Compare/IVV vs IWD

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

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