Get the weekly note

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

ETFIQetfiq.com · independent ETF data

IWD vs VOX: how they differ

IWD and VOX hold 3% of their weight in the same names, and IWD returned more over the year.

iShares Russell 1000 Value ETF and Vanguard Communication Services Index Fund.

What they hold in common

By the books each fund has filed, IWD and VOX hold 3% of their money in the same securities at the same weight.

Positions IWD and VOX both hold, largest shared weight first
HoldingIWDVOX
META PLATFORMS, INC.0.63%21.12%
VERIZON COMMUNICATIONS INC.0.50%4.17%
THE WALT DISNEY COMPANY0.48%3.96%
AT&T INC.0.39%3.69%
COMCAST CORPORATION0.24%2.36%
T-MOBILE US, INC.0.23%2.50%
WARNER BROS. DISCOVERY, INC.0.18%2.74%
ELECTRONIC ARTS INC.0.12%2.00%
LIBERTY MEDIA CORP - FORMULA ONE GROUP0.06%1.16%
OMNICOM GROUP INC.0.06%1.38%
CHARTER COMMUNICATIONS, INC.0.03%0.73%
THE NEW YORK TIMES COMPANY0.03%0.70%
Largest positions each one holds and the other does not
Only in IWDOnly in VOX
AMAZON.COM, INC. 5.95%Alphabet Inc 16.14%
APPLE INC. 5.38%Alphabet Inc 10.61%
MICROSOFT CORPORATION 3.89%Netflix Inc 4.77%
BERKSHIRE HATHAWAY INC. 2.62%Take-Two Interactive Software Inc 2.09%
JPMORGAN CHASE & CO. 2.46%Live Nation Entertainment Inc 1.65%
INTEL CORPORATION 1.72%ROBLOX Corp 1.37%
JOHNSON & JOHNSON 1.72%Reddit Inc 1.07%
EXXON MOBIL CORPORATION 1.60%Lumen Technologies Inc 0.65%

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 Jun 30, 2026 and May 31, 2026.

IWD and VOX on the fields both publish, as of Sep 12, 2026. Source: ETFIQ.
IWD
iShares Russell 1000 Value ETF
VOX
Vanguard Communication Services Index Fund
Where it sitsCore index fundCore index fund
IssueriSharesVanguard
What it isRussell 1000 valueCommunication Services
Total return, 1 year+27.4%+2.9%
S&P 500 over the same days+17.5%+17.5%
Gap to the S&P 500+9.9 pts−14.6 pts
Expense ratio0.18%0.09%
Already in the S&P 50090.2%84.5%
Holdings870114

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%.

VOX in plain words

VOX is an index equity fund tracking the Communication Services. Over the year to Sep 11, 2026 it returned +2.9% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.09% a year. By its holdings filed for May 31, 2026, 84% of the fund by weight is stocks the S&P 500 also holds, across 114 positions, with the top ten at 72.1%. It sat 4.3% below its high of Jan 29, 2026 on Sep 11, 2026.

Questions people ask

Which returned more over the last year, IWD or VOX?
In the year to Sep 12, 2026, with distributions reinvested, IWD returned +27.4% and VOX returned +2.9%, so IWD returned more. One year is one year; the longer windows are in the table.
Which is cheaper, IWD or VOX?
IWD charges 0.18% a year and VOX charges 0.09%, so VOX is cheaper. Fees come from each fund's prospectus.
How much do IWD and VOX overlap with the S&P 500?
By their latest filed holdings, 90% of IWD and 84% of VOX by weight is stocks the S&P 500 already holds. Between the two funds, 3% of their books are the same securities at the same weight.

Other comparisons

Where to next

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.

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

A comparison is not a recommendation. Standards and sources