Which returned more over the last year, IUSB or IWD?

In the year to Oct 28, 2026, with distributions reinvested, IUSB returned −1.2% and IWD +27.5%.

Which is cheaper, IUSB or IWD?

IUSB is cheaper, by 0.12 percentage points a year. That is about $12 on $10,000 held for a year. Fees come from each fund's prospectus.

Data as of Oct 28, 2026.

Across categories

IUSB vs IWD: Differences, Returns & Fees

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Over the year to Oct 28, 2026, IUSB returned −1.2% to IWD's +27.5%; 0% of their weight is in the same names.

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Net assets on Oct 27, 2026: $49.8bn for iShares Core Universal USD Bond ETF and $83.0bn for iShares Russell 1000 Value ETF.

IUSB on its own →IWD on its own →

At a glance

−1.2%

IUSB total return, 1 year

+27.5%

IWD total return, 1 year

0.06%

IUSB expense ratio

0.18%

IWD expense ratio

Pair scorecard

IUSB costs 0.12 points a year less; their one-year returns differ by 28.7 points; IWD is 1.7 times larger.

IUSB vs IWD: Differences, Returns & Fees
Measure	IUSB	IWD
Return
Measure	IUSB	IWD
Total return, 1 year	−1.2%	+27.5%
Benchmark
Measure	IUSB	IWD
What it tracks	Bloomberg U.S. Universal Index	Russell 1000 Value Index
Cost and size
Measure	IUSB	IWD
Expense ratio	0.06%	0.18%
Net assets, as of Oct 27, 2026	$49.8bn	$83.0bn
Holdings
Measure	IUSB	IWD
Holdings in common	0%
In the S&P 500, by weight		90%
Top ten holdings, share of the fund		29.6%

Holdings in common uses holdings dated Oct 27, 2026. Method

What they share

By the books each fund has filed, IUSB and IWD hold 0% of their money in the same securities at the same weight. Holdings dated Oct 27, 2026.

50%

0 half 100%

half

0% in common

Positions both hold · largest shared weight first IUSB IWD

Only in one fund ↓

Only in IUSB

BLK Liquidity Temp Cash Inst #21 4.75%

TREASURY NOTE 0.49%

TREASURY NOTE 0.42%

TREASURY NOTE 0.41%

TREASURY NOTE 0.38%

TREASURY NOTE 0.37%

TREASURY NOTE (2OLD) 0.36%

UMBS 15YR TBA(REG B) 0.35%

Only in IWD

APPLE 6.08%

AMAZON.COM INC 5.95%

MICROSOFT 5.21%

BERKSHIRE HATHAWAY INC CLASS B 2.67%

JPMORGAN CHASE & CO 2.37%

EXXONMOBIL HOLDINGS CORP 1.96%

JOHNSON & JOHNSON 1.71%

WALMART 1.26%

Check overlap with more funds →

Side by side

IUSB iShares Core Universal USD Bond ETF IWD iShares Russell 1000 Value ETF

Where it sits Bond ETF Stock ETF

Issuer iShares iShares

What it is Tracks an index of Universal USD Bond Tracks the Russell 1000 value

Total return, 1 year −1.2% +27.5%

Its benchmark over the same days not measured +27.7% (VONV)

Gap to its benchmark not measured −0.2 pts vs VONV

Expense ratio 0.06% 0.18%

Holdings 18338 871

Net assets, as of Oct 27, 2026 $49.8bn $83.0bn

IUSB and IWD on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.

Alert

About each fund

IUSB

IUSB tracks an index of Universal USD Bond. Over the year to Oct 28, 2026 it returned −1.2% with distributions reinvested. The prospectus expense ratio is 0.06% a year.

IWD

IWD tracks the Russell 1000 value. Over the year to Oct 28, 2026 it returned +27.5% with distributions reinvested, against +27.7% for its benchmark, the Russell 1000 Value Index. The prospectus expense ratio is 0.18% a year. By its holdings published by its issuer for Oct 27, 2026, 90% of the fund by weight is stocks the S&P 500 also holds, across 871 positions, with the top ten at 29.6%.

Questions people ask

Which returned more over the last year, IUSB or IWD?: In the year to Oct 28, 2026, with distributions reinvested, IUSB returned −1.2% and IWD +27.5%.
Which is cheaper, IUSB or IWD?: IUSB is cheaper, by 0.12 percentage points a year. That is about $12 on $10,000 held for a year. Fees come from each fund's prospectus.

Other comparisons

IUSB vs VYM IUSB vs SCHD IUSB vs VTV IUSB vs VLUE BOND vs IWD IWD vs JAAA IWD vs SGOV IWD vs TIP

Where to next

IUSB on its own →IWD on its own →Hold both: look the portfolio through →Rankings →IUSB dividend history →IUSB holdings →IWD dividend history →IWD holdings →Standards and sources →

Sources and dates

IUSB and IWD filings on SEC EDGAR ↗

IUSB prospectus with the expense ratio (SEC) ↗

iShares page for IUSB ↗

IWD prospectus with the expense ratio (SEC) ↗

iShares page for IWD ↗

Links are sources, not endorsements. A comparison is not a recommendation.

How this is computed

Overlap adds up the smaller of the two weights for each security both funds hold.

Cite this pageCitation, APA and Markdown

ETFIQ, IUSB against IWD, data as of Oct 28, 2026. https://etfiq.com/compare/any/iusb-vs-iwd

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Free to use with attribution for data ETFIQ computes; issuer data stays under its owner's terms.