ETF comparison
IWD vs VTWO
US Value vs US Small Cap.
iShares Russell 1000 Value ETF · Vanguard Russell 2000 Index Fund ETF Shares
Holdings overlap
1 positions appear in both funds. Buying equal dollars of IWD and VTWO would leave roughly 0.0% 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
VTWO is 12 bps cheaper than IWD. On a $100,000 position that's about $120/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 IWD vs VTWO.
Top shared holdings
1 shared in total| # | Holding | In IWD | In VTWO | Overlap |
|---|---|---|---|---|
| 1 | LIBERTY CAPITAL CORPORATION | 0.00% | 0.03% | 0.00% |
Only in IWD
869 total- AMAZON.COM, INC. 5.93%
- APPLE INC. 5.37%
- MICROSOFT CORPORATION 3.88%
- BERKSHIRE HATHAWAY INC. 2.61%
- JPMORGAN CHASE & CO. 2.45%
- INTEL CORPORATION 1.72%
- JOHNSON & JOHNSON 1.71%
- EXXON MOBIL CORPORATION 1.59%
- CISCO SYSTEMS, INC. 1.30%
- WALMART INC. 1.27%
Only in VTWO
1,990 total- JFrog Ltd 0.35%
- Moog Inc 0.34%
- UMB Financial Corp 0.33%
- Glaukos Corp 0.33%
- Brinker International Inc 0.32%
- BrightSpring Health Services Inc 0.30%
- Krystal Biotech Inc 0.30%
- Cytokinetics Inc 0.30%
- Protagonist Therapeutics Inc 0.29%
- Twist Bioscience Corp 0.29%
Related comparisons
More comparisons with IWD
- IWD vs VONV · Vanguard Russell 1000 Value Index Fund ETF Shares 92.7%
- IWD vs IUSV · iShares Core S&P U.S. Value ETF 73.3%
- IWD vs IWX · iShares Russell Top 200 Value ETF 71.3%
- IWD vs SPYV · State Street SPDR Portfolio S&P 500 Value ETF 70.0%
- IWD vs IVE · iShares S&P 500 Value ETF 70.0%
- IWD vs VOOV · Vanguard S&P 500 Value Index Fund ETF Shares 68.1%
More comparisons with VTWO
Percentages are holdings overlap with the named fund.
Open IWD or VTWO 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.