ETF comparison
IWX vs VYM
US Value vs Dividend.
iShares Russell Top 200 Value ETF · Vanguard High Dividend Yield Index Fund ETF Shares
Holdings overlap
94 positions appear in both funds. Buying equal dollars of IWX and VYM would leave roughly 52.4% 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
VYM 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 VYM.
Top shared holdings
94 shared in total| # | Holding | In IWX | In VYM | Overlap |
|---|---|---|---|---|
| 1 | JP MORGAN CHASE & COMPANY | 3.44% | 3.82% | 3.44% |
| 2 | JOHNSON & JOHNSON | 2.40% | 2.51% | 2.40% |
| 3 | CISCO SYSTEMS INC | 1.82% | 1.86% | 1.82% |
| 4 | ABBVIE INC | 1.61% | 1.80% | 1.61% |
| 5 | UNITEDHEALTH GROUP INC | 1.47% | 1.52% | 1.47% |
| 6 | BANK OF AMERICA CORP | 1.38% | 1.66% | 1.38% |
| 7 | PROCTER & GAMBLE COMPANY (THE) | 1.34% | 1.37% | 1.34% |
| 8 | MERCK & COMPANY INC | 1.25% | 1.31% | 1.25% |
| 9 | CHEVRON CORP | 1.21% | 1.48% | 1.21% |
| 10 | GOLDMAN SACHS GROUP INC (THE) | 1.14% | 1.13% | 1.13% |
| 11 | PHILIP MORRIS INTERNATIONAL INC | 1.11% | 1.21% | 1.11% |
| 12 | COCA-COLA COMPANY (THE) | 1.10% | 1.38% | 1.10% |
Only in IWX
57 total- AMAZON.COM INC 8.32%
- APPLE INC 7.53%
- MICROSOFT CORP 5.44%
- BERKSHIRE HATHAWAY INC 3.66%
- INTEL CORP 2.40%
- EXXONMOBIL HOLDINGS CORP 2.23%
- WALMART INC 1.78%
- COSTCO WHOLESALE CORP 0.92%
- META PLATFORMS INC 0.88%
- THERMO FISHER SCIENTIFIC INC 0.73%
Only in VYM
510 total- Broadcom Inc 7.35%
- ExxonMobil Holdings Corp 2.63%
- Caterpillar Inc 1.50%
- Texas Instruments Inc 1.02%
- Oracle Corp 0.90%
- Lockheed Martin Corp 0.48%
- Marathon Petroleum Corp 0.38%
- Phillips 66 0.34%
- Royal Caribbean Cruises Ltd 0.32%
- Allstate Corp/The 0.27%
Related comparisons
More comparisons with IWX
- IWX vs DGRO · iShares Core Dividend Growth ETF 51.3%
- IWX vs PRF · Invesco RAFI US 1000 ETF 51.2%
- 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%
More comparisons with VYM
- VYM vs PRF · Invesco RAFI US 1000 ETF 51.7%
- VYM vs IWD · iShares Russell 1000 Value ETF 51.1%
- VYM vs DFLV · Dimensional US Large Cap Value ETF 49.2%
- VYM vs FNDX · Schwab Fundamental U.S. Large Company ETF 47.3%
- VYM vs DFAC · U.S. Core Equity 2 Portfolio-ETF Class Shares 37.6%
- VYM vs RSP · Invesco S&P 500 Equal Weight ETF 37.2%
Percentages are holdings overlap with the named fund.
Open IWX or VYM 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.