IWD vs VONV

Both IWD and VONV are ETFs. IWD has a lower 5-year return than VONV (7.05% vs 7.11%). IWD has a higher expense ratio than VONV (0.19% vs 0.08%). Below is the comparison between IWD and VONV.

IWD VONV
Segment Equity: U.S. - Large Cap Value Equity: U.S. - Large Cap Value
Issuer BlackRock Vanguard
Net Assets $31.34B $2.16B
Expense Ratio 0.19% 0.08%
Management Style passive (index-based) passive (index-based)
Dividend Yield 3.15% 2.98%
Underlying Index Russell 1000 Value Index Russell 1000 Value Index
YTD Return -7.85% -7.87%
1-Year Return -0.71% -0.64%
3-Year Return 3.58% 3.67%
5-Year Return 7.05% 7.11%
10-Year Return 9.95% 10.02%

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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VONV description

The Fund seeks to track the performance of a benchmark index that measures the investment return of large-capitalization value stocks in the United States. The Fund attempts to replicate the Russell 1000 Growth Index by investing substantially all its assets in the stocks that make up the Index.

VONV performance & returns

YTD Return -7.87%
1-Month Return 1.58%
3-Month Return 6.20%
1-Year Return -0.64%
3-Year Return 3.67%
5-Year Return 7.11%
10-Year Return 10.02%
VONV expense ratio is 0.08%.

VONV holdings

Top 10 Holdings (16.91% of Total Assets)

Name Symbol % Assets
Berkshire Hathaway Inc Class B BRK.B 2.61%
Johnson & Johnson JNJ 2.27%
JPMorgan Chase & Co JPM 2.00%
Verizon Communications Inc VZ 1.63%
Pfizer Inc PFE 1.46%
AT&T Inc T 1.44%
The Walt Disney Co DIS 1.44%
Intel Corp INTC 1.38%
Cisco Systems Inc CSCO 1.36%
Comcast Corp Class A CMCSA 1.32%

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