IWD vs IWX: Differences, Returns & Fees
IWD and IWX hold 73% of their weight in the same names, and IWX returned +28.9% over the year. Net assets on Oct 9, 2026: $82.9bn for iShares Russell 1000 Value ETF and $3.3bn for iShares Russell Top 200 Value ETF.
IWD costs 0.02 points a year less; their one-year returns differ by 2.5 points; IWD is far larger, $82.9bn against $3.3bn.
| IWD | IWX | |
|---|---|---|
| Expense ratio | 0.18% | 0.20% |
| Net assets | $82.9bn | $3.3bn |
| Total return, 1 year | +26.4% | +28.9% |
| What it tracks | Russell 1000 Value Index | Russell Top 200 Value Index |
| Holdings in common | 73% | |
| Top ten holdings, share of the fund | 30.0% | 41.1% |
Holdings in common uses holdings dated Oct 9, 2026.
What they hold in common
By the books each fund has filed, IWD and IWX hold 73% of their money in the same securities at the same weight. Above 50%, holding both is close to holding one of them twice. Holdings dated Oct 9, 2026.
half
73% in common
On the same fields
IWD and IWX on the fields both publish, as of Oct 9, 2026. Source: ETFIQ.
About IWD
IWD tracks the Russell 1000 value. Over the year to Oct 9, 2026 it returned +26.4% with distributions reinvested, against +26.5% 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 9, 2026, 90% of the fund by weight is stocks the S&P 500 also holds, across 871 positions, with the top ten at 30.0%.
About IWX
IWX tracks an index. Over the year to Oct 9, 2026 it returned +28.9% with distributions reinvested. The prospectus expense ratio is 0.20% a year. By its holdings published by its issuer for Oct 9, 2026, 100% of the fund by weight is stocks the S&P 500 also holds, across 153 positions, with the top ten at 41.1%.
Questions people ask
- Which returned more over the last year, IWD or IWX?
- In the year to Oct 9, 2026, with distributions reinvested, IWD returned +26.4% and IWX +28.9%.
- Which is cheaper, IWD or IWX?
- IWD is cheaper, by 0.02 percentage points a year. That is about $2 on $10,000 held for a year. Fees come from each fund's prospectus.
ETFIQ links to the documents behind every figure; a link is not an endorsement. 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.
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ETFIQ, IWD against IWX, data as of Oct 9, 2026. https://etfiq.com/compare/any/iwd-vs-iwx
ETFIQ. (Oct 9, 2026). IWD against IWX. Retrieved from https://etfiq.com/compare/any/iwd-vs-iwx
[IWD against IWX (ETFIQ, Oct 9, 2026)](https://etfiq.com/compare/any/iwd-vs-iwx)
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