Data as of Sep 13, 2026. Both funds on the fields they both publish, from the same sources.
IWD vs REMX: how they differ
Over the year IWD returned more, +27.4% against +21.9%, and IWD charges 0.18% against 0.53%.
iShares Russell 1000 Value ETF and VanEck Rare Earth and Strategic Metals ETF.
What they hold in common
By the books each fund has filed, IWD and REMX hold 0% of their money in the same securities at the same weight.
| Holding | IWD | REMX |
|---|---|---|
| ALBEMARLE CORP | 0.04% | 7.63% |
| MP MATERIALS CLASS A | 0.02% | 6.65% |
| Only in IWD | Only in REMX |
|---|---|
| AMAZON.COM INC 6.04% | Pilbara Minerals Ltd 7.87% |
| APPLE 5.83% | Lynas Rare Earths Ltd 6.67% |
| MICROSOFT 4.93% | China Northern Rare Earth Group High-Te 6.58% |
| BERKSHIRE HATHAWAY INC CLASS B 2.54% | Lianyou Metals Co Ltd 5.83% |
| JPMORGAN CHASE & CO 2.54% | Sociedad Quimica Y Minera De Chile Sa 5.64% |
| EXXONMOBIL HOLDINGS CORP 1.85% | Almonty Industries Inc 5.63% |
| JOHNSON & JOHNSON 1.73% | Jinduicheng Molybdenum Co Ltd 5.23% |
| INTEL CORPORATION 1.23% | Xiamen Tungsten Co Ltd 4.97% |
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.
| IWD iShares Russell 1000 Value ETF | REMX VanEck Rare Earth and Strategic Metals ETF | |
|---|---|---|
| Where it sits | Core index fund | Thematic ETF |
| Issuer | iShares | VanEck |
| What it is | Russell 1000 value | Miners and metals |
| Total return, 1 year | +27.4% | +21.9% |
| S&P 500 over the same days | +17.5% | +17.5% |
| Gap to the S&P 500 | +9.9 pts | +4.4 pts |
| Expense ratio | 0.18% | 0.53% |
| Already in the S&P 500 | 90.2% | 7.6% |
| Holdings | 814 | 30 |
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%.
REMX in plain words
By weight, 8% of REMX's portfolio is stocks that are also in the S&P 500; its active share against the S&P 500 is 100%. The top ten holdings are 63% of the fund across 30 positions, as published by its issuer for Sep 10, 2026. Over the year to Sep 11, 2026 the fund returned +21.9% with distributions reinvested against +17.5% for the S&P 500, so a holder was ahead by 4.4 pts. It sits 67.6% below its all-time high of Apr 11, 2011.
Questions people ask
- Which returned more over the last year, IWD or REMX?
- In the year to Sep 13, 2026, with distributions reinvested, IWD returned +27.4% and REMX returned +21.9%, so IWD returned more. One year is one year; the longer windows are in the table.
- Which is cheaper, IWD or REMX?
- IWD charges 0.18% a year and REMX charges 0.53%, so IWD is cheaper. Fees come from each fund's prospectus.
- How much do IWD and REMX overlap with the S&P 500?
- By their latest filed holdings, 90% of IWD and 8% of REMX 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.
- Are IWD and REMX the same kind of fund?
- No. IWD is an index ETF and REMX is a thematic ETF, so they are built for different jobs. The table compares what both publish: return, cost and what each actually holds.
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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.
Cite this page. ETFIQ, IWD against REMX, data as of Sep 13, 2026. https://etfiq.com/compare/any/iwd-vs-remx Free to use with attribution; the underlying files are at Open data.
A comparison is not a recommendation. Standards and sources