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 ($878.19B vs $84.76B). Here's how they compare across all key metrics.
Performance Comparison
Quick Verdict
IWD wins on 6 out of 10 metrics. IVV has a lower expense ratio (0.03%). IVV has higher AUM ($878.19B).
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
$878.19B
$84.76B
Holdings Count
504
870
Current Price
$763.58
$257.58
Today's Change
-0.49%
-0.57%
Dividend Yield
1.09%
1.38%
Performance Comparison
Period
IVV
IWD
1M
-0.96%
+2.66%
3M
+2.79%
+3.08%
6M
+6.23%
+13.07%
YTD
+11.23%
+21.31%
1Y
+12.16%
+24.78%
3Y
+81.94%
+76.46%
5Y
+66.92%
+55.52%
Top Holdings
3 overlapping holdings in top 10
IVV Holdings
NVDANVIDIA
7.76%AAPLAPPLE
7.68%MSFTMICROSOFT
5.85%AMZNAMAZON.COM INC
3.71%GOOGLALPHABET CLASS A
2.88%AVGOBROADCOM INC
2.32%GOOGALPHABET CLASS C
2.30%METAMETA PLATFORMS CLASS A
2.16%TSLATESLA INC
1.60%LLYELI LILLY
1.58%IWD Holdings
AAPLAPPLE
6.08%AMZNAMAZON.COM INC
5.87%MSFTMICROSOFT
5.10%BRK-BBERKSHIRE HATHAWAY INC CLASS B
2.69%JPMJPMORGAN CHASE & CO
2.37%XOMEXXONMOBIL HOLDINGS CORP
1.94%JNJJOHNSON & JOHNSON
1.70%WMTWALMART
1.28%ABBVABBVIE
1.23%CVXCHEVRON
1.11%Sector Allocation
IVV Sectors
Information Technology37.47%
Financials12.05%
Health Care9.92%
Communication9.20%
Consumer Discretionary8.94%
Industrials8.01%
Consumer Staples4.94%
Energy3.72%
Utilities2.03%
Real Estate1.75%
Materials1.70%
Cash and/or Derivatives0.26%
IWD Sectors
Information Technology19.72%
Financials18.40%
Health Care13.53%
Industrials10.40%
Consumer Discretionary10.09%
Consumer Staples7.82%
Energy6.54%
Utilities3.53%
Materials3.44%
Real Estate3.33%
Communication3.02%
Cash and/or Derivatives0.20%
Frequently Asked Questions
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