Ask a Finny Coach
Sign in
Get comparisons, analyses and forecasts for stocks, ETFs & funds
IWD vs IUSV
Both IWD and IUSV are ETFs. IWD has a lower 5-year return than IUSV (6% vs 7.25%). IWD has a higher expense ratio than IUSV (0.19% vs 0.04%). Below is the comparison between IWD and IUSV.
| IUSV | IWD | |
|---|---|---|
| Segment | Equity: U.S. - Total Market Value | Equity: U.S. - Large Cap Value |
| Issuer | BlackRock | BlackRock |
| Net Assets | $5.54B | $31.34B |
| Expense Ratio | 0.04% | 0.19% |
| Management Style | passive (index-based) | passive (index-based) |
| Dividend Yield | 2.86% | 3.15% |
| Underlying Index | S&P 900 Value Index | Russell 1000 Value Index |
| YTD Return | -10.49% | -10.51% |
| 1-Year Return | 3.16% | 0.10% |
| 3-Year Return | 5.02% | 3.48% |
| 5-Year Return | 7.25% | 6.00% |
| 10-Year Return | 10.59% | 10.03% |
IWD description
The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the Russell 1000 Value Index. Uses a replication strategy. The Index measures the performance of those Russell 1000 Index firms with lower price-to-book ratios and lower forecasted growth.
IWD performance & returns
| YTD Return | -10.51% |
| 1-Month Return | 6.90% |
| 3-Month Return | 13.16% |
| 1-Year Return | 0.10% |
| 3-Year Return | 3.48% |
| 5-Year Return | 6.00% |
| 10-Year Return | 10.03% |
IWD expense ratio is 0.19%.
IWD holdings
Top 10 Holdings (17.12% of Total Assets)
| Name | Symbol | % Assets |
|---|---|---|
| Berkshire Hathaway Inc Class B | BRK.B | 2.4600001% |
| Johnson & Johnson | JNJ | 2.27% |
| JPMorgan Chase & Co | JPM | 2.01% |
| Intel Corp | INTC | 1.79% |
| Verizon Communications Inc | VZ | 1.61% |
| AT&T Inc | T | 1.52% |
| The Walt Disney Co | DIS | 1.4199999% |
| Cisco Systems Inc | CSCO | 1.39999995% |
| Exxon Mobil Corp | XOM | 1.34000005% |
| Bank of America Corp | BAC | 1.2999999% |
Other relevant IWD comparisons
You may also want to check out the following IWD comparisons that investors often look for on Finny
Or use Finny Compare Wizard to create a comparison you’d like to see.
IUSV description
The Fund seeks to track the investment results of S&P 900 Value Index. Under normal market conditions, the Fund generally invests at least 90% of its net assets in securities of the Underlying Index, designed to measure the performance of the large- and mid-capitalization value sector of the US equity market.
IUSV performance & returns
| YTD Return | -10.49% |
| 1-Month Return | 6.60% |
| 3-Month Return | 12.57% |
| 1-Year Return | 3.16% |
| 3-Year Return | 5.02% |
| 5-Year Return | 7.25% |
| 10-Year Return | 10.59% |
IUSV expense ratio is 0.04%.
IUSV holdings
Top 10 Holdings (19.82% of Total Assets)
| Name | Symbol | % Assets |
|---|---|---|
| Berkshire Hathaway Inc Class B | BRK.B | 3.11% |
| UnitedHealth Group Inc | UNH | 2.51% |
| Verizon Communications Inc | VZ | 2.0499999% |
| AT&T Inc | T | 1.9299999% |
| Johnson & Johnson | JNJ | 1.9299999% |
| Cisco Systems Inc | CSCO | 1.78% |
| Exxon Mobil Corp | XOM | 1.7000000000000002% |
| Bank of America Corp | BAC | 1.66% |
| Pfizer Inc | PFE | 1.63% |
| Walmart Inc | WMT | 1.52% |
Other relevant IUSV comparisons
You may also want to check out the following IUSV comparisons that investors often look for on Finny
Or use Finny Compare Wizard to create a comparison you’d like to see.
You can check out all comparisons Finny users have looked for here. Feel free to the browse the list and view the comparisons that are of an interest to you.
