ETF comparison
ESGV vs IWD
US Total Market vs US Value.
Vanguard ESG U.S. Stock ETF · iShares Russell 1000 Value ETF
Holdings overlap
646 positions appear in both funds. Buying equal dollars of ESGV and IWD would leave roughly 51.5% 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
ESGV is 9 bps cheaper than IWD. On a $100,000 position that's about $90/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 ESGV vs IWD.
Top shared holdings
646 shared in total| # | Holding | In ESGV | In IWD | Overlap |
|---|---|---|---|---|
| 1 | Apple Inc | 7.66% | 5.37% | 5.37% |
| 2 | Amazon.com Inc | 4.21% | 5.93% | 4.21% |
| 3 | Microsoft Corp | 6.30% | 3.88% | 3.88% |
| 4 | JPMorgan Chase & Co | 1.59% | 2.45% | 1.59% |
| 5 | AbbVie Inc | 0.76% | 1.15% | 0.76% |
| 6 | Cisco Systems Inc | 0.73% | 1.30% | 0.73% |
| 7 | Bank of America Corp | 0.68% | 0.98% | 0.68% |
| 8 | Intel Corp | 0.68% | 1.72% | 0.68% |
| 9 | Costco Wholesale Corp | 0.70% | 0.65% | 0.65% |
| 10 | Meta Platforms Inc | 2.10% | 0.63% | 0.63% |
| 11 | Merck & Co Inc | 0.61% | 0.89% | 0.61% |
| 12 | UnitedHealth Group Inc | 0.59% | 1.05% | 0.59% |
Only in ESGV
578 total- NVIDIA Corp 8.61%
- Alphabet Inc 3.30%
- Broadcom Inc 2.88%
- Alphabet Inc 2.67%
- Micron Technology Inc 1.81%
- Tesla Inc 1.80%
- Eli Lilly & Co 1.54%
- Advanced Micro Devices Inc 1.28%
- Visa Inc 1.05%
- Mastercard Inc 0.80%
Only in IWD
224 total- BERKSHIRE HATHAWAY INC. 2.61%
- JOHNSON & JOHNSON 1.71%
- EXXON MOBIL CORPORATION 1.59%
- WALMART INC. 1.27%
- CHEVRON CORPORATION 0.86%
- Philip Morris International Inc. 0.79%
- INTERNATIONAL BUSINESS MACHINES CORPORATION 0.74%
- RTX CORPORATION 0.72%
- WELLS FARGO & COMPANY 0.71%
- NEXTERA ENERGY, INC. 0.51%
Related comparisons
More comparisons with ESGV
- ESGV vs VIG · Vanguard Dividend Appreciation Index Fund ETF Shares 36.1%
- ESGV vs DGRO · iShares Core Dividend Growth ETF 35.7%
- ESGV vs VTV · Vanguard Morningstar Value ETF 31.5%
- ESGV vs VYM · Vanguard High Dividend Yield Index Fund ETF Shares 28.3%
- ESGV vs VO · Vanguard Morningstar Mid-Cap ETF 13.9%
- ESGV vs VB · Vanguard Morningstar Small-Cap ETF 10.1%
More comparisons with IWD
- IWD vs VYM · Vanguard High Dividend Yield Index Fund ETF Shares 51.1%
- IWD vs DGRO · iShares Core Dividend Growth ETF 50.7%
- IWD vs DFLV · Dimensional US Large Cap Value ETF 49.6%
- IWD vs MGC · Vanguard Morningstar Mega Cap ETF 49.5%
- IWD vs ESGU · iShares ESG Aware MSCI USA ETF 48.8%
- IWD vs GSLC · Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 48.0%
Percentages are holdings overlap with the named fund.
Open ESGV 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.