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%
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