IWD vs VTI: Complete Comparison
iShares Russell 1000 Value ETF vs Vanguard Total Stock Market 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 VTI wins this comparison
Key Factors
โถAdditional Metrics (5)
Bottom line: VTI wins with better expense ratio and number of holdings and 5-year return. Consider VTI for your portfolio, but IWD is still a solid choice if you prefer its specific advantages.
Detailed Overlap Analysis
5 shared holdings representing 12.4% portfolio overlap
Top Shared Holdings
| # | Stock | IWD Weight | VTI Weight | Overlap |
|---|---|---|---|---|
| 1 | AMZN AMZN | 2.01% | 3.00% | 2.01% |
| 2 | GOOGL GOOGL | 2.17% | 1.77% | 1.77% |
| 3 | GOOG GOOG | 1.77% | 1.52% | 1.52% |
| 4 | JPM JPM | 2.93% | 1.19% | 1.19% |
| 5 | META META | 0.87% | 2.02% | 0.87% |
Overlap by Sector
Showing top 5 sectors by overlap contribution
Top Holdings Only in IWD
Unique to IWD
| Symbol | Name | Weight |
|---|---|---|
| BRK-B | BRK-B | 3.07% |
| XOM | XOM | 1.68% |
| JNJ | JNJ | 1.63% |
| WMT | WMT | 1.49% |
| BAC | BAC | 1.12% |
Top Holdings Only in VTI
Unique to VTI
| Symbol | Name | Weight |
|---|---|---|
| AAPL | Apple Inc | 5.80% |
| MSFT | Microsoft Corp | 5.45% |
| NVDA | NVIDIA Corp | 4.25% |
| BRK.B | Berkshire Hathaway Inc Class B | 1.44% |
| TSLA | Tesla Inc | 1.36% |
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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