ETF comparison
IWX vs VOO
US Value vs US Large Cap.
Holdings overlap
147 positions appear in both funds. Buying equal dollars of IWX and VOO would leave roughly 48.3% 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
VOO is 17 bps cheaper than IWX. On a $100,000 position that's about $170/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 VOO.
Top shared holdings
147 shared in total| # | Holding | In IWX | In VOO | Overlap |
|---|---|---|---|---|
| 1 | APPLE INC | 7.53% | 6.59% | 6.59% |
| 2 | MICROSOFT CORP | 5.44% | 4.30% | 4.30% |
| 3 | AMAZON.COM INC | 8.32% | 3.62% | 3.62% |
| 4 | BERKSHIRE HATHAWAY INC | 3.66% | 1.42% | 1.42% |
| 5 | JP MORGAN CHASE & COMPANY | 3.44% | 1.26% | 1.26% |
| 6 | INTEL CORP | 2.40% | 1.02% | 1.02% |
| 7 | JOHNSON & JOHNSON | 2.40% | 0.95% | 0.95% |
| 8 | META PLATFORMS INC | 0.88% | 1.92% | 0.88% |
| 9 | EXXONMOBIL HOLDINGS CORP | 2.23% | 0.88% | 0.88% |
| 10 | WALMART INC | 1.78% | 0.77% | 0.77% |
| 11 | CISCO SYSTEMS INC | 1.82% | 0.72% | 0.72% |
| 12 | ABBVIE INC | 1.61% | 0.69% | 0.69% |
Only in IWX
4 total- STRATEGY INC 0.11%
- SOUTHERN COPPER CORP 0.05%
- SPACE EXPLORATION TECHNOLOGIES CORP 0.03%
- BROOKFIELD ASSET MANAGEMENT LTD 0.00%
Only in VOO
357 total- NVIDIA Corp 7.51%
- Alphabet Inc 3.25%
- Broadcom Inc 2.77%
- Alphabet Inc 2.59%
- Micron Technology Inc 2.02%
- Tesla Inc 1.84%
- Eli Lilly & Co 1.47%
- Advanced Micro Devices Inc 1.47%
- Applied Materials Inc 0.89%
- Visa Inc 0.87%
Related comparisons
More comparisons with IWX
- 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%
- IWX vs DFLV · Dimensional US Large Cap Value ETF 46.4%
- IWX vs SCHB · Schwab U.S. Broad Market ETF 44.2%
- IWX vs ITOT · iShares Core S&P Total U.S. Stock Market ETF 43.1%
More comparisons with VOO
- VOO vs JGRO · JPMorgan Active Growth ETF 46.8%
- VOO vs SCHV · Schwab U.S. Large-Cap Value ETF 45.7%
- VOO vs CGUS · Capital Group Core Equity ETF 43.9%
- VOO vs RSP · Invesco S&P 500 Equal Weight ETF 43.7%
- VOO vs VTV · Vanguard Morningstar Value ETF 43.4%
- VOO vs JQUA · JPMorgan U.S. Quality Factor ETF 43.0%
Percentages are holdings overlap with the named fund.
Open IWX or VOO 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.