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Data as of Sep 13, 2026. Both funds on the fields they both publish, from the same sources.

ETFIQetfiq.com · independent ETF data

EEM vs IWD: how they differ

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

iShares MSCI Emerging Markets ETF and iShares Russell 1000 Value ETF.

What they hold in common

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

Positions EEM and IWD both hold, largest shared weight first
HoldingEEMIWD
BLK CSH FND TREASURY SL AGENCY0.39%0.13%
HINDUSTAN AERONAUTICS LTD0.07%0.08%
SOUTHERN COPPER CORP0.14%0.04%
MOTOR OIL (HELLAS) CORINTH REFINER0.03%0.03%
BUDIMEX SA0.02%0.14%
XP CLASS A INC0.06%0.02%
JBS N V NV CLASS A0.03%0.01%
SANLAM LIMITED LTD0.07%0.01%
Largest positions each one holds and the other does not
Only in EEMOnly in IWD
TAIWAN SEMICONDUCTOR MANUFACTURING 15.18%AMAZON.COM INC 6.04%
SAMSUNG ELECTRONICS LTD 7.46%APPLE 5.83%
SK HYNIX 6.07%MICROSOFT 4.93%
TENCENT HOLDINGS 2.65%BERKSHIRE HATHAWAY INC CLASS B 2.54%
ALIBABA GROUP HOLDING 1.82%JPMORGAN CHASE & CO 2.54%
MEDIATEK 1.71%EXXONMOBIL HOLDINGS CORP 1.85%
SAMSUNG ELECTRONICS NON VOTING PRE 0.97%JOHNSON & JOHNSON 1.73%
CHINA CONSTRUCTION BANK CORP H 0.83%INTEL CORPORATION 1.23%

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 Sep 10, 2026.

EEM and IWD on the fields both publish, as of Sep 13, 2026. Source: ETFIQ.
EEM
iShares MSCI Emerging Markets ETF
IWD
iShares Russell 1000 Value ETF
Where it sitsCore index fundCore index fund
IssueriSharesiShares
What it isEmerging marketsRussell 1000 value
Total return, 1 year+32.3%+27.4%
S&P 500 over the same days+17.5%+17.5%
Gap to the S&P 500+14.8 pts+9.9 pts
Expense ratio0.72%0.18%
Already in the S&P 5000.0%90.2%
Holdings965814

EEM in plain words

EEM is an index equity fund tracking the Emerging markets. Over the year to Sep 11, 2026 it returned +32.3% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.72% a year. By its holdings filed for Sep 10, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 965 positions, with the top ten at 38.3%. It sat 4.7% below its high of Jun 22, 2026 on Sep 11, 2026.

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 Sep 10, 2026, 90% of the fund by weight is stocks the S&P 500 also holds, across 814 positions, with the top ten at 29.0%.

Questions people ask

Which returned more over the last year, EEM or IWD?
In the year to Sep 13, 2026, with distributions reinvested, EEM returned +32.3% and IWD returned +27.4%, so EEM returned more. One year is one year; the longer windows are in the table.
Which is cheaper, EEM or IWD?
EEM charges 0.72% a year and IWD charges 0.18%, so IWD is cheaper. Fees come from each fund's prospectus.
How much do EEM and IWD overlap with the S&P 500?
By their latest filed holdings, 0% of EEM 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.

EEM against IWD, ETFIQ, data as of Sep 13, 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, EEM against IWD, data as of Sep 13, 2026. https://etfiq.com/compare/any/eem-vs-iwd Free to use with attribution; the underlying files are at Open data.

A comparison is not a recommendation. Standards and sources