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 VTI
US value comparison · IWD 2026-10-29 · VTI 2026-06-30
IWD vs VTI
iShares Russell 1000 Value ETF compared with VANGUARD TOTAL STOCK MARKET INDEX FUND
The funds share a substantial core but differ outside it.IWD has 45 companies outside the overlap; VTI has 2,722.
Do IWD and VTI overlap?
IWD and VTI overlap by 54.8% by weight, across 766 shared companies.
VTIUS equity
VANGUARD TOTAL STOCK MARKET INDEX FUND
3,546holdings
0.03%annual fee
USmarket
Valuation3,081 companies covered
25.7×P / E94% by weight
4.82×P / B84% by weight
3.9%Earnings yield
Price development
Both lines rebased to 0% over their shared dates
Largest shared positions
766 companies held in both funds
IWD weight
VTI weight
| Shared company | IWD | VTI |
|---|---|---|
| Apple Inc AAPL | 6.05% | 5.84% |
| Microsoft Corp MSFT | 5.16% | 3.81% |
| AMAZON.COM INC AMZN | 5.68% | 3.17% |
| BERKSHIRE HATHAWAY INC. BRK/B 2 share classes | 2.64% | 1.28% |
| ↳ BERKSHIRE HATHAWAY INC. BRK/B | 2.64% | 1.24% |
| ↳ Berkshire Hathaway Inc BRH | 0.00% | 0.04% |
| JPMorgan Chase & Co JPM | 2.41% | 1.11% |
| JOHNSON & JOHNSON JNJ | 1.74% | 0.84% |
| Intel Corp INTC | 1.10% | 0.77% |
| WALMART INC. WMT | 1.27% | 0.68% |
| META PLATFORMS INC-CLASS A META | 0.65% | 1.70% |
| AbbVie Inc ABBV | 1.24% | 0.61% |
| CISCO SYSTEMS, INC. CSCO | 1.12% | 0.57% |
| Costco Wholesale Corp COST | 0.65% | 0.57% |
| UnitedHealth Group Inc UNH | 0.97% | 0.52% |
| Bank of America Corp BAC | 0.81% | 0.50% |
| THE PROCTER & GAMBLE COMPANY PG | 0.98% | 0.47% |
| Merck & Co Inc MRK | 0.95% | 0.44% |
| Chevron Corp CVX | 1.12% | 0.43% |
| Philip Morris International Inc PM | 0.85% | 0.39% |
| THE COCA-COLA COMPANY KO | 0.84% | 0.38% |
| THE GOLDMAN SACHS GROUP, INC. GS | 0.70% | 0.38% |
| INTERNATIONAL BUSINESS MACHINES CORPORATION IBM | 0.64% | 0.36% |
| RTX Corp RTX | 0.70% | 0.35% |
| Wells Fargo & Co WFC | 0.67% | 0.35% |
| MORGAN STANLEY MS | 0.55% | 0.34% |
| Linde PLC LIN | 0.61% | 0.33% |
IWD and VTI questions
Based on the holdings compared above
How much do IWD and VTI overlap?
IWD and VTI overlap by 54.8% by weight, across 766 shared companies.
Which companies do IWD and VTI 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 VTI?
Holding both means 54.8% 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 VTI cheaper?
IWD has a 0.18% expense ratio and VTI has 0.03%.
How do IWD and VTI compare on valuation?
IWD has a weighted P/E of 23.2 and VTI has a weighted P/E of 25.7.
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