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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

IWD vs VXF: how they differ

IWD and VXF hold 9% of their weight in the same names, and IWD returned more over the year.

iShares Russell 1000 Value ETF and Vanguard Extended Market Index Fund.

What they hold in common

By the books each fund has filed, IWD and VXF hold 9% of their money in the same securities at the same weight.

Positions IWD and VXF both hold, largest shared weight first
HoldingIWDVXF
CHENIERE ENERGY, INC.0.13%0.59%
FERGUSON ENTERPRISES INC.0.12%0.54%
SUNBELT RENTALS HOLDINGS, INC.0.09%0.36%
STRATEGY INC0.08%0.34%
MKS, INCORPORATED.0.08%0.35%
ILLUMINA, INC.0.07%0.31%
TWILIO INC.0.07%0.37%
Markel Group Inc.0.07%0.29%
ENTEGRIS, INC.0.07%0.32%
OKTA, INC.0.07%0.27%
ROYALTY PHARMA PLC0.07%0.26%
ZOOM COMMUNICATIONS, INC.0.07%0.27%
Largest positions each one holds and the other does not
Only in IWDOnly in VXF
AMAZON.COM, INC. 5.95%Snowflake Inc 1.03%
APPLE INC. 5.38%Bloom Energy Corp 0.93%
MICROSOFT CORPORATION 3.89%Cloudflare Inc 0.92%
BERKSHIRE HATHAWAY INC. 2.62%Astera Labs Inc 0.76%
JPMORGAN CHASE & CO. 2.46%Rocket Lab Corp 0.61%
INTEL CORPORATION 1.72%Credo Technology Group Holding Ltd 0.52%
JOHNSON & JOHNSON 1.72%Alnylam Pharmaceuticals Inc 0.47%
EXXON MOBIL CORPORATION 1.60%Natera Inc 0.46%

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.

IWD and VXF on the fields both publish, as of Sep 12, 2026. Source: ETFIQ.
IWD
iShares Russell 1000 Value ETF
VXF
Vanguard Extended Market Index Fund
Where it sitsCore index fundCore index fund
IssueriSharesVanguard
What it isRussell 1000 valueExtended Market
Total return, 1 year+27.4%+14.1%
S&P 500 over the same days+17.5%+17.5%
Gap to the S&P 500+9.9 pts−3.4 pts
Expense ratio0.18%0.05%
Already in the S&P 50090.2%0.0%
Holdings8703365

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%.

VXF in plain words

VXF is an index equity fund tracking the Extended Market. Over the year to Sep 11, 2026 it returned +14.1% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.05% a year. By its holdings filed for Jun 30, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 3365 positions, with the top ten at 7.6%. It sat 5.1% below its high of Aug 14, 2026 on Sep 11, 2026.

Questions people ask

Which returned more over the last year, IWD or VXF?
In the year to Sep 12, 2026, with distributions reinvested, IWD returned +27.4% and VXF returned +14.1%, so IWD returned more. One year is one year; the longer windows are in the table.
Which is cheaper, IWD or VXF?
IWD charges 0.18% a year and VXF charges 0.05%, so VXF is cheaper. Fees come from each fund's prospectus.
How much do IWD and VXF overlap with the S&P 500?
By their latest filed holdings, 90% of IWD and 0% of VXF by weight is stocks the S&P 500 already holds. Between the two funds, 9% 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.

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

A comparison is not a recommendation. Standards and sources