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
ETF comparisons / IWD vs VT
US value comparison · IWD 2026-10-29 · VT 2026-07-31
IWD vs VT
iShares Russell 1000 Value ETF compared with VANGUARD TOTAL WORLD STOCK INDEX FUND
Most company exposure is different between these funds.IWD has 30 companies outside the overlap; VT has 9,035.
Do IWD and VT overlap?
IWD and VT overlap by 37.5% by weight, across 781 shared companies.
VTGlobal equity
VANGUARD TOTAL WORLD STOCK INDEX FUND
10,100holdings
0.06%annual fee
USmarket
Valuation7,800 companies covered
22.7×P / E90% by weight
2.78×P / B83% by weight
4.4%Earnings yield
Price development
Both lines rebased to 0% over their shared dates
Largest shared positions
781 companies held in both funds
IWD weight
VT weight
| Shared company | IWD | VT |
|---|---|---|
| Apple Inc AAPL | 6.05% | 3.86% |
| Microsoft Corp MSFT | 5.16% | 2.98% |
| AMAZON.COM INC AMZN | 5.68% | 2.28% |
| JPMorgan Chase & Co JPM | 2.41% | 0.81% |
| BERKSHIRE HATHAWAY INC. BRK/B 2 share classes | 2.64% | 0.81% |
| ↳ BERKSHIRE HATHAWAY INC. BRK/B | 2.64% | 0.72% |
| ↳ Berkshire Hathaway Inc BRH | 0.00% | 0.09% |
| META PLATFORMS INC-CLASS A META | 0.65% | 1.06% |
| ExxonMobil Holdings Corporation 2670549D | 1.98% | 0.56% |
| JOHNSON & JOHNSON JNJ | 1.74% | 0.53% |
| WALMART INC. WMT | 1.27% | 0.42% |
| CISCO SYSTEMS, INC. CSCO | 1.12% | 0.40% |
| AbbVie Inc ABBV | 1.24% | 0.38% |
| Costco Wholesale Corp COST | 0.65% | 0.36% |
| Bank of America Corp BAC | 0.81% | 0.35% |
| Intel Corp INTC | 1.10% | 0.34% |
| UnitedHealth Group Inc UNH | 0.97% | 0.32% |
| Chevron Corp CVX | 1.12% | 0.32% |
| THE COCA-COLA COMPANY KO | 0.84% | 0.29% |
| THE PROCTER & GAMBLE COMPANY PG | 0.98% | 0.29% |
| Merck & Co Inc MRK | 0.95% | 0.28% |
| Philip Morris International Inc PM | 0.85% | 0.26% |
| RTX Corp RTX | 0.70% | 0.25% |
| THE GOLDMAN SACHS GROUP, INC. GS | 0.70% | 0.24% |
| Wells Fargo & Co WFC | 0.67% | 0.23% |
| Home Depot Inc/The HD | 0.22% | 0.28% |
| MORGAN STANLEY MS | 0.55% | 0.20% |
IWD and VT questions
Based on the holdings compared above
How much do IWD and VT overlap?
IWD and VT overlap by 37.5% by weight, across 781 shared companies.
Which companies do IWD and VT 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 IWD and VT?
Holding both means 37.5% 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 IWD or VT cheaper?
IWD has a 0.18% expense ratio and VT has 0.06%.
How do IWD and VT compare on valuation?
IWD has a weighted P/E of 23.2 and VT has a weighted P/E of 22.7.
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