ETF comparison
ESGU vs IWD
US Total Market vs US Value.
iShares ESG Aware MSCI USA ETF · iShares Russell 1000 Value ETF
Holdings overlap
210 positions appear in both funds. Buying equal dollars of ESGU and IWD would leave roughly 48.8% 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
ESGU is 3 bps cheaper than IWD. On a $100,000 position that's about $30/yr more in fees for IWD.
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 ESGU vs IWD.
Top shared holdings
210 shared in total| # | Holding | In ESGU | In IWD | Overlap |
|---|---|---|---|---|
| 1 | APPLE INC. | 6.90% | 5.37% | 5.37% |
| 2 | MICROSOFT CORPORATION | 5.41% | 3.88% | 3.88% |
| 3 | AMAZON.COM, INC. | 3.71% | 5.93% | 3.71% |
| 4 | JPMORGAN CHASE & CO. | 1.41% | 2.45% | 1.41% |
| 5 | JOHNSON & JOHNSON | 0.81% | 1.71% | 0.81% |
| 6 | ABBVIE INC. | 0.77% | 1.15% | 0.77% |
| 7 | CISCO SYSTEMS, INC. | 0.72% | 1.30% | 0.72% |
| 8 | COSTCO WHOLESALE CORPORATION | 0.65% | 0.65% | 0.65% |
| 9 | META PLATFORMS, INC. | 1.77% | 0.63% | 0.63% |
| 10 | INTEL CORPORATION | 0.60% | 1.72% | 0.60% |
| 11 | THE COCA-COLA COMPANY | 0.58% | 0.78% | 0.58% |
| 12 | THE GOLDMAN SACHS GROUP, INC. | 0.58% | 0.82% | 0.58% |
Only in ESGU
65 total- NVIDIA CORPORATION 7.70%
- ALPHABET INC. 3.28%
- BROADCOM INC. 2.52%
- ALPHABET INC. 2.00%
- MICRON TECHNOLOGY, INC. 1.60%
- TESLA, INC. 1.55%
- ELI LILLY AND COMPANY 1.39%
- ADVANCED MICRO DEVICES, INC. 1.18%
- VISA INC. 1.16%
- EXXONMOBIL HOLDINGS CORPORATION 0.78%
Only in IWD
660 total- EXXON MOBIL CORPORATION 1.59%
- WALMART INC. 1.27%
- Philip Morris International Inc. 0.79%
- CVS HEALTH CORPORATION 0.37%
- Altria Group, Inc. 0.34%
- Chubb Limited 0.34%
- THE SOUTHERN COMPANY 0.30%
- MEDTRONIC PUBLIC LIMITED COMPANY 0.28%
- DUKE ENERGY CORPORATION 0.28%
- THE TJX COMPANIES, INC. 0.26%
Related comparisons
More comparisons with ESGU
- ESGU vs VIG · Vanguard Dividend Appreciation Index Fund ETF Shares 41.7%
- ESGU vs DGRO · iShares Core Dividend Growth ETF 40.9%
- ESGU vs VTV · Vanguard Morningstar Value ETF 38.7%
- ESGU vs VYM · Vanguard High Dividend Yield Index Fund ETF Shares 33.3%
- ESGU vs VO · Vanguard Morningstar Mid-Cap ETF 18.9%
- ESGU vs SCHD · Schwab U.S. Dividend Equity ETF 7.7%
More comparisons with IWD
- IWD vs GSLC · Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 48.0%
- IWD vs OEF · iShares S&P 100 ETF 47.7%
- IWD vs MGV · Vanguard Morningstar Mega Cap Value ETF 47.3%
- IWD vs OMFL · Invesco Russell 1000 Dynamic Multifactor ETF 45.9%
- IWD vs VIG · Vanguard Dividend Appreciation Index Fund ETF Shares 45.2%
- IWD vs RSP · Invesco S&P 500 Equal Weight ETF 45.2%
Percentages are holdings overlap with the named fund.
Open ESGU 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.