IWD vs SPY

Both IWD and SPY are ETFs. IWD has a lower 5-year return than SPY (7.05% vs 13.53%). IWD has a higher expense ratio than SPY (0.19% vs 0.09%). Below is the comparison between IWD and SPY.

IWD SPY
Segment Equity: U.S. - Large Cap Value Equity: U.S. - Large Cap
Issuer BlackRock State Street Global Advisors
Net Assets $31.34B $252.39B
Expense Ratio 0.19% 0.09%
Management Style passive (index-based) passive (index-based)
Dividend Yield 3.15% 1.99%
Underlying Index Russell 1000 Value Index S&P 500
YTD Return -7.85% 9.49%
1-Year Return -0.71% 18.67%
3-Year Return 3.58% 12.94%
5-Year Return 7.05% 13.53%
10-Year Return 9.95% 13.68%

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 -7.85%
1-Month Return 1.63%
3-Month Return 6.17%
1-Year Return -0.71%
3-Year Return 3.58%
5-Year Return 7.05%
10-Year Return 9.95%
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 2.46%
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 1.42%
Cisco Systems Inc CSCO 1.40%
Exxon Mobil Corp XOM 1.34%
Bank of America Corp BAC 1.30%

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SPY description

The Trust seeks investment results that, before expenses, generally correspond to the price and yield performance of the component common stocks of the S&P 500 Index.

SPY performance & returns

YTD Return 9.49%
1-Month Return 2.92%
3-Month Return 8.70%
1-Year Return 18.67%
3-Year Return 12.94%
5-Year Return 13.53%
10-Year Return 13.68%
SPY expense ratio is 0.09%.

SPY holdings

Top 10 Holdings (26.86% of Total Assets)

Name Symbol % Assets
Microsoft Corp MSFT 6.00%
Apple Inc AAPL 5.78%
Amazon.com Inc AMZN 4.49%
Facebook Inc A FB 2.12%
Alphabet Inc A GOOGL 1.65%
Alphabet Inc Class C GOOG 1.61%
Johnson & Johnson JNJ 1.44%
Berkshire Hathaway Inc Class B BRK.B 1.35%
Visa Inc Class A V 1.27%
Procter & Gamble Co PG 1.15%

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