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IWD vs IUSV
Both IWD and IUSV are ETFs. IWD has a lower 5-year return than IUSV (6.41% vs 7.06%). 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 | $5.55B | $37.12B |
| Expense Ratio | 0.04% | 0.19% |
| Management Style | passive (index-based) | passive (index-based) |
| Dividend Yield | 2.28% | 2.32% |
| Underlying Index | S&P 900 Value Index | Russell 1000 Value Index |
| YTD Return | 15.32% | 13.43% |
| 1-Year Return | 1.43% | 0.45% |
| 3-Year Return | 8.89% | 7.89% |
| 5-Year Return | 7.06% | 6.41% |
| 10-Year Return | 11.56% | 11.27% |
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 returns
| YTD Return | 13.43% |
| 1-Month Return | -3.01% |
| 3-Month Return | 4.78% |
| 1-Year Return | 0.45% |
| 3-Year Return | 7.89% |
| 5-Year Return | 6.41% |
| 10-Year Return | 11.27% |
IWD expense ratio is 0.19%.
IWD holdings
Top 10 Holdings (21.14% of Total Assets)
| Name | Symbol | % Assets |
|---|---|---|
| Berkshire Hathaway Inc B | BRK.B | 2.95% |
| JPMorgan Chase & Co | JPM | 2.74% |
| Exxon Mobil Corp | XOM | 2.31% |
| Johnson & Johnson | JNJ | 2.15% |
| Procter & Gamble Co | PG | 2.01% |
| Bank of America Corporation | BAC | 1.93% |
| The Walt Disney Co | DIS | 1.83% |
| AT&T Inc | T | 1.82% |
| Chevron Corp | CVX | 1.72% |
| Verizon Communications Inc | VZ | 1.68% |
IUSV description
The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the Russell 3000 Value Index. Uses a replication strategy. The Index measures the performance of the Russell 3000 Index firms with lower price-to-book ratios and lower forecasted growth.
IUSV returns
| YTD Return | 15.32% |
| 1-Month Return | -2.81% |
| 3-Month Return | 6.86% |
| 1-Year Return | 1.43% |
| 3-Year Return | 8.89% |
| 5-Year Return | 7.06% |
| 10-Year Return | 11.56% |
IUSV expense ratio is 0.04%.
IUSV holdings
Top 10 Holdings (24.37% of Total Assets)
| Name | Symbol | % Assets |
|---|---|---|
| Apple Inc | AAPL | 7.51% |
| JPMorgan Chase & Co | JPM | 3.04% |
| Bank of America Corporation | BAC | 2.19% |
| AT&T Inc | T | 2% |
| UnitedHealth Group Inc | UNH | 1.91% |
| Chevron Corp | CVX | 1.89% |
| Berkshire Hathaway Inc B | BRK.B | 1.67% |
| Wells Fargo & Co | WFC | 1.58% |
| Citigroup Inc | C | 1.33% |
| Walmart Inc | WMT | 1.25% |
