IWD vs VOO: Complete Comparison
iShares Russell 1000 Value ETF vs Vanguard S&P 500 ETF โ overlap, correlation, performance & risk analysis
Visual Overlap
Price Performance
Historical price comparison over 3M
๐Performance Comparison
โ ๏ธRisk Metrics
Interpretation:
- ๐ Lower volatility = smoother ride
- โก Higher Sharpe/Sortino = better risk-adjusted returns
- โ ๏ธ Smaller max drawdown = less worst-case pain
- ๐ Beta > 1 = more volatile than S&P 500
โ๏ธHead-to-Head Comparison
๐ VOO wins this comparison
Key Factors
โถAdditional Metrics (5)
Bottom line: VOO wins with better expense ratio and 5-year return. Consider VOO for your portfolio, but IWD is still a solid choice if you prefer its specific advantages.
Detailed Overlap Analysis
363 shared holdings representing 41.1% portfolio overlap
Top Shared Holdings
| # | Stock | IWD Weight | VOO Weight | Overlap |
|---|---|---|---|---|
| 1 | GOOGL GOOGL | 2.17% | 3.18% | 2.17% |
| 2 | AMZN AMZN | 2.01% | 3.86% | 2.01% |
| 3 | GOOG GOOG | 1.77% | 2.55% | 1.77% |
| 4 | BRK-B BRK-B | 3.07% | 1.61% | 1.61% |
| 5 | JPM JPM | 2.93% | 1.40% | 1.40% |
| 6 | META META | 0.87% | 2.40% | 0.87% |
| 7 | JNJ JNJ | 1.63% | 0.85% | 0.85% |
| 8 | XOM XOM | 1.68% | 0.84% | 0.84% |
| 9 | WMT WMT | 1.49% | 0.83% | 0.83% |
| 10 | TJX TJX | 0.29% | 0.29% | 0.29% |
Overlap by Sector
Showing top 5 sectors by overlap contribution
Top Holdings Only in IWD
Unique to IWD
| Symbol | Name | Weight |
|---|---|---|
| BAC | BAC | 1.12% |
| PG | PG | 1.09% |
| CSCO | CSCO | 1.05% |
| UNH | UNH | 0.99% |
| WFC | WFC | 0.97% |
Top Holdings Only in VOO
Unique to VOO
| Symbol | Name | Weight |
|---|---|---|
| NVDA | NVDA | 7.37% |
| AAPL | AAPL | 7.07% |
| MSFT | MSFT | 6.24% |
| AVGO | AVGO | 3.24% |
| TSLA | TSLA | 2.06% |
Price Correlation
How We Calculate Overlap
We use the minimum weight method with normalization to calculate portfolio overlap:
Overlap = ฮฃ min(weightA, weightB) for each shared holdingNormalization: Holdings weights are normalized to sum to 100% before comparison. This ensures accurate overlap calculations even when analyzing partial holdings data (e.g., top 50 positions).
Conservative approach: We consider only the smaller allocation for each shared position, giving you a realistic view of true portfolio overlap.
๐ This analysis is based on publicly available holdings data. For the most current and complete holdings information, please visit the official ETF provider websites.
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