Expense Ratio
0.18%
AUM
$68.2B
Yield
1.67%
iShares Russell 1000 Value ETF (IWD) is an exchange-traded fund issued by iShares that provides exposure to large-cap U.S. value stocks trading at below-market valuations. It charges a moderate expense ratio of 0.18%. The fund offers a moderate dividend yield of 1.67%. Launched in 2000, the fund has a 26-year track record.
Performance Chart
Indexed to 100 at start (5-year comparison)
IWD +39.4%
Returns
1M
-4.5%
3M
+1.3%
6M
+4.9%
YTD
+1.3%
1Y
+14.4%
3Y
+40.4%
5Y
+39.4%
Top Holdings
| # | Name | Ticker | Weight |
|---|---|---|---|
| 1 | Berkshire Hathaway Inc. | BRK.B | 2.89% |
| 2 | JPMorgan Chase & Co. | JPM | 2.57% |
| 3 | Exxon Mobil Corporation | XOM | 2.42% |
| 4 | Johnson & Johnson | JNJ | 1.94% |
| 5 | Amazon.com, Inc. | AMZN | 1.76% |
| 6 | Walmart Inc. | WMT | 1.61% |
| 7 | Alphabet Inc. | GOOG | 1.54% |
| 8 | Micron Technology, Inc. | MU | 1.34% |
| 9 | Chevron Corporation | CVX | 1.32% |
Compare IWD With
IWD vs AGG
iShares Core US Aggregate Bond ETF
ER: 0.03%
IWD vs DGRO
iShares Core Dividend Growth ETF
ER: 0.08%
IWD vs DVY
iShares Select Dividend ETF
ER: 0.38%
IWD vs EEM
iShares MSCI Emerging Markets ETF
ER: 0.72%
IWD vs EFA
iShares MSCI EAFE ETF
ER: 0.32%
IWD vs HDV
iShares Core High Dividend ETF
ER: 0.08%
IWD vs HYG
iShares iBoxx $ High Yield Corporate Bond ETF
ER: 0.49%
IWD vs IAU
iShares Gold Trust
ER: 0.25%
IWD vs IEF
iShares 7-10 Year Treasury Bond ETF
ER: 0.15%
IWD vs IEFA
iShares Core MSCI EAFE ETF
ER: 0.07%
IWD vs IEMG
iShares Core MSCI Emerging Markets ETF
ER: 0.09%
IWD vs IJH
iShares Core S&P Mid-Cap ETF
ER: 0.05%
IWD vs IJR
iShares Core S&P Small-Cap ETF
ER: 0.06%
IWD vs ITOT
iShares Core S&P Total U.S. Stock Market ETF
ER: 0.03%
IWD vs IVV
iShares Core S&P 500 ETF
ER: 0.03%
IWD vs IWF
iShares Russell 1000 Growth ETF
ER: 0.18%
IWD vs IWM
iShares Russell 2000 ETF
ER: 0.19%
IWD vs IYR
iShares U.S. Real Estate ETF
ER: 0.38%
IWD vs LQD
iShares iBoxx $ Investment Grade Corporate Bond ETF
ER: 0.14%
IWD vs RPV
Invesco S&P 500 Pure Value ETF
ER: 0.35%
IWD vs SCHV
Schwab U.S. Large-Cap Value ETF
ER: 0.04%
IWD vs SHY
iShares 1-3 Year Treasury Bond ETF
ER: 0.15%
IWD vs SPYV
State Street SPDR Portfolio S&P 500 Value ETF
ER: 0.04%
IWD vs TLT
iShares 20+ Year Treasury Bond ETF
ER: 0.15%
IWD vs VLUE
iShares MSCI USA Value Factor ETF
ER: 0.15%
IWD vs VONV
Vanguard Russell 1000 Value Index Fund ETF Shares
ER: 0.06%
IWD vs VTV
Vanguard Value Index Fund ETF Shares
ER: 0.03%