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%

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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%

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