IVVUS equity
iShares Core S&P 500 ETF
508holdings
0.03%annual fee
USmarket
Valuation491 companies covered
26.8×P / E97% by weight
5.40×P / B85% by weight
3.7%Earnings yield
ETF comparisons / IVV vs IWD
US equity comparison · IVV 2026-09-11 · IWD 2026-09-10
IVV vs IWD
iShares Core S&P 500 ETF compared with iShares Russell 1000 Value ETF
The funds share a substantial core but differ outside it.IVV has 83 companies outside the overlap; IWD has 391.
Do IVV and IWD overlap?
IVV and IWD overlap by 59.5% by weight, across 420 shared companies.
IWDUS value
iShares Russell 1000 Value ETF
869holdings
0.18%annual fee
USmarket
Valuation788 companies covered
22.8×P / E96% by weight
3.35×P / B89% by weight
4.4%Earnings yield
Price development
Both lines rebased to 0% over their shared dates
Largest shared positions
420 companies held in both funds
IVV weight
IWD weight
| Shared company | IVV | IWD |
|---|---|---|
| Apple Inc AAPL | 7.39% | 5.83% |
| Microsoft Corp MSFT | 5.57% | 4.93% |
| AMAZON.COM INC AMZN | 3.80% | 6.04% |
| JPMorgan Chase & Co JPM | 1.44% | 2.54% |
| BERKSHIRE HATHAWAY INC. BRK/B | 1.42% | 2.54% |
| ExxonMobil Holdings Corporation 2670549D | 1.04% | 1.85% |
| JOHNSON & JOHNSON JNJ | 0.97% | 1.73% |
| Intel Corp INTC | 0.77% | 1.23% |
| WALMART INC. WMT | 0.71% | 1.14% |
| META PLATFORMS INC-CLASS A META | 2.15% | 0.69% |
| AbbVie Inc ABBV | 0.69% | 1.12% |
| CISCO SYSTEMS, INC. CSCO | 0.67% | 1.14% |
| Bank of America Corp BAC | 0.62% | 1.04% |
| Costco Wholesale Corp COST | 0.61% | 0.61% |
| Chevron Corp CVX | 0.61% | 1.06% |
| Merck & Co Inc MRK | 0.54% | 0.96% |
| UnitedHealth Group Inc UNH | 0.52% | 0.94% |
| THE COCA-COLA COMPANY KO | 0.52% | 0.81% |
| THE PROCTER & GAMBLE COMPANY PG | 0.51% | 0.90% |
| THE GOLDMAN SACHS GROUP, INC. GS | 0.46% | 0.79% |
| Philip Morris International Inc PM | 0.45% | 0.80% |
| Wells Fargo & Co WFC | 0.42% | 0.74% |
| RTX Corp RTX | 0.40% | 0.72% |
| MORGAN STANLEY MS | 0.39% | 0.64% |
| CITIGROUP INC. C | 0.36% | 0.54% |
IVV and IWD questions
Based on the holdings compared above
How much do IVV and IWD overlap?
IVV and IWD overlap by 59.5% by weight, across 420 shared companies.
Which companies do IVV and IWD both hold?
The largest companies held in both funds are Apple Inc, Microsoft Corp, AMAZON.COM INC, JPMorgan Chase & Co, BERKSHIRE HATHAWAY INC..
Can I hold both IVV and IWD?
Holding both means 59.5% of that part of your portfolio is the same companies counted twice. That can suit you or not depending on your goals; this tool reports the overlap rather than giving advice.
Is IVV or IWD cheaper?
IVV has a 0.03% expense ratio and IWD has 0.18%.
How do IVV and IWD compare on valuation?
IVV has a weighted P/E of 26.8 and IWD has a weighted P/E of 22.8.
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