VTV vs IWD: Complete Comparison
Vanguard Value ETF vs iShares Russell 1000 Value 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 IWD wins this comparison
Key Factors
โถAdditional Metrics (5)
Bottom line: IWD wins with better number of holdings. Consider IWD for your portfolio, but VTV is still a solid choice if you prefer its specific advantages.
Detailed Overlap Analysis
7 shared holdings representing 13.3% portfolio overlap
Top Shared Holdings
| # | Stock | VTV Weight | IWD Weight | Overlap |
|---|---|---|---|---|
| 1 | JPM JPMorgan Chase & Co | 3.85% | 2.93% | 2.93% |
| 2 | XOM Exxon Mobil Corp | 3.25% | 1.68% | 1.68% |
| 3 | JNJ Johnson & Johnson | 2.65% | 1.63% | 1.63% |
| 4 | BAC Bank of America | 1.95% | 1.12% | 1.12% |
| 5 | PG Procter & Gamble | 2.25% | 1.09% | 1.09% |
| 6 | UNH UnitedHealth Group | 2.85% | 0.99% | 0.99% |
| 7 | CVX Chevron Corp | 2.05% | 0.96% | 0.96% |
Overlap by Sector
Showing top 5 sectors by overlap contribution
Top Holdings Only in VTV
Unique to VTV
| Symbol | Name | Weight |
|---|---|---|
| BRK.B | Berkshire Hathaway Inc Class B | 4.85% |
| V | Visa Inc | 2.45% |
| ABBV | AbbVie Inc | 1.85% |
Top Holdings Only in IWD
Unique to IWD
| Symbol | Name | Weight |
|---|---|---|
| BRK-B | BRK-B | 3.07% |
| GOOGL | GOOGL | 2.17% |
| AMZN | AMZN | 2.01% |
| GOOG | GOOG | 1.77% |
| WMT | WMT | 1.49% |
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.
Want deeper analysis on VTV or IWD?
Complement your EigenDex analysis with these research tools.
Some links may be affiliate links. We may earn a commission at no extra cost to you. This helps support EigenDex as a free tool. We only recommend tools we believe provide genuine value to investors.