ETF Versus

IEF vs IWD

iShares 7-10 Year Treasury Bond ETF vs iShares Russell 1000 Value ETF

Last updated: 2026-04-02

IEF iShares

iShares 7-10 Year Treasury Bond ETF (IEF) is an exchange-traded fund issued by iShares that provides exposure to intermediate-term U.S. Treasury bonds. It charges a low expense ratio of 0.15%. The fund offers an attractive dividend yield of 3.84%. Launched in 2002, the fund has a 24-year track record.

AUM: $48.0B ER: 0.15% Yield: 3.84% Since: Jul 22, 2002
IWD iShares

iShares Russell 1000 Value ETF (IWD) is an exchange-traded fund issued by iShares that provides exposure to large-cap U.S. value stocks trading at below-market valuations. It charges a moderate expense ratio of 0.18%. The fund offers a moderate dividend yield of 1.67%. Launched in 2000, the fund has a 26-year track record.

AUM: $68.2B ER: 0.18% Yield: 1.67% Since: May 22, 2000

Quick Verdict

IEF has a slightly lower expense ratio (0.15% vs 0.18%), saving about $59 per $10,000 over 10 years. Over the past year, IWD has significantly outperformed with a 14.4% return vs -0.4%. Income investors may prefer IEF for its higher yield (3.8% vs 1.7%).

Key Metrics

Metric IEF IWD
Expense Ratio 0.15% 0.18%
Dividend Yield 3.8% 1.7%
Fund Family iShares iShares
Category US Intermediate Treasury US Large Cap Value

Performance Chart

Indexed to 100 at start (5-year comparison)

75 90 105 120 135 150 2021-04 2022-06 2023-09 2024-12 2026-04
IEF -15.9%
IWD +39.4%

Performance Comparison

Period IEF IWD Difference
1 Month -2.14% -4.53% +2.39%
3 Months -1.08% +1.29% -2.37%
6 Months -1.41% +4.87% -6.28%
YTD -1.08% +1.29% -2.37%
1 Year -0.38% +14.39% -14.77%
3 Years -4.38% +40.40% -44.78%
5 Years -15.92% +39.38% -55.30%

Fee Impact Over Time

Estimated fee cost difference assuming 8% annual returns

Investment Period IEF Fees IWD Fees You Save
$10.000 10 years $298 $357 $59
$10.000 20 years $1.278 $1.529 $252
$10.000 30 years $4.109 $4.912 $802
$50.000 10 years $1.490 $1.786 $296
$50.000 30 years $20.547 $24.558 $4.011
$100.000 30 years $41.094 $49.116 $8.022

Risk Metrics

Based on 5 years of daily returns

Metric IEF IWD
Annualized Volatility 7.7% 14.9%
Max Drawdown -24.7% -20.3%
Sharpe Ratio -1.00 0.22

Dividend Comparison

Metric IEF IWD
Annual Dividend (per share) $3.65 $3.58
Dividend Yield 3.84% 1.67%
Distribution Frequency Monthly Quarterly

Top Holdings

IWD Top Holdings

NameWeight
Berkshire Hathaway Inc.BRK.B2.89%
JPMorgan Chase & Co.JPM2.57%
Exxon Mobil CorporationXOM2.42%
Johnson & JohnsonJNJ1.94%
Amazon.com, Inc.AMZN1.76%
Walmart Inc.WMT1.61%
Alphabet Inc.GOOG1.54%
Micron Technology, Inc.MU1.34%
Chevron CorporationCVX1.32%

Which One Should You Choose?

Choose IEF if...

you want the lowest fees and plan to buy and hold long-term. Over decades, the expense ratio difference compounds significantly.

Choose IWD if...

recent performance momentum matters to your strategy. Note that past performance doesn't guarantee future results.

Choose IEF if...

you prioritize dividend income and want higher regular distributions from your portfolio.

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