ETF comparison
IWD vs SPHB
US Value vs US Large Cap.
iShares Russell 1000 Value ETF · Invesco S&P 500 High Beta ETF
Holdings overlap
58 positions appear in both funds. Buying equal dollars of IWD and SPHB would leave roughly 11.1% 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 7 bps cheaper than SPHB. On a $100,000 position that's about $70/yr more in fees for SPHB.
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 IWD vs SPHB.
Top shared holdings
58 shared in total| # | Holding | In IWD | In SPHB | Overlap |
|---|---|---|---|---|
| 1 | INTEL CORPORATION | 1.72% | 1.30% | 1.30% |
| 2 | THE GOLDMAN SACHS GROUP, INC. | 0.82% | 0.83% | 0.82% |
| 3 | AMAZON.COM, INC. | 5.93% | 0.78% | 0.78% |
| 4 | MORGAN STANLEY | 0.66% | 0.72% | 0.66% |
| 5 | META PLATFORMS, INC. | 0.63% | 0.73% | 0.63% |
| 6 | CITIGROUP INC. | 0.56% | 0.69% | 0.56% |
| 7 | QUALCOMM INCORPORATED | 0.55% | 1.08% | 0.55% |
| 8 | ANALOG DEVICES, INC. | 0.50% | 0.79% | 0.50% |
| 9 | EATON CORPORATION PUBLIC LIMITED COMPANY | 0.39% | 0.78% | 0.39% |
| 10 | CAPITAL ONE FINANCIAL CORPORATION | 0.35% | 0.68% | 0.35% |
| 11 | DELL TECHNOLOGIES INC. | 0.32% | 1.01% | 0.32% |
| 12 | NEWMONT CORPORATION | 0.28% | 0.87% | 0.28% |
Only in IWD
812 total- APPLE INC. 5.37%
- MICROSOFT CORPORATION 3.88%
- BERKSHIRE HATHAWAY INC. 2.61%
- JPMORGAN CHASE & CO. 2.45%
- JOHNSON & JOHNSON 1.71%
- EXXON MOBIL CORPORATION 1.59%
- CISCO SYSTEMS, INC. 1.30%
- WALMART INC. 1.27%
- ABBVIE INC. 1.15%
- UNITEDHEALTH GROUP INCORPORATED 1.05%
Only in SPHB
43 total- Sandisk Corp. 2.65%
- Micron Technology, Inc. 1.88%
- Advanced Micro Devices, Inc. 1.62%
- Western Digital Corp. 1.57%
- Lam Research Corp. 1.56%
- Marvell Technology, Inc. 1.55%
- Lumentum Holdings Inc. 1.50%
- Teradyne, Inc. 1.48%
- Tesla, Inc. 1.32%
- Vertiv Holdings Co. 1.26%
Related comparisons
More comparisons with IWD
- IWD vs SCHM · Schwab U.S. Mid-Cap ETF 10.4%
- IWD vs VBR · Vanguard Morningstar Small-Cap Value ETF 10.0%
- IWD vs SPYD · State Street SPDR Portfolio S&P 500 High Dividend ETF 9.5%
- IWD vs FDL · First Trust Morningstar Dividend Leaders Index Fund 9.4%
- IWD vs AVMV · Avantis U.S. Mid Cap Value ETF 9.4%
- IWD vs BBMC · JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 9.0%
More comparisons with SPHB
- SPHB vs DGRO · iShares Core Dividend Growth ETF 9.0%
- SPHB vs VB · Vanguard Morningstar Small-Cap ETF 5.2%
- SPHB vs DIA · State Street SPDR Dow Jones Industrial Average ETF Trust 3.4%
- SPHB vs SCHD · Schwab U.S. Dividend Equity ETF 3.4%
- SPHB vs IJH · iShares Core S&P Mid-Cap ETF 0.0%
- SPHB vs IJR · iShares Core S&P Small-Cap ETF 0.0%
Percentages are holdings overlap with the named fund.
Open IWD or SPHB 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.