ETF comparison
IWXvsVTV
Both US Value.
iShares Russell Top 200 Value ETF · Vanguard Morningstar Value ETF
Holdings overlap
127 positions appear in both funds. Buying equal dollars of IWX and VTV would leave roughly66.1%of each dollar exposed to the same underlying securities.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — seewhat we don't scorefor why.
Cost difference
VTV 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 thecost calculator pre-filled with IWX vs VTV.
Top shared holdings
127 shared in total| # | Holding | In IWX | In VTV | Overlap |
|---|---|---|---|---|
| 1 | JP MORGAN CHASE & COMPANY | 3.44% | 3.06% | 3.06% |
| 2 | BERKSHIRE HATHAWAY INC | 3.66% | 2.95% | 2.95% |
| 3 | JOHNSON & JOHNSON | 2.40% | 2.29% | 2.29% |
| 4 | EXXONMOBIL HOLDINGS CORP | 2.23% | 2.12% | 2.12% |
| 5 | WALMART INC | 1.78% | 1.86% | 1.78% |
| 6 | ABBVIE INC | 1.61% | 1.66% | 1.61% |
| 7 | CISCO SYSTEMS INC | 1.82% | 1.56% | 1.56% |
| 8 | UNITEDHEALTH GROUP INC | 1.47% | 1.41% | 1.41% |
| 9 | BANK OF AMERICA CORP | 1.38% | 1.36% | 1.36% |
| 10 | PROCTER & GAMBLE COMPANY (THE) | 1.34% | 1.28% | 1.28% |
| 11 | MERCK & COMPANY INC | 1.25% | 1.19% | 1.19% |
| 12 | CHEVRON CORP | 1.21% | 1.17% | 1.17% |
Only in IWX
24 total- AMAZON.COM INC8.32%
- APPLE INC7.53%
- MICROSOFT CORP5.44%
- COSTCO WHOLESALE CORP0.92%
- META PLATFORMS INC0.88%
- MCDONALD'S CORP0.75%
- WELLTOWER INC0.63%
- VERTEX PHARMACEUTICALS INC0.50%
- EQUINIX INC0.40%
- TJX COMPANIES INC (THE)0.36%
Only in VTV
181 total- Micron Technology Inc4.87%
- Caterpillar Inc1.83%
- General Electric Co0.73%
- Berkshire Hathaway Inc0.52%
- Texas Instruments Inc0.51%
- Lockheed Martin Corp0.44%
- Trane Technologies PLC0.41%
- Corning Inc0.37%
- Marathon Petroleum Corp0.28%
- United Rentals Inc0.27%
Open IWX or VTV 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 methodologyand 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.