IWD
US ValueiShares Russell 1000 Value ETF
iShares · Tracks Russell 1000 Value Index · Inception May 22, 2000
Composite score
Based on a 0.18% expense ratio.
Based on $79.74B in net assets.
Top-10 holdings represent 19.3% of net assets.
US Value base · ETF wrapper · 1.42% TTM yield.
The composite is a weighted average of the four core sub-scores above (cost, tax efficiency, liquidity, concentration). Missing sub-scores fall back to the per-category median when the category has at least 50% data coverage, so funds without (e.g.) parsed N-PORT holdings aren't accidentally boosted by renormalization. Tracking quality is shown where computable but isn't currently part of the composite weighting. See methodology for formulas, the tracking-quality partial-coverage rationale, and the dimensions we deliberately don't score (methodology v0.5.1).
Use IWD in our tools
Tool · Cost
Compare IWD's fee against another fund
Compounds the 0.18% expense ratio against a peer over decades.
Tool · Overlap
Compare IWD's holdings with peers
Pairwise holdings heatmap, pre-loaded with similar US Value funds.
Tool · TLH
Find a tax-loss harvesting partner for IWD
Ranks every catalog fund by holdings overlap, flags wash-sale risk.
Tool · Placement
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Asset-location optimizer — places each fund in taxable / tax-deferred / Roth.
Top holdings
| # | Holding | Weight |
|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC. | 2.91% |
| 2 | JPMORGAN CHASE & CO. | 2.63% |
| 3 | EXXON MOBIL CORPORATION | 2.36% |
| 4 | ALPHABET INC. | 1.95% |
| 5 | JOHNSON & JOHNSON | 1.94% |
| 6 | AMAZON.COM, INC. | 1.81% |
| 7 | WALMART INC. | 1.60% |
| 8 | ALPHABET INC. | 1.59% |
| 9 | CHEVRON CORPORATION | 1.28% |
| 10 | MICRON TECHNOLOGY, INC. | 1.24% |
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