IWD vs IWF

Both IWD and IWF are ETFs. IWD has a lower 5-year return than IWF (10.03% vs 21.2%). IWD and IWF have the same expense ratio (0.19%). Below is the comparison between IWD and IWF.

IWD IWF
Security Type ETF ETF
Segment Equity: U.S. - Large Cap Value Equity: U.S. - Large Cap Growth
Family BlackRock BlackRock
Net Assets $59.97B $79.12B
Expense Ratio 0.19% 0.19%
Management Style passive (index-based) passive (index-based)
Dividend Yield 1.57% 0.52%
Underlying Index Russell 1000 Value Index Russell 1000 Growth Index
YTD Return -3.69% -12.32%
1-Year Return 16.66% 8.78%
3-Year Return 13.52% 25.18%
5-Year Return 10.03% 21.20%
10-Year Return 11.82% 17.45%

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 -3.69%
1-Month Return -1.20%
3-Month Return -1.46%
1-Year Return 16.66%
3-Year Return 13.52%
5-Year Return 10.03%
10-Year Return 11.82%
IWD expense ratio is 0.19%.

IWD holdings

Top 10 Holdings (16.50% of Total Assets)

Name Symbol % Assets
Berkshire Hathaway Inc Class B BRK.B 2.64%
Johnson & Johnson JNJ 2.14%
JPMorgan Chase & Co JPM 2.03%
Verizon Communications Inc VZ 1.61%
The Walt Disney Co DIS 1.50%
Pfizer Inc PFE 1.35%
Walmart Inc WMT 1.32%
AT&T Inc T 1.32%
Comcast Corp Class A CMCSA 1.31%
Intel Corp INTC 1.28%

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IWF description

The Fund seeks investment returns that correspond generally to the price and yield performance, before fees and expenses, of the Index. Uses a replication strategy. The Index measures the performance of the large-capitalization growth sector of the US equity market.

IWF performance & returns

YTD Return -12.32%
1-Month Return -10.32%
3-Month Return -8.03%
1-Year Return 8.78%
3-Year Return 25.18%
5-Year Return 21.20%
10-Year Return 17.45%
IWF expense ratio is 0.19%.

IWF holdings

Top 10 Holdings (44.36% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 11.00%
Microsoft Corp MSFT 9.49%
Amazon.com Inc AMZN 8.06%
Facebook Inc A FB 3.96%
Alphabet Inc A GOOGL 2.36%
Alphabet Inc Class C GOOG 2.33%
Visa Inc Class A V 1.92%
NVIDIA Corp NVDA 1.85%
Tesla Inc TSLA 1.80%
Mastercard Inc A MA 1.59%

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