IWD vs VOO

iShares Russell 1000 Value ETF vs Vanguard S&P 500 ETF

Quick take
  • VOO has the lower expense ratio at 0.03% vs 0.18% for IWD.
  • IWD pays a higher dividend yield (1.44%).

Side-by-side metrics

MetricIWDVOO
Expense ratio
Annual fee. Lower is better.
0.18%0.03%
Dividend yield
Trailing 12-month yield.
1.44%1.07%
AUM
Assets under management — bigger funds are typically more liquid.
$79.74B$1.67T
YTD return
17.38%9.94%
1-year return
3-year return
Annualized.
5-year return
Annualized.
10-year return
Annualized.
Beta (3Y)
Volatility relative to the market. Closer to 1 = market-like.
0.801.00
P/E ratio
22.2826.96
Last price
$246.38$690.69
Inception
Issuer
iSharesVanguard

IWD top holdings

Top holdings · IWD
AMZNAmazon.com Inc5.94%
AAPLApple Inc5.37%
MSFTMicrosoft Corp3.88%
BRK-BBerkshire Hathaway Inc Class B2.61%
JPMJPMorgan Chase & Co2.45%
INTCIntel Corp1.72%
JNJJohnson & Johnson1.71%
XOMExxon Mobil Corp1.59%
CSCOCisco Systems Inc1.30%
WMTWalmart Inc1.27%
Sector breakdown · IWD
Real Estate3.8%
Consumer Cyclical10.8%
Basic Materials3.4%
Consumer Defensive7.5%
Technology19.9%
Communication Services3.3%
Financial Services18.8%
Utilities3.9%
Industrials10.4%
Energy5.5%
Healthcare12.6%

VOO top holdings

Top holdings · VOO
NVDANVIDIA Corp7.89%
AAPLApple Inc7.04%
MSFTMicrosoft Corp5.14%
AMZNAmazon.com Inc4.06%
GOOGLAlphabet Inc Class A3.40%
AVGOBroadcom Inc3.26%
GOOGAlphabet Inc Class C2.71%
METAMeta Platforms Inc Class A2.13%
TSLATesla Inc1.88%
MUMicron Technology Inc1.68%
Sector breakdown · VOO
Real Estate1.8%
Consumer Cyclical9.9%
Basic Materials1.7%
Consumer Defensive4.5%
Technology39.1%
Communication Services10.7%
Financial Services10.9%
Utilities2.1%
Industrials7.8%
Energy3.1%
Healthcare8.3%

About IWD

IWD (iShares Russell 1000 Value ETF) is Russell 1000 value stocks. Managed by iShares, the fund carries $79.7B in assets under management, an expense ratio of 0.18%, a dividend yield of 1.44%. Its largest holding is Amazon.com Inc (AMZN), which represents 5.9% of the portfolio. Real Estate is the fund's largest sector exposure at 3.8%.

About VOO

VOO (Vanguard S&P 500 ETF) is Tracks the S&P 500 index of 500 large US companies. Managed by Vanguard, the fund carries $1.7T in assets under management, an expense ratio of 0.03%, a dividend yield of 1.07%. Its largest holding is NVIDIA Corp (NVDA), which represents 7.9% of the portfolio. Real Estate is the fund's largest sector exposure at 1.8%.