IVV vs IWD — ETF Comparison
iShares Core S&P 500 ETF (IVV) and iShares Russell 1000 Value ETF (IWD) differ in expense ratio (0.03% vs 0.18%) and AUM ($892.79B vs $82.44B). Here's how they compare across all key metrics.
Performance Comparison
Quick Verdict
IVV wins on 7 out of 10 metrics. IVV has a lower expense ratio (0.03%). IVV has higher AUM ($892.79B).
Basic Information
Metric
IVV
IWD
Fund Name
iShares Core S&P 500 ETF
iShares Russell 1000 Value ETF
Issuer
iShares
iShares
Inception Date
May 15, 2000
May 22, 2000
Expense Ratio
0.03%
0.18%
AUM
$892.79B
$82.44B
Holdings Count
504
870
Current Price
$782.05
$253.66
Today's Change
+0.62%
+0.65%
Dividend Yield
1.08%
1.42%
Performance Comparison
Period
IVV
IWD
1M
+2.68%
+0.08%
3M
+3.91%
+2.39%
6M
+13.40%
+13.33%
YTD
+13.96%
+19.48%
1Y
+19.17%
+27.13%
3Y
+78.40%
+67.08%
5Y
+79.21%
+59.20%
Top Holdings
3 overlapping holdings in top 10
IVV Holdings
NVDANVIDIA
8.32%AAPLAPPLE
7.41%MSFTMICROSOFT
5.79%AMZNAMAZON.COM INC
3.72%GOOGLALPHABET CLASS A
3.05%AVGOBROADCOM INC
2.56%GOOGALPHABET CLASS C
2.45%METAMETA PLATFORMS CLASS A
2.37%MUMICRON TECHNOLOGY
1.75%TSLATESLA INC
1.58%IWD Holdings
AMZNAMAZON.COM INC
6.12%AAPLAPPLE
6.11%MSFTMICROSOFT
5.26%BRK-BBERKSHIRE HATHAWAY INC CLASS B
2.58%JPMJPMORGAN CHASE & CO
2.40%XOMEXXONMOBIL HOLDINGS CORP
1.88%JNJJOHNSON & JOHNSON
1.68%INTCINTEL CORPORATION
1.33%CSCOCISCO SYSTEMS INC
1.23%ABBVABBVIE
1.20%Sector Allocation
IVV Sectors
Technology38.69%
Financial Services12.07%
Communication Services9.50%
Consumer Cyclical9.31%
Healthcare9.28%
Industrials7.75%
Consumer Defensive4.46%
Energy3.48%
Utilities1.98%
Real Estate1.80%
Basic Materials1.68%
IWD Sectors
Technology20.61%
Financial Services18.82%
Healthcare13.06%
Consumer Cyclical10.61%
Industrials9.70%
Consumer Defensive7.19%
Energy6.25%
Real Estate3.57%
Utilities3.45%
Basic Materials3.40%
Communication Services3.33%
Cash & Others0.01%
Frequently Asked Questions
More Comparisons
More IVV Comparisons
More IWD Comparisons
FREE DOWNLOAD
The Beginner's Guide to ETFs
20 pages. Zero fluff. Everything you need to start investing in ETFs.
No spam. Unsubscribe anytime.