IVV vs IWD
iShares Core S&P 500 ETF vs iShares Russell 1000 Value ETF
Last updated: 2026-04-02
iShares Core S&P 500 ETF (IVV) is an exchange-traded fund issued by iShares that provides exposure to large-cap U.S. equities across growth and value styles. It charges a very low expense ratio of 0.03%. The fund offers a moderate dividend yield of 1.23%. Launched in 2000, the fund has a 26-year track record.
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.
Quick Verdict
IVV is significantly cheaper at 0.03% vs 0.18% expense ratio, saving you approximately $297 per $10,000 invested over 10 years. IVV has edged ahead over the past year (16.7% vs 14.4%).
Key Metrics
Performance Chart
Indexed to 100 at start (5-year comparison)
Performance Comparison
Fee Impact Over Time
Estimated fee cost difference assuming 8% annual returns
Risk Metrics
Based on 5 years of daily returns
Dividend Comparison
Top Holdings
3 of top 9 holdings overlap (33% overlap in top holdings)
IVV Top Holdings
| Name | Weight |
|---|---|
| NVIDIA CorporationNVDA | 7.45% |
| Apple Inc.AAPL | 6.68% |
| Microsoft CorporationMSFT | 4.85% |
| Amazon.com, Inc.AMZN | 3.56% |
| Broadcom Inc.AVGO | 2.61% |
| Alphabet Inc.GOOG | 2.34% |
| Meta Platforms, Inc.META | 2.10% |
| Tesla, Inc.TSLA | 1.86% |
| Berkshire Hathaway Inc.BRK.B | 1.57% |
IWD Top Holdings
| Name | Weight |
|---|---|
| Berkshire Hathaway Inc.BRK.B | 2.89% |
| JPMorgan Chase & Co.JPM | 2.57% |
| Exxon Mobil CorporationXOM | 2.42% |
| Johnson & JohnsonJNJ | 1.94% |
| Amazon.com, Inc.AMZN | 1.76% |
| Walmart Inc.WMT | 1.61% |
| Alphabet Inc.GOOG | 1.54% |
| Micron Technology, Inc.MU | 1.34% |
| Chevron CorporationCVX | 1.32% |
Which One Should You Choose?
Choose IVV if...
you want the lowest fees and plan to buy and hold long-term. Over decades, the expense ratio difference compounds significantly.
Choose IVV if...
recent performance momentum matters to your strategy. Note that past performance doesn't guarantee future results.
Choose IWD if...
you prioritize dividend income and want higher regular distributions from your portfolio.