IWD vs. IVE ETF Comparison

Comparison of iShares Russell 1000 Value ETF (IWD) to iShares S&P 500 Value ETF (IVE)
IWD

iShares Russell 1000 Value ETF

IWD Description

The investment seeks to track the investment results of an index composed of large- and mid-capitalization U.S. equities that exhibit value characteristics. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the Russell 1000 Value Index (the "underlying index"), which measures the performance of large- and mid-capitalization value sectors of the U.S. equity market. It is a subset of the Russell 1000® Index, which measures the performance of the large-capitalization sector of the U.S. equity market.

Grade (RS Rating)

Last Trade

$187.62

Average Daily Volume

1,598,882

Number of Holdings *

10

* may have additional holdings in another (foreign) market
IVE

iShares S&P 500 Value ETF

IVE Description The investment seeks to track the investment results of an index composed of large-capitalization U.S. equities that exhibit value characteristics. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the S&P 500® Value Index (the "underlying index"), which measures the performance of the large-capitalization value sector of the U.S. equity market.

Grade (RS Rating)

Last Trade

$195.82

Average Daily Volume

490,900

Number of Holdings *

437

* may have additional holdings in another (foreign) market
Performance
Period IWD IVE
30 Days 2.90% 2.97%
60 Days 3.63% 3.87%
90 Days 7.60% 7.61%
12 Months 20.95% 23.85%
10 Overlapping Holdings
Symbol Grade Weight in IWD Weight in IVE Overlap
BAC D 1.11% 1.0% 1.0%
BRK.A C 3.48% 1.0% 1.0%
CVX D 1.02% 1.0% 1.0%
JNJ B 1.6% 1.0% 1.0%
JPM D 2.58% 1.0% 1.0%
PG A 1.26% 1.0% 1.0%
TMO B 0.94% 1.0% 0.94%
UNH C 2.02% 1.0% 1.0%
WMT B 1.34% 1.0% 1.0%
XOM D 2.12% 1.0% 1.0%
IWD Overweight 0 Positions Relative to IVE
Symbol Grade Weight
IWD Underweight 427 Positions Relative to IVE
Symbol Grade Weight
MGM D -1.0%
LW D -1.0%
RL B -1.0%
NWS D -1.0%
CZR D -1.0%
GNRC D -1.0%
AOS D -1.0%
DVA A -1.0%
ETSY F -1.0%
DAY C -1.0%
PNR A -1.0%
PAYC D -1.0%
HST D -1.0%
CCL C -1.0%
FOX C -1.0%
PARA F -1.0%
BRO B -1.0%
POOL C -1.0%
JBL D -1.0%
LVS D -1.0%
BEN D -1.0%
CTRA F -1.0%
ULTA D -1.0%
STLD F -1.0%
WBA F -1.0%
CF C -1.0%
BBWI F -1.0%
BIO C -1.0%
EPAM D -1.0%
AAL D -1.0%
MRO D -1.0%
ALGN D -1.0%
IVZ C -1.0%
ALLE A -1.0%
BWA F -1.0%
MAS B -1.0%
FMC C -1.0%
SNA B -1.0%
MHK B -1.0%
CBOE B -1.0%
MOH C -1.0%
AKAM D -1.0%
PTC D -1.0%
ROL B -1.0%
IR D -1.0%
VRSN D -1.0%
MOS F -1.0%
FDS C -1.0%
FRT B -1.0%
DPZ D -1.0%
GL C -1.0%
HAS B -1.0%
HSIC D -1.0%
DRI C -1.0%
SOLV C -1.0%
HRL C -1.0%
FOXA C -1.0%
PODD B -1.0%
TPR C -1.0%
ENPH D -1.0%
ALB D -1.0%
MTCH C -1.0%
CRL D -1.0%
MKTX C -1.0%
INCY C -1.0%
PNW A -1.0%
AIZ C -1.0%
CPB B -1.0%
TAP C -1.0%
NWSA D -1.0%
GWW B -1.0%
STE B -1.0%
QRVO F -1.0%
MLM D -1.0%
HII D -1.0%
BR B -1.0%
DXCM F -1.0%
HUBB B -1.0%
BXP A -1.0%
LKQ D -1.0%
EXPD D -1.0%
CTLT B -1.0%
VMC D -1.0%
PWR C -1.0%
TECH D -1.0%
TFX B -1.0%
EMN A -1.0%
STX D -1.0%
ANSS D -1.0%
FFIV A -1.0%
IPG C -1.0%
CHRW C -1.0%
DAL C -1.0%
AES C -1.0%
REG B -1.0%
COO B -1.0%
NUE D -1.0%
WAT C -1.0%
TTWO D -1.0%
JNPR B -1.0%
JKHY A -1.0%
KMX D -1.0%
GRMN D -1.0%
SJM C -1.0%
PCAR D -1.0%
CPT B -1.0%
UDR B -1.0%
NDSN C -1.0%
MNST C -1.0%
TRMB C -1.0%
JBHT D -1.0%
VTRS C -1.0%
EVRG A -1.0%
CHD B -1.0%
BG F -1.0%
DLTR F -1.0%
RVTY B -1.0%
GEN B -1.0%
UHS B -1.0%
L C -1.0%
UAL C -1.0%
IEX D -1.0%
NI A -1.0%
SBAC B -1.0%
LNT A -1.0%
NXPI F -1.0%
NTAP D -1.0%
SWK B -1.0%
DFS C -1.0%
KEY B -1.0%
ROK D -1.0%
HWM B -1.0%
KIM B -1.0%
CAG B -1.0%
DOC B -1.0%
IRM A -1.0%
AMCR B -1.0%
PH B -1.0%
SWKS F -1.0%
NRG C -1.0%
IP B -1.0%
WBD D -1.0%
TXT D -1.0%
CDW D -1.0%
AZO C -1.0%
ZBRA C -1.0%
ON D -1.0%
TSCO B -1.0%
EG B -1.0%
MCHP D -1.0%
IDXX C -1.0%
DGX B -1.0%
PFG C -1.0%
CHTR D -1.0%
VRSK D -1.0%
AVY B -1.0%
DG F -1.0%
CNP C -1.0%
LUV C -1.0%
WRB C -1.0%
J D -1.0%
RSG B -1.0%
CSGP D -1.0%
HSY B -1.0%
ORLY B -1.0%
PKG B -1.0%
NTRS B -1.0%
MTD D -1.0%
ARE B -1.0%
FAST C -1.0%
TSN C -1.0%
MAA A -1.0%
HOLX B -1.0%
CFG C -1.0%
BBY B -1.0%
GPC D -1.0%
LH B -1.0%
LEN B -1.0%
APTV F -1.0%
ESS A -1.0%
MSCI C -1.0%
EQT D -1.0%
SYF D -1.0%
TER D -1.0%
OMC B -1.0%
BAX C -1.0%
ATO A -1.0%
AME D -1.0%
EA C -1.0%
BALL C -1.0%
OKE A -1.0%
CMS A -1.0%
TDY B -1.0%
WDC D -1.0%
YUM B -1.0%
CLX B -1.0%
AMP B -1.0%
RF C -1.0%
MKC B -1.0%
EL F -1.0%
K A -1.0%
LDOS B -1.0%
HBAN B -1.0%
CINF B -1.0%
ZBH D -1.0%
INVH B -1.0%
RJF C -1.0%
WY C -1.0%
AEE A -1.0%
EFX B -1.0%
OTIS C -1.0%
HPE F -1.0%
FE B -1.0%
FSLR D -1.0%
TROW D -1.0%
SW B -1.0%
EOG D -1.0%
PPL A -1.0%
ES B -1.0%
DOV B -1.0%
TT A -1.0%
VLTO B -1.0%
LYB F -1.0%
MRNA F -1.0%
PAYX B -1.0%
EW D -1.0%
VTR B -1.0%
DTE A -1.0%
ABNB D -1.0%
KEYS C -1.0%
STT B -1.0%
HAL F -1.0%
ADSK B -1.0%
EQR B -1.0%
IFF B -1.0%
ETR A -1.0%
DVN F -1.0%
MPC F -1.0%
CAH B -1.0%
TEL D -1.0%
BX A -1.0%
GPN C -1.0%
IQV C -1.0%
MTB B -1.0%
AWK A -1.0%
FITB B -1.0%
KHC C -1.0%
DLR A -1.0%
WAB B -1.0%
BIIB F -1.0%
PPG C -1.0%
FCX D -1.0%
ADM D -1.0%
HPQ D -1.0%
EBAY A -1.0%
WEC B -1.0%
WTW B -1.0%
CARR A -1.0%
NDAQ B -1.0%
CEG C -1.0%
ECL A -1.0%
MSI B -1.0%
CTAS B -1.0%
XYL D -1.0%
GEV B -1.0%
PSA A -1.0%
AJG A -1.0%
GLW C -1.0%
AVB B -1.0%
APH D -1.0%
WMB A -1.0%
CSX D -1.0%
EIX B -1.0%
SPG B -1.0%
ROP B -1.0%
BKR D -1.0%
DD B -1.0%
HIG B -1.0%
CBRE B -1.0%
VICI B -1.0%
XEL B -1.0%
ITW B -1.0%
KR B -1.0%
ED B -1.0%
RMD B -1.0%
DOW F -1.0%
OXY F -1.0%
EXR A -1.0%
AON B -1.0%
GEHC C -1.0%
CTSH B -1.0%
ZTS B -1.0%
CTVA B -1.0%
EXC A -1.0%
KDP B -1.0%
CNC C -1.0%
COP F -1.0%
COR B -1.0%
SYY C -1.0%
STZ C -1.0%
HCA A -1.0%
MCO B -1.0%
PEG A -1.0%
WM D -1.0%
A C -1.0%
CMI C -1.0%
EQIX B -1.0%
KMI B -1.0%
GIS B -1.0%
SHW A -1.0%
F D -1.0%
PRU C -1.0%
SBUX C -1.0%
DE B -1.0%
AXP B -1.0%
KVUE B -1.0%
ETN C -1.0%
VRTX C -1.0%
SYK B -1.0%
HUM F -1.0%
PCG B -1.0%
LHX C -1.0%
VLO F -1.0%
ADI D -1.0%
MET B -1.0%
FIS A -1.0%
TJX B -1.0%
JCI B -1.0%
D B -1.0%
FI B -1.0%
REGN C -1.0%
AIG D -1.0%
ALL A -1.0%
CCI B -1.0%
KMB C -1.0%
CME B -1.0%
BK A -1.0%
BA F -1.0%
SRE B -1.0%
TRV A -1.0%
BSX B -1.0%
MMC A -1.0%
CL C -1.0%
O B -1.0%
COF D -1.0%
AEP A -1.0%
PSX F -1.0%
GM C -1.0%
NKE D -1.0%
AFL B -1.0%
NSC C -1.0%
EMR D -1.0%
ISRG B -1.0%
TFC D -1.0%
MDLZ B -1.0%
SLB F -1.0%
NEM B -1.0%
APD B -1.0%
AMT B -1.0%
FDX C -1.0%
MCK F -1.0%
BDX D -1.0%
ADP A -1.0%
GD B -1.0%
CAT C -1.0%
TGT C -1.0%
USB C -1.0%
PNC B -1.0%
NOC B -1.0%
MMM A -1.0%
CVS D -1.0%
PGR B -1.0%
WELL B -1.0%
PYPL B -1.0%
INTC F -1.0%
UNP B -1.0%
QCOM D -1.0%
DUK B -1.0%
SPGI A -1.0%
UPS D -1.0%
MO C -1.0%
ICE B -1.0%
SCHW D -1.0%
SO A -1.0%
GILD B -1.0%
ACN C -1.0%
MU F -1.0%
CI B -1.0%
BMY C -1.0%
TMUS A -1.0%
GE A -1.0%
LIN B -1.0%
MA A -1.0%
TXN D -1.0%
C D -1.0%
MCD B -1.0%
CB B -1.0%
PLD B -1.0%
MDT B -1.0%
LMT B -1.0%
BLK A -1.0%
PM B -1.0%
MS D -1.0%
ELV B -1.0%
HON D -1.0%
LOW B -1.0%
T A -1.0%
V A -1.0%
CMCSA D -1.0%
GS D -1.0%
PEP B -1.0%
RTX C -1.0%
PFE C -1.0%
DIS D -1.0%
NEE B -1.0%
KO B -1.0%
VZ A -1.0%
AMGN B -1.0%
DHR B -1.0%
MRK D -1.0%
IBM A -1.0%
ABT B -1.0%
WFC F -1.0%
CSCO C -1.0%
ABBV B -1.0%
HD B -1.0%
COST B -1.0%
Compare ETFs