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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

IYW vs VLUE: how they differ

IYW and VLUE hold 13% of their weight in the same names, and VLUE returned more over the year.

iShares U.S. Technology ETF and iShares MSCI USA Value Factor ETF.

What they hold in common

By the books each fund has filed, IYW and VLUE hold 13% of their money in the same securities at the same weight.

Positions IYW and VLUE both hold, largest shared weight first
HoldingIYWVLUE
MICRON TECHNOLOGY, INC.2.98%11.63%
INTEL CORPORATION2.56%9.29%
APPLIED MATERIALS, INC.1.92%3.67%
QUALCOMM INCORPORATED1.18%1.80%
WESTERN DIGITAL CORPORATION0.91%1.89%
DELL TECHNOLOGIES INC.0.40%0.86%
STRATEGY INC0.32%0.30%
ON SEMICONDUCTOR CORPORATION0.25%0.78%
HEWLETT PACKARD ENTERPRISE COMPANY0.23%1.30%
JABIL INC.0.21%0.57%
ROPER TECHNOLOGIES, INC.0.23%0.21%
FLEX LTD.0.21%0.25%
Largest positions each one holds and the other does not
Only in IYWOnly in VLUE
NVIDIA CORPORATION 16.25%CISCO SYSTEMS, INC. 4.97%
APPLE INC. 13.65%GENERAL MOTORS COMPANY 3.16%
ALPHABET INC. 7.84%VERIZON COMMUNICATIONS INC. 2.66%
ALPHABET INC. 6.34%AT&T INC. 2.53%
MICROSOFT CORPORATION 3.99%CITIGROUP INC. 1.94%
BROADCOM INC. 3.78%BANK OF AMERICA CORPORATION 1.88%
ADVANCED MICRO DEVICES, INC. 3.50%FEDEX CORPORATION 1.69%
META PLATFORMS, INC. 2.81%MERCK & CO., INC. 1.57%

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.

IYW and VLUE on the fields both publish, as of Sep 12, 2026. Source: ETFIQ.
IYW
iShares U.S. Technology ETF
VLUE
iShares MSCI USA Value Factor ETF
Where it sitsCore index fundCore index fund
IssueriSharesiShares
What it isU.S. TechnologyMSCI USA Value Factor
Total return, 1 year+34.9%+69.4%
S&P 500 over the same days+17.5%+17.5%
Gap to the S&P 500+17.4 pts+51.9 pts
Expense ratio0.37%0.15%
Already in the S&P 50095.5%96.9%
Holdings139148

IYW in plain words

IYW is an index equity fund tracking the U.S. Technology. Over the year to Sep 11, 2026 it returned +34.9% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.37% a year. By its holdings filed for Apr 30, 2026, 96% of the fund by weight is stocks the S&P 500 also holds, across 139 positions, with the top ten at 63.7%.

VLUE in plain words

VLUE is an index equity fund tracking the MSCI USA Value Factor. Over the year to Sep 11, 2026 it returned +69.4% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.15% a year. By its holdings filed for Apr 30, 2026, 97% of the fund by weight is stocks the S&P 500 also holds, across 148 positions, with the top ten at 43.6%.

Questions people ask

Which returned more over the last year, IYW or VLUE?
In the year to Sep 12, 2026, with distributions reinvested, IYW returned +34.9% and VLUE returned +69.4%, so VLUE returned more. One year is one year; the longer windows are in the table.
Which is cheaper, IYW or VLUE?
IYW charges 0.37% a year and VLUE charges 0.15%, so VLUE is cheaper. Fees come from each fund's prospectus.
How much do IYW and VLUE overlap with the S&P 500?
By their latest filed holdings, 96% of IYW and 97% of VLUE by weight is stocks the S&P 500 already holds. Between the two funds, 13% 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.

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

A comparison is not a recommendation. Standards and sources