ETF comparison
IWX vs VTV
Both US Value.
iShares Russell Top 200 Value ETF · Vanguard Value Index Fund ETF Shares
Holdings overlap
126 positions appear in both funds. Buying equal dollars of IWX and VTV would leave roughly 70.1% of each dollar exposed to the same underlying securities.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — see what we don't score for why.
Cost difference
VTV is 17 bps cheaper than IWX. On a $100,000 position that's about $170/yr more in fees for IWX.
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 IWX vs VTV.
Top shared holdings
126 shared in total| # | Holding | In IWX | In VTV | Overlap |
|---|---|---|---|---|
| 1 | Berkshire Hathaway Inc. | 4.30% | 3.06% | 3.06% |
| 2 | JPMorgan Chase & Co. | 3.89% | 3.03% | 3.03% |
| 3 | Exxon Mobil Corp. | 3.49% | 2.90% | 2.90% |
| 4 | Johnson & Johnson | 2.86% | 2.41% | 2.41% |
| 5 | Walmart Inc | 2.37% | 2.23% | 2.23% |
| 6 | CHEVRON CORP | 1.88% | 1.61% | 1.61% |
| 7 | Micron Technology Inc. | 1.84% | 1.56% | 1.56% |
| 8 | The Procter & Gamble Co. | 1.65% | 1.38% | 1.38% |
| 9 | Caterpillar Inc | 1.40% | 1.35% | 1.35% |
| 10 | Bank of America Corp. | 1.43% | 1.23% | 1.23% |
| 11 | Merck & Co., Inc | 1.45% | 1.22% | 1.22% |
| 12 | Cisco Systems, Inc. | 1.50% | 1.13% | 1.13% |
Only in IWX
28 total- Alphabet Inc. 2.88%
- Amazon.com, Inc. 2.67%
- Alphabet Inc. 2.34%
- Meta Platforms Inc 1.08%
- McDonald's Corp. 1.02%
- Advanced Micro Devices Inc. 0.66%
- Welltower Inc. 0.66%
- Boeing Co. 0.63%
- Equinix, Inc. 0.47%
- The TJX Companies Inc. 0.43%
Only in VTV
185 total- AbbVie Inc 1.58%
- General Electric Co 0.58%
- Berkshire Hathaway Inc 0.56%
- Corning Inc 0.43%
- Waste Management Inc 0.38%
- Trane Technologies PLC 0.38%
- Bank of New York Mellon Corp/The 0.33%
- American Tower Corp 0.33%
- Cummins Inc 0.30%
- Valero Energy Corp 0.30%
Open IWX or VTV 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.