Value ETF · Vanguard Dividend Appreciation Index Fund ETF Shares
Holdings overlap
71 positions appear in both funds. Buying equal dollars of IWX and VIG would leave roughly 50.0% 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
VIG is 16 bps cheaper than IWX. On a $100,000 position that's about $160/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 IWX vs VIG.
Top shared holdings
71 shared in total| # | Holding | In IWX | In VIG | Overlap |
|---|---|---|---|---|
| 1 | APPLE INC | 7.53% | 4.45% | 4.45% |
| 2 | MICROSOFT CORP | 5.44% | 4.34% | 4.34% |
| 3 | JP MORGAN CHASE & COMPANY | 3.44% | 4.07% | 3.44% |
| 4 | JOHNSON & JOHNSON | 2.40% | 2.67% | 2.40% |
| 5 | CISCO SYSTEMS INC | 1.82% | 1.98% | 1.82% |
| 6 | WALMART INC | 1.78% | 2.11% | 1.78% |
| 7 | ABBVIE INC | 1.61% | 1.92% | 1.61% |
| 8 | UNITEDHEALTH GROUP INC | 1.47% | 1.63% | 1.47% |
| 9 | BANK OF AMERICA CORP | 1.38% | 1.75% | 1.38% |
| 10 | PROCTER & GAMBLE COMPANY (THE) | 1.34% | 1.45% | 1.34% |
| 11 | MERCK & COMPANY INC | 1.25% | 1.39% | 1.25% |
| 12 | GOLDMAN SACHS GROUP INC (THE) | 1.14% | 1.24% | 1.14% |
Only in IWX
80 total- AMAZON.COM INC 8.32%
- BERKSHIRE HATHAWAY INC 3.66%
- INTEL CORP 2.40%
- EXXONMOBIL HOLDINGS CORP 2.23%
- CHEVRON CORP 1.21%
- PHILIP MORRIS INTERNATIONAL INC 1.11%
- RTX CORP 1.00%
- WELLS FARGO & COMPANY 0.99%
- META PLATFORMS INC 0.88%
- CITIGROUP INC 0.79%
Only in VIG
262 total- Broadcom Inc 4.63%
- Eli Lilly & Co 3.93%
- ExxonMobil Holdings Corp 2.78%
- Visa Inc 2.45%
- Mastercard Inc 2.00%
- Caterpillar Inc 1.62%
- Lam Research Corp 1.58%
- Texas Instruments Inc 1.08%
- KLA Corp 1.03%
- Oracle Corp 0.95%
Related comparisons
More comparisons with IWX
- 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%
- IWX vs DFUV · Dimensional US Marketwide Value ETF 46.5%
More comparisons with VIG
- VIG vs DTD · WisdomTree U.S. Total Dividend Fund 49.7%
- VIG vs VTV · Vanguard Morningstar Value ETF 48.3%
- VIG vs SPYV · State Street SPDR Portfolio S&P 500 Value ETF 46.7%
- VIG vs IVE · iShares S&P 500 Value ETF 46.6%
- VIG vs DGRW · WisdomTree U.S. Quality Dividend Growth Fund 46.3%
- VIG vs IUSV · iShares Core S&P U.S. Value ETF 45.7%
Percentages are holdings overlap with the named fund.
Open IWX or VIG 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.