Data as of Oct 28, 2026.

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IWD vs VTWO: Differences, Returns & Fees

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Over the year to Oct 28, 2026, IWD returned +27.5% to VTWO's +14.3%; 0% of their weight is in the same names.

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Net assets: $83.0bn on Oct 27, 2026 for iShares Russell 1000 Value ETF, and $16.6bn on Sep 30, 2026 for Vanguard Russell 2000 ETF.

At a glance
+27.5%
IWD total return, 1 year
+14.3%
VTWO total return, 1 year
0.18%
IWD expense ratio
0.06%
VTWO expense ratio

Pair scorecard

VTWO costs 0.12 points a year less; their one-year returns differ by 13.2 points; IWD is 4.9 times larger.

IWD vs VTWO: Differences, Returns & Fees
MeasureIWDVTWO
Return
Total return, 1 year+27.5%+14.3%
Drawdown
Below its high7.5%, high on Aug 14, 2026
Benchmark
What it tracksRussell 1000 Value IndexRussell 2000 Index
Cost and size
Expense ratio0.18%0.06%
Net assets, as of Sep 30, 2026$81.0bn$16.6bn
Holdings
Holdings in common0%
Top ten holdings, share of the fund29.6%5.4%

Holdings in common uses holdings dated Sep 30, 2026 and Oct 27, 2026. Method

What they share

0%

By the books each fund has filed, IWD and VTWO hold 0% of their money in the same securities at the same weight. Holdings dated Sep 30, 2026 and Oct 27, 2026.

0 half 100%

half

0% in common

Positions both hold · largest shared weight first IWD VTWO
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 VTWO
SLBBH1142 2.36%
Twist Bioscience Corp 0.42%
Moog Inc 0.36%
10X Genomics Inc 0.35%
JFrog Ltd 0.35%
UMB Financial Corp 0.32%
BrightSpring Health Services Inc 0.31%
Glaukos Corp 0.31%
Check overlap with more funds →

Side by side

IWD iShares Russell 1000 Value ETF VTWO Vanguard Russell 2000 ETF
Where it sits Stock ETF Stock ETF
What it is Tracks the Russell 1000 value Tracks the Russell 2000
Total return, 1 year +27.5% +14.3%
Its benchmark over the same days +27.7% (VONV) +14.1% (IWM)
Gap to its benchmark −0.2 pts vs VONV +0.2 pts vs IWM
Expense ratio 0.18% 0.06%
Already in the S&P 500 90.0% 0.5%
Holdings 871 2002
Net assets, IWD as of Oct 27, 2026 and VTWO as of Sep 30, 2026 $83.0bn $16.6bn

IWD and VTWO 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%.

VTWO

VTWO tracks the Russell 2000. Over the year to Oct 28, 2026 it returned +14.3% with distributions reinvested, against +14.1% for its benchmark, the Russell 2000 Index. The prospectus expense ratio is 0.06% a year. By its holdings published by its issuer as of Sep 30, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 2,002 positions, with the top ten at 5.4%. It sat 7.5% below its high of Aug 14, 2026 on Oct 28, 2026.

Questions people ask

Which returned more over the last year, IWD or VTWO?
In the year to Oct 28, 2026, with distributions reinvested, IWD returned +27.5% and VTWO +14.3%.
Which is cheaper, IWD or VTWO?
VTWO 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.
How much do IWD and VTWO overlap with the S&P 500?
By their latest filed holdings, 90% of IWD and 0% of VTWO by weight is stocks the S&P 500 already holds.
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ETFIQ, IWD against VTWO, data as of Oct 28, 2026. https://etfiq.com/compare/any/iwd-vs-vtwo

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