ETF Versus

IWD vs IWF

iShares Russell 1000 Value ETF vs iShares Russell 1000 Growth ETF

Last updated: 2026-04-10

IWD iShares

iShares Russell 1000 Value ETF (IWD) is an exchange-traded fund issued by iShares that provides exposure to large-cap U.S. value stocks trading at below-market valuations. It charges a moderate expense ratio of 0.18%. The fund offers a moderate dividend yield of 1.61%. Launched in 2000, the fund has a 26-year track record.

AUM: $73.0B ER: 0.18% Yield: 1.61% Since: May 22, 2000
IWF iShares

iShares Russell 1000 Growth ETF (IWF) is an exchange-traded fund issued by iShares that provides exposure to large-cap U.S. growth stocks with above-average earnings potential. It charges a moderate expense ratio of 0.18%. The fund offers a modest dividend yield of 0.38%. Launched in 2000, the fund has a 26-year track record.

AUM: $116.5B ER: 0.18% Yield: 0.38% Since: May 22, 2000

Quick Verdict

IWF has edged ahead over the past year (29.9% vs 28.1%). Income investors may prefer IWD for its higher yield (1.6% vs 0.4%).

Key Metrics

Metric IWD IWF
Expense Ratio 0.18% 0.18%
Dividend Yield 1.6% 0.4%
Fund Family iShares iShares
Category US Large Cap Value US Large Cap Growth

Performance Chart

Indexed to 100 at start (5-year comparison)

80 102 124 146 168 190 2021-04 2022-07 2023-10 2025-01 2026-04
IWD +43.4%
IWF +73.8%

Performance Comparison

Period IWD IWF Difference
1 Month +2.11% -1.05% +3.16%
3 Months +2.04% -6.42% +8.46%
6 Months +10.22% -4.69% +14.91%
YTD +4.70% -5.33% +10.03%
1 Year +28.09% +29.88% -1.79%
3 Years +44.59% +84.44% -39.85%
5 Years +43.38% +73.81% -30.43%

Fee Impact Over Time

Estimated fee cost difference assuming 8% annual returns

Investment Period IWD Fees IWF Fees You Save
$10,000 10 years $357 $357 $0
$10,000 20 years $1,529 $1,529 $0
$10,000 30 years $4,912 $4,912 $0
$50,000 10 years $1,786 $1,786 $0
$50,000 30 years $24,558 $24,558 $0
$100,000 30 years $49,116 $49,116 $0

Risk Metrics

Based on 5 years of daily returns

Metric IWD IWF
Annualized Volatility 14.9% 21.4%
Max Drawdown -20.3% -33.1%
Sharpe Ratio 0.26 0.42

Dividend Comparison

Metric IWD IWF
Annual Dividend (per share) $3.58 $1.69
Dividend Yield 1.61% 0.38%
Distribution Frequency Quarterly Quarterly

Top Holdings

2 of top 9 holdings overlap (22% overlap in top holdings)

IWD Top Holdings

NameWeight
Berkshire Hathaway Inc.BRK.B2.81%
JPMorgan Chase & Co.JPM2.65%
Exxon Mobil CorporationXOM2.09%
Amazon.com, Inc.AMZN1.85%
Johnson & JohnsonJNJ1.84%
Alphabet Inc.GOOG1.68%
Walmart Inc.WMT1.58%
Micron Technology, Inc.MU1.44%
Chevron CorporationCVX1.15%

IWF Top Holdings

NameWeight
NVIDIA CorporationNVDA12.99%
Apple Inc.AAPL11.43%
Microsoft CorporationMSFT8.59%
Broadcom Inc.AVGO5.22%
Amazon.com, Inc.AMZN4.76%
Meta Platforms, Inc.META3.56%
Tesla, Inc.TSLA3.15%
Alphabet Inc.GOOG3.03%
Eli Lilly and CompanyLLY2.65%

Which One Should You Choose?

Choose IWD if...

you prioritize dividend income and want higher regular distributions from your portfolio.

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