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
ETF comparisons / IWD vs VT
US value comparison · IWD 2026-09-10 · VT 2026-04-30
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 9,000.
Do IWD and VT overlap?
IWD and VT overlap by 36.3% by weight, across 781 shared companies.
VTGlobal equity
VANGUARD TOTAL WORLD STOCK INDEX FUND
10,093holdings
0.06%annual fee
USmarket
Valuation7,366 companies covered
23.2×P / E90% by weight
2.81×P / B82% by weight
4.3%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 | 5.83% | 3.49% |
| Microsoft Corp MSFT | 4.93% | 2.70% |
| AMAZON.COM INC AMZN | 6.04% | 2.27% |
| BERKSHIRE HATHAWAY INC. BRK/B 2 share classes | 2.54% | 0.77% |
| ↳ BERKSHIRE HATHAWAY INC. BRK/B | 2.54% | 0.69% |
| ↳ Berkshire Hathaway Inc BRH | 0.00% | 0.09% |
| JPMorgan Chase & Co JPM | 2.54% | 0.71% |
| META PLATFORMS INC-CLASS A META | 0.69% | 1.19% |
| WALMART INC. WMT | 1.14% | 0.51% |
| JOHNSON & JOHNSON JNJ | 1.73% | 0.49% |
| Costco Wholesale Corp COST | 0.61% | 0.40% |
| Intel Corp INTC | 1.23% | 0.37% |
| AbbVie Inc ABBV | 1.12% | 0.33% |
| CISCO SYSTEMS, INC. CSCO | 1.14% | 0.32% |
| Chevron Corp CVX | 1.06% | 0.32% |
| THE PROCTER & GAMBLE COMPANY PG | 0.90% | 0.31% |
| Bank of America Corp BAC | 1.04% | 0.30% |
| UnitedHealth Group Inc UNH | 0.94% | 0.30% |
| THE COCA-COLA COMPANY KO | 0.81% | 0.27% |
| Merck & Co Inc MRK | 0.96% | 0.24% |
| THE GOLDMAN SACHS GROUP, INC. GS | 0.79% | 0.23% |
| Philip Morris International Inc PM | 0.80% | 0.23% |
| Wells Fargo & Co WFC | 0.74% | 0.23% |
| Home Depot Inc/The HD | 0.21% | 0.29% |
| RTX Corp RTX | 0.72% | 0.21% |
| Linde PLC LIN | 0.57% | 0.21% |
| Pepsico, Inc. PEP | 0.44% | 0.19% |
IWD and VT questions
Based on the holdings compared above
How much do IWD and VT overlap?
IWD and VT overlap by 36.3% 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, BERKSHIRE HATHAWAY INC., JPMorgan Chase & Co.
Can I hold both IWD and VT?
Holding both means 36.3% 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 22.8 and VT has a weighted P/E of 23.2.
Compare your own portfolio
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