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 VTV
US value comparison · IWD 2026-10-29 · VTV 2026-06-30
IWD vs VTV
iShares Russell 1000 Value ETF compared with VANGUARD VALUE INDEX FUND
The funds share a substantial core but differ outside it.IWD has 531 companies outside the overlap; VTV has 27.
Do IWD and VTV overlap?
IWD and VTV overlap by 60.8% by weight, across 280 shared companies.
VTVUS value
VANGUARD VALUE INDEX FUND
326holdings
0.03%annual fee
USmarket
Valuation302 companies covered
21.5×P / E97% by weight
3.30×P / B89% by weight
4.6%Earnings yield
Price development
Both lines rebased to 0% over their shared dates
Largest shared positions
280 companies held in both funds
IWD weight
VTV weight
| Shared company | IWD | VTV |
|---|---|---|
| BERKSHIRE HATHAWAY INC. BRK/B 2 share classes | 2.64% | 3.46% |
| ↳ BERKSHIRE HATHAWAY INC. BRK/B | 2.64% | 2.94% |
| ↳ Berkshire Hathaway Inc BRH | 0.00% | 0.52% |
| JPMorgan Chase & Co JPM | 2.41% | 3.05% |
| JOHNSON & JOHNSON JNJ | 1.74% | 2.28% |
| WALMART INC. WMT | 1.27% | 1.85% |
| AbbVie Inc ABBV | 1.24% | 1.66% |
| Chevron Corp CVX | 1.12% | 1.17% |
| CISCO SYSTEMS, INC. CSCO | 1.12% | 1.55% |
| Intel Corp INTC | 1.10% | 1.05% |
| THE PROCTER & GAMBLE COMPANY PG | 0.98% | 1.27% |
| UnitedHealth Group Inc UNH | 0.97% | 1.41% |
| Merck & Co Inc MRK | 0.95% | 1.18% |
| Philip Morris International Inc PM | 0.85% | 1.05% |
| THE COCA-COLA COMPANY KO | 0.84% | 1.04% |
| Bank of America Corp BAC | 0.81% | 1.36% |
| RTX Corp RTX | 0.70% | 0.95% |
| THE GOLDMAN SACHS GROUP, INC. GS | 0.70% | 1.06% |
| Thermo Fisher Scientific Inc TMO | 0.69% | 0.70% |
| Wells Fargo & Co WFC | 0.67% | 0.94% |
| INTERNATIONAL BUSINESS MACHINES CORPORATION IBM | 0.64% | 0.99% |
| Linde PLC LIN | 0.61% | 0.90% |
| MORGAN STANLEY MS | 0.55% | 0.92% |
| Gilead Sciences Inc GILD | 0.54% | 0.59% |
| ANALOG DEVICES, INC. ADI | 0.51% | 0.72% |
| QUALCOMM Inc QCOM | 0.51% | 0.73% |
| Walt Disney Co/The DIS | 0.51% | 0.62% |
IWD and VTV questions
Based on the holdings compared above
How much do IWD and VTV overlap?
IWD and VTV overlap by 60.8% by weight, across 280 shared companies.
Which companies do IWD and VTV both hold?
The largest companies held in both funds are BERKSHIRE HATHAWAY INC., JPMorgan Chase & Co, JOHNSON & JOHNSON, WALMART INC., AbbVie Inc.
Can I hold both IWD and VTV?
Holding both means 60.8% 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 VTV cheaper?
IWD has a 0.18% expense ratio and VTV has 0.03%.
How do IWD and VTV compare on valuation?
IWD has a weighted P/E of 23.2 and VTV has a weighted P/E of 21.5.
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