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Data as of Sep 12, 2026. Both funds on the fields they both publish, from the same sources.

ETFIQetfiq.com · independent ETF data

BINC vs IWD: how they differ

BINC and IWD hold 0% of their weight in the same names, and IWD returned more over the year.

iShares Flexible Income Active ETF and iShares Russell 1000 Value ETF.

What they hold in common

By the books each fund has filed, BINC and IWD hold 0% of their money in the same securities at the same weight.

Largest positions each one holds and the other does not
Only in BINCOnly in IWD
UMBS, TBA 5.13%AMAZON.COM, INC. 5.95%
UMBS, TBA 2.81%APPLE INC. 5.38%
UMBS, TBA 2.14%MICROSOFT CORPORATION 3.89%
UMBS, TBA 2.10%BERKSHIRE HATHAWAY INC. 2.62%
UMBS, TBA 1.52%JPMORGAN CHASE & CO. 2.46%
iShares iBoxx USD High Yield Corporate B 1.02%INTEL CORPORATION 1.72%
iShares iBoxx USD Investment Grade Corpo 0.64%JOHNSON & JOHNSON 1.72%
UMBS, TBA 0.53%EXXON MOBIL CORPORATION 1.60%

Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed. Above 50%, holding both is close to holding one of them twice. Holdings dated Apr 30, 2026 and Jun 30, 2026.

BINC and IWD on the fields both publish, as of Sep 12, 2026. Source: ETFIQ.
BINC
iShares Flexible Income Active ETF
IWD
iShares Russell 1000 Value ETF
Where it sitsCore index fundCore index fund
IssueriSharesiShares
What it isFlexible IncomeRussell 1000 value
Total return, 1 year+2.0%+27.4%
S&P 500 over the same days+17.5%+17.5%
Gap to the S&P 500−15.5 pts+9.9 pts
Expense rationot published0.18%
Already in the S&P 5002.4%90.2%
Holdings4124870

BINC in plain words

BINC is an index equity fund tracking the Flexible Income. Over the year to Sep 11, 2026 it returned +2.0% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. By its holdings filed for Apr 30, 2026, 2% of the fund by weight is stocks the S&P 500 also holds, across 4124 positions, with the top ten at 17.4%.

IWD in plain words

IWD is an index equity fund tracking the Russell 1000 value. Over the year to Sep 11, 2026 it returned +27.4% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.18% a year. By its holdings filed for Jun 30, 2026, 90% of the fund by weight is stocks the S&P 500 also holds, across 870 positions, with the top ten at 27.9%.

Questions people ask

Which returned more over the last year, BINC or IWD?
In the year to Sep 12, 2026, with distributions reinvested, BINC returned +2.0% and IWD returned +27.4%, so IWD returned more. One year is one year; the longer windows are in the table.
How much do BINC and IWD overlap with the S&P 500?
By their latest filed holdings, 2% of BINC and 90% of IWD by weight is stocks the S&P 500 already holds. Between the two funds, 0% of their books are the same securities at the same weight.

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Where these figures came from

ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.

BINC against IWD, ETFIQ, data as of Sep 12, 2026. Every figure is arithmetic on a named public source; the method is at etfiq.com/methodology. A comparison is not a recommendation.

Cite this page. ETFIQ, BINC against IWD, data as of Sep 12, 2026. https://etfiq.com/compare/any/BINC-IWD Free to use with attribution; the underlying files are at Open data.

A comparison is not a recommendation. Standards and sources