IWD vs VLUE
iShares Russell 1000 Value ETF vs iShares MSCI USA Value Factor ETF
Last updated: 2026-04-10
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.
iShares MSCI USA Value Factor ETF (VLUE) is an exchange-traded fund issued by iShares that provides exposure to us factor - value securities. It charges a low expense ratio of 0.15%. The fund offers a moderate dividend yield of 1.86%. Launched in 2013, the fund has a 13-year track record.
Quick Verdict
VLUE has a slightly lower expense ratio (0.15% vs 0.18%), saving about $59 per $10,000 over 10 years. Over the past year, VLUE has significantly outperformed with a 56.6% return vs 28.1%.
Key Metrics
Performance Chart
Indexed to 100 at start (5-year comparison)
Performance Comparison
Fee Impact Over Time
Estimated fee cost difference assuming 8% annual returns
Risk Metrics
Based on 5 years of daily returns
Dividend Comparison
Top Holdings
1 of top 9 holdings overlap (11% overlap in top holdings)
IWD Top Holdings
| Name | Weight |
|---|---|
| Berkshire Hathaway Inc.BRK.B | 2.81% |
| JPMorgan Chase & Co.JPM | 2.65% |
| Exxon Mobil CorporationXOM | 2.09% |
| Amazon.com, Inc.AMZN | 1.85% |
| Johnson & JohnsonJNJ | 1.84% |
| Alphabet Inc.GOOG | 1.68% |
| Walmart Inc.WMT | 1.58% |
| Micron Technology, Inc.MU | 1.44% |
| Chevron CorporationCVX | 1.15% |
VLUE Top Holdings
| Name | Weight |
|---|---|
| Micron Technology, Inc.MU | 10.04% |
| Intel CorporationINTC | 6.36% |
| Cisco Systems, Inc.CSCO | 5.39% |
| Applied Materials, Inc.AMAT | 3.93% |
| General Motors CompanyGM | 3.46% |
| Verizon Communications Inc.VZ | 2.92% |
| AT&T Inc.T | 2.90% |
| Citigroup Inc.C | 2.06% |
| Bank of America CorporationBAC | 2.00% |
| Merck & Co., Inc.MRK | 1.94% |
Which One Should You Choose?
Choose VLUE if...
you want the lowest fees and plan to buy and hold long-term. Over decades, the expense ratio difference compounds significantly.
Choose VLUE if...
recent performance momentum matters to your strategy. Note that past performance doesn't guarantee future results.