ETF Versus

IWD vs IWF

iShares Russell 1000 Value ETF vs iShares Russell 1000 Growth ETF

Last updated: 2026-04-02

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
IWF iShares

iShares Russell 1000 Growth ETF (IWF) is an exchange-traded fund issued by iShares that provides exposure to large-cap U.S. growth stocks with above-average earnings potential. It charges a moderate expense ratio of 0.18%. The fund offers a modest dividend yield of 0.39%. Launched in 2000, the fund has a 26-year track record.

AUM: $108.0B ER: 0.18% Yield: 0.39% Since: May 22, 2000

Quick Verdict

IWF has edged ahead over the past year (18.2% vs 14.4%). Income investors may prefer IWD for its higher yield (1.7% vs 0.4%).

Key Metrics

Metric IWD IWF
Expense Ratio 0.18% 0.18%
Dividend Yield 1.7% 0.4%
Fund Family iShares iShares
Category US Large Cap Value US Large Cap Growth

Performance Chart

Indexed to 100 at start (5-year comparison)

80 103 126 149 172 195 2021-04 2022-06 2023-09 2024-12 2026-04
IWD +39.4%
IWF +71.3%

Performance Comparison

Period IWD IWF Difference
1 Month -4.53% -4.73% +0.20%
3 Months +1.29% -8.83% +10.12%
6 Months +4.87% -8.48% +13.35%
YTD +1.29% -8.83% +10.12%
1 Year +14.39% +18.20% -3.81%
3 Years +40.40% +75.80% -35.40%
5 Years +39.38% +71.26% -31.88%

Fee Impact Over Time

Estimated fee cost difference assuming 8% annual returns

Investment Period IWD Fees IWF Fees You Save
$10.000 10 years $357 $357 $0
$10.000 20 years $1.529 $1.529 $0
$10.000 30 years $4.912 $4.912 $0
$50.000 10 years $1.786 $1.786 $0
$50.000 30 years $24.558 $24.558 $0
$100.000 30 years $49.116 $49.116 $0

Risk Metrics

Based on 5 years of daily returns

Metric IWD IWF
Annualized Volatility 14.9% 21.4%
Max Drawdown -20.3% -33.1%
Sharpe Ratio 0.22 0.40

Dividend Comparison

Metric IWD IWF
Annual Dividend (per share) $3.58 $1.69
Dividend Yield 1.67% 0.39%
Distribution Frequency Quarterly Quarterly

Top Holdings

2 of top 9 holdings overlap (22% overlap in 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%

IWF Top Holdings

NameWeight
NVIDIA CorporationNVDA12.82%
Apple Inc.AAPL11.79%
Microsoft CorporationMSFT8.78%
Broadcom Inc.AVGO4.81%
Amazon.com, Inc.AMZN4.61%
Tesla, Inc.TSLA3.57%
Meta Platforms, Inc.META3.28%
Alphabet Inc.GOOG2.83%
Eli Lilly and CompanyLLY2.62%

Which One Should You Choose?

Choose IWF 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.

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