ETF comparison
CGUS vs IWD
US Large Cap vs US Value.
Capital Group Core Equity ETF · iShares Russell 1000 Value ETF
Holdings overlap
42 positions appear in both funds. Buying equal dollars of CGUS and IWD would leave roughly 26.5% 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
IWD is 15 bps cheaper than CGUS. On a $100,000 position that's about $150/yr more in fees for CGUS.
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 CGUS vs IWD.
Top shared holdings
42 shared in total| # | Holding | In CGUS | In IWD | Overlap |
|---|---|---|---|---|
| 1 | Amazon.com Inc | 4.88% | 5.93% | 4.88% |
| 2 | Microsoft Corp | 7.05% | 3.88% | 3.88% |
| 3 | Apple Inc | 2.39% | 5.37% | 2.39% |
| 4 | JPMorgan Chase & Co | 1.86% | 2.45% | 1.86% |
| 5 | Cisco Systems Inc | 1.84% | 1.30% | 1.30% |
| 6 | Philip Morris International Inc | 0.92% | 0.79% | 0.79% |
| 7 | UnitedHealth Group Inc | 0.76% | 1.05% | 0.76% |
| 8 | RTX Corp | 2.06% | 0.72% | 0.72% |
| 9 | Wells Fargo & Co | 1.36% | 0.71% | 0.71% |
| 10 | Linde PLC | 1.51% | 0.67% | 0.67% |
| 11 | AbbVie Inc | 0.64% | 1.15% | 0.64% |
| 12 | Meta Platforms Inc | 3.54% | 0.63% | 0.63% |
Only in CGUS
25 total- NVIDIA Corp 7.43%
- Broadcom Inc 5.46%
- Eli Lilly & Co 3.71%
- Alphabet Inc 3.09%
- Taiwan Semiconductor Manufacturing Co Ltd 2.49%
- Applied Materials Inc 2.15%
- Alphabet Inc 1.85%
- Mastercard Inc 1.75%
- British American Tobacco PLC 1.69%
- Canadian Natural Resources Ltd 1.40%
Only in IWD
828 total- BERKSHIRE HATHAWAY INC. 2.61%
- JOHNSON & JOHNSON 1.71%
- EXXON MOBIL CORPORATION 1.59%
- WALMART INC. 1.27%
- BANK OF AMERICA CORPORATION 0.98%
- THE PROCTER & GAMBLE COMPANY 0.96%
- MERCK & CO., INC. 0.89%
- CHEVRON CORPORATION 0.86%
- THE COCA-COLA COMPANY 0.78%
- INTERNATIONAL BUSINESS MACHINES CORPORATION 0.74%
Related comparisons
More comparisons with CGUS
- CGUS vs DIA · State Street SPDR Dow Jones Industrial Average ETF Trust 23.6%
- CGUS vs VYM · Vanguard High Dividend Yield Index Fund ETF Shares 23.2%
- CGUS vs VTV · Vanguard Morningstar Value ETF 18.0%
- CGUS vs SPHB · Invesco S&P 500 High Beta ETF 12.9%
- CGUS vs RSP · Invesco S&P 500 Equal Weight ETF 11.1%
- CGUS vs VO · Vanguard Morningstar Mid-Cap ETF 5.1%
More comparisons with IWD
- IWD vs ACWV · iShares MSCI Global Min Vol Factor ETF 24.5%
- IWD vs DUHP · DFA U.S. High Relative Profitability Portfolio – ETF Class Shares 24.2%
- IWD vs CGDV · Capital Group Dividend Value ETF 23.9%
- IWD vs TCAF · T. Rowe Price Capital Appreciation Equity ETF 23.6%
- IWD vs FBCG · Fidelity Blue Chip Growth ETF 23.4%
- IWD vs VUG · Vanguard Morningstar Growth ETF 22.4%
Percentages are holdings overlap with the named fund.
Open CGUS or IWD 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.