Data as of Oct 28, 2026.

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Across categories

IWD vs IWO: Differences, Returns & Fees

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Over the year to Oct 28, 2026, IWD returned +27.5% to IWO's +7.9%; 0% of their weight is in the same names.

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Net assets on Oct 27, 2026: $83.0bn for iShares Russell 1000 Value ETF and $14.0bn for iShares Russell 2000 Growth ETF.

At a glance
+27.5%
IWD total return, 1 year
+7.9%
IWO total return, 1 year
0.18%
IWD expense ratio
0.24%
IWO expense ratio

Pair scorecard

IWD costs 0.06 points a year less; their one-year returns differ by 19.6 points; IWD is 5.9 times larger.

IWD vs IWO: Differences, Returns & Fees
MeasureIWDIWO
Return
Total return, 1 year+27.5%+7.9%
Drawdown
Below its high9.9%, high on Aug 14, 2026
Benchmark
What it tracksRussell 1000 Value IndexRussell 2000 Growth Index
Cost and size
Expense ratio0.18%0.24%
Net assets, as of Oct 27, 2026$83.0bn$14.0bn
Holdings
Holdings in common0%
Top ten holdings, share of the fund29.6%6.4%

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

What they share

0%

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

0 half 100%

half

0% in common

Positions both hold · largest shared weight first IWD IWO
Only in one fund ↓
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%
Only in IWO
JFROG 0.74%
TWIST BIOSCIENCE 0.71%
GLAUKOS 0.70%
MOOG INC CLASS A 0.68%
BRIGHTSPRING HEALTH SERVICES INC 0.66%
10X GENOMICS CLASS A 0.61%
RYMAN HOSPITALITY PROPERTIES REIT 0.60%
INTERDIGITAL INC 0.58%
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Side by side

IWD iShares Russell 1000 Value ETF IWO iShares Russell 2000 Growth ETF
Where it sits Stock ETF Stock ETF
What it is Tracks the Russell 1000 value Tracks the Russell 2000 Growth
Total return, 1 year +27.5% +7.9%
Its benchmark over the same days +27.7% (VONV) +8.0% (VTWG)
Gap to its benchmark −0.2 pts vs VONV −0.1 pts vs VTWG
Expense ratio 0.18% 0.24%
Already in the S&P 500 90.0% 0.0%
Holdings 871 1122
Net assets, as of Oct 27, 2026 $83.0bn $14.0bn

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

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About each fund
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%.

IWO

IWO tracks the Russell 2000 Growth. Over the year to Oct 28, 2026 it returned +7.9% with distributions reinvested, against +8.0% for its benchmark, the Russell 2000 Growth Index. The prospectus expense ratio is 0.24% a year. By its holdings published by its issuer for Oct 27, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 1,122 positions, with the top ten at 6.4%. It sat 9.9% below its high of Aug 14, 2026 on Oct 28, 2026.

Questions people ask

Which returned more over the last year, IWD or IWO?
In the year to Oct 28, 2026, with distributions reinvested, IWD returned +27.5% and IWO +7.9%.
Which is cheaper, IWD or IWO?
IWD is cheaper, by 0.06 percentage points a year. That is about $6 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do IWD and IWO overlap with the S&P 500?
By their latest filed holdings, 90% of IWD and 0% of IWO by weight is stocks the S&P 500 already holds.
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ETFIQ, IWD against IWO, data as of Oct 28, 2026. https://etfiq.com/compare/any/iwd-vs-iwo

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