IVVUS equity
iShares Core S&P 500 ETF
509holdings
0.03%annual fee
USmarket
Valuation490 companies covered
26.8×P / E97% by weight
5.50×P / B86% by weight
3.7%Earnings yield
ETF comparisons / IVV vs IWD
US equity comparison · Holdings dated 2026-10-29
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 84 companies outside the overlap; IWD has 392.
Do IVV and IWD overlap?
IVV and IWD overlap by 60.2% by weight, across 419 shared companies.
IWDUS value
iShares Russell 1000 Value ETF
875holdings
0.18%annual fee
USmarket
Valuation780 companies covered
23.2×P / E96% by weight
3.41×P / B89% by weight
4.3%Earnings yield
Price development
Both lines rebased to 0% over their shared dates
Largest shared positions
419 companies held in both funds
IVV weight
IWD weight
| Shared company | IVV | IWD |
|---|---|---|
| Apple Inc AAPL | 7.65% | 6.05% |
| Microsoft Corp MSFT | 5.91% | 5.16% |
| AMAZON.COM INC AMZN | 3.60% | 5.68% |
| BERKSHIRE HATHAWAY INC. BRK/B | 1.52% | 2.64% |
| JPMorgan Chase & Co JPM | 1.37% | 2.41% |
| ExxonMobil Holdings Corporation 2670549D | 1.13% | 1.98% |
| JOHNSON & JOHNSON JNJ | 1.00% | 1.74% |
| WALMART INC. WMT | 0.81% | 1.27% |
| AbbVie Inc ABBV | 0.77% | 1.24% |
| Intel Corp INTC | 0.69% | 1.10% |
| Chevron Corp CVX | 0.69% | 1.12% |
| META PLATFORMS INC-CLASS A META | 2.07% | 0.65% |
| Costco Wholesale Corp COST | 0.66% | 0.65% |
| CISCO SYSTEMS, INC. CSCO | 0.64% | 1.12% |
| THE PROCTER & GAMBLE COMPANY PG | 0.56% | 0.98% |
| UnitedHealth Group Inc UNH | 0.55% | 0.97% |
| Merck & Co Inc MRK | 0.54% | 0.95% |
| THE COCA-COLA COMPANY KO | 0.54% | 0.84% |
| Bank of America Corp BAC | 0.50% | 0.81% |
| Philip Morris International Inc PM | 0.49% | 0.85% |
| THE GOLDMAN SACHS GROUP, INC. GS | 0.41% | 0.70% |
| RTX Corp RTX | 0.40% | 0.70% |
| Thermo Fisher Scientific Inc TMO | 0.39% | 0.69% |
| Wells Fargo & Co WFC | 0.39% | 0.67% |
| INTERNATIONAL BUSINESS MACHINES CORPORATION IBM | 0.37% | 0.64% |
IVV and IWD questions
Based on the holdings compared above
How much do IVV and IWD overlap?
IVV and IWD overlap by 60.2% by weight, across 419 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, BERKSHIRE HATHAWAY INC., JPMorgan Chase & Co.
Can I hold both IVV and IWD?
Holding both means 60.2% 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 23.2.
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