IWF vs IWD

Both IWF and IWD are ETFs. IWF has a higher 5-year return than IWD (19.5% vs 7.05%). IWF and IWD have the same expense ratio (0.19%). Below is the comparison between IWF and IWD.

IWD IWF
Segment Equity: U.S. - Large Cap Value Equity: U.S. - Large Cap Growth
Issuer BlackRock BlackRock
Net Assets $31.34B $49.46B
Expense Ratio 0.19% 0.19%
Management Style passive (index-based) passive (index-based)
Dividend Yield 3.15% 1.01%
Underlying Index Russell 1000 Value Index Russell 1000 Growth Index
YTD Return -7.85% 28.81%
1-Year Return -0.71% 40.39%
3-Year Return 3.58% 22.03%
5-Year Return 7.05% 19.50%
10-Year Return 9.95% 17.00%

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 28.81%
1-Month Return 5.02%
3-Month Return 12.75%
1-Year Return 40.39%
3-Year Return 22.03%
5-Year Return 19.50%
10-Year Return 17.00%
IWF expense ratio is 0.19%.

IWF holdings

Top 10 Holdings (43.91% of Total Assets)

Name Symbol % Assets
Microsoft Corp MSFT 10.41%
Apple Inc AAPL 10.19%
Amazon.com Inc AMZN 7.99%
Facebook Inc A FB 3.72%
Alphabet Inc A GOOGL 2.26%
Visa Inc Class A V 2.23%
Alphabet Inc Class C GOOG 2.22%
Mastercard Inc A MA 1.78%
UnitedHealth Group Inc UNH 1.58%
NVIDIA Corp NVDA 1.53%

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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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