IWD vs VTV — stock comparison tool

IWD currently yields 1.37% TTM versus VTV at 1.85%. Use the calculator below to compare DRIP total returns and fundamentals side by side.

IWDVTV
Performance Comparison
Total return with dividends reinvested (DRIP) from a $10,000 start — price + income.
IWD
VTV

*Total Return = DRIP (price + reinvested dividends). Range: 2025-10-21 to 2026-10-21. Legend ordered low → high.

Chart metrics: Total Return (%) · Price Return (%) · Portfolio Value ($) · Stock Price · Dividends (Annual) · Dividend Growth (%). Market Cap history is not available yet.

Calendar-year total returns

Side-by-side yearly performance for each ticker (adjusted close ≈ total return)

IWD Total Returns by Year
Calendar-year total returns, including reinvested dividends
Adj. close

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VTV Total Returns by Year
Calendar-year total returns, including reinvested dividends
Adj. close

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Best Total Return

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No data

Highest Dividend Income

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Best Avg Annual Return

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DRIP Simulation Summary
$10,000 initial investment with DRIP (live)
TickerPeriodStart $End $DividendsStart PriceEnd PriceSharesReturn %
Current Data Comparison
Live fundamental metrics and analyst data
Metric
IWD$257.70
—

iShares Russell 1000 Value ETF

VTV$224.51
—

Vanguard Morningstar Value ETF

Dividend Information

Dividend Yield
1.37%
1.85%
Annual Dividend
$3.53
$4.16
Dividend Growth (5yr)
-
-
Years of Growth
4
0
ETF holdings & allocation
Side-by-side composition for each ETF in this comparison.

IWD

870 holdings
Technology20.61%
Information Technology20.20%
Financial Services18.82%
Financials18.15%
Health Care13.42%
Healthcare13.06%
Consumer Cyclical10.61%
Industrials10.38%
Consumer Discretionary10.21%
Consumer Staples7.64%
Consumer Defensive7.19%
Other26.76%

Top 10 holdings

NameWeight
AMZNAMAZON.COM INC6.24%
AAPLAPPLE6.07%
MSFTMICROSOFT5.30%
BRK-BBERKSHIRE HATHAWAY INC CLASS B2.65%
JPMJPMORGAN CHASE & CO2.38%
XOMEXXONMOBIL HOLDINGS CORP1.96%
JNJJOHNSON & JOHNSON1.64%
WMTWALMART1.27%
ABBVABBVIE1.23%
CSCOCISCO SYSTEMS INC1.13%
Top 1029.87%

VTV

331 holdings
Financial Services22.38%
Healthcare16.81%
Technology14.26%
Industrials13.17%
Consumer Defensive8.71%
Energy8.16%
Utilities4.21%
Consumer Cyclical3.74%
Basic Materials3.12%
Communication Services2.97%
Real Estate2.47%
Cash & Others0.22%

Top 10 holdings

NameWeight
MUMicron Technology Inc4.56%
JPMJPMorgan Chase & Co3.33%
BRK-BBerkshire Hathaway Inc2.92%
XOMExxonMobil Holdings Corp2.56%
JNJJohnson & Johnson2.42%
7DZ.DEExxonMobil Holdings Corp2.11%
ABBVAbbVie Inc1.75%
WMTWalmart Inc1.72%
CVXChevron Corp1.45%
CSCOCisco Systems Inc1.45%
Top 1024.26%

Overlap & differences

Ticker overlap by weight, sector tilts, and where one fund is overweight. Open full tool

237723
IWDSharedVTV

Overlap by weight

43%

Share of portfolio weight that appears in both funds.

# overlapping holdings

77

IWD: 77% also in VTVVTV: 77% also in IWD

IWD: showing top 100 holdings by weight (of 870) · VTV: showing top 100 holdings by weight (of 331). Overlap counts use this top slice, not the full fund book.

Sector drift (IWD vs VTV)

Left = heavier in IWD. Right = heavier in VTV.

IWD overweight (left)VTV overweight (right)
77 shown

Overlapping tickers

BRK-B		2.7%2.9%2.7%
JPM		2.4%3.3%2.4%
XOM		2.0%2.6%2.0%
JNJ		1.6%2.4%1.6%
WMT		1.3%1.7%1.3%
ABBV		1.2%1.8%1.2%
CSCO		1.1%1.4%1.1%
CVX		1.1%1.5%1.1%
PG		1.0%1.3%1.0%
UNH		1.0%1.2%1.0%

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IWD vs VTV Dividend Comparison | DRIP Tool | Dividend Wealth