VS

Correlation: 98.8%

What is IUSV?

IUSV was created on 2000-07-24 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 17940.59m in AUM and 696 holdings. IUSV tracks an index of large- and mid-cap value stocks in the US. The index selects from stocks ranked 1-3000 by market-cap based on 3 value factors.

What is IWD?

IWD was created on 2000-05-22 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 55301.97m in AUM and 872 holdings. IWD tracks an index of US large- and mid-cap value stocks. The index selects from US stocks ranked 1-1",000 by market cap.

Key Details

IUSV
IWD
Website
www.ishares.com
www.ishares.com
Inception Date

Jul 24, 2000

May 22, 2000

Asset Class

Equity

Equity

Investment Segment

Total Market

Large Cap

AUM
$18.72B
$57.72B
Dividend Yield
1.77%
1.52%
Expense Ratio
0.04%
0.19%
Return 1Y
2.52%
5.18%

Holdings

iShares Core S&P U.S.Value ETF - IUSV is made up of 700 holdings. iShares Russell 1000 Value ETF - IWD is made up of 877 holdings.

Name
Weight
A
AAPLApple, Inc.

6.8%

M
MSFTMicrosoft Corp.

5.86%

A
AMZNAmazon.com, Inc.

3.1%

U
UNHUnitedHealth Group, Inc.

2.33%

B
BRK.BBerkshire Hathaway, Inc.

2.07%

X
XOMExxon Mobil Corp.

1.9%

P
PGProcter & Gamble Co.

1.66%

J
JNJJohnson & Johnson

1.55%

J
JPMJPMorgan Chase & Co.

1.2%

K
KOThe Coca-Cola Co.

1.17%

B
BACBank of America Corp.

1.01%

C
CSCOCisco Systems, Inc.

0.97%

C
CVXChevron Corp.

0.96%

M
MCDMcDonald's Corp.

0.94%

A
ABTAbbott Laboratories

0.93%

L
LINLinde Plc

0.89%

W
WFCWells Fargo & Co.

0.87%

M
MRKMerck & Co., Inc.

0.85%

P
PEPPepsiCo, Inc.

0.84%

H
HDThe Home Depot, Inc.

0.83%

T
TAT&T, Inc.

0.81%

V
VZVerizon Communications, Inc.

0.78%

A
ABBVAbbVie, Inc.

0.76%

A
ACNAccenture Plc

0.75%

T
TMOThermo Fisher Scientific, Inc.

0.71%

G
GSThe Goldman Sachs Group, Inc.

0.65%

Q
QCOMQUALCOMM, Inc.

0.65%

D
DISThe Walt Disney Co.

0.65%

A
AMDAdvanced Micro Devices, Inc.

0.64%

T
TXNTexas Instruments Incorporated

0.57%

Name
Weight
B
BRK.BBerkshire Hathaway, Inc.

4.1%

J
JPMJPMorgan Chase & Co.

2.84%

U
UNHUnitedHealth Group, Inc.

2.2%

X
XOMExxon Mobil Corp.

1.94%

W
WMTWalmart, Inc.

1.72%

J
JNJJohnson & Johnson

1.57%

P
PGProcter & Gamble Co.

1.31%

B
BACBank of America Corp.

1.02%

P
PMPhilip Morris International, Inc.

1.02%

C
CSCOCisco Systems, Inc.

0.98%

C
CVXChevron Corp.

0.95%

A
ABTAbbott Laboratories

0.94%

I
IBMInternational Business Machines Corp.

0.92%

L
LINLinde Plc

0.91%

M
MCDMcDonald's Corp.

0.89%

W
WFCWells Fargo & Co.

0.88%

T
TAT&T, Inc.

0.82%

V
VZVerizon Communications, Inc.

0.79%

A
ACNAccenture Plc

0.76%

A
ABBVAbbVie, Inc.

0.75%

R
RTXRTX Corp.

0.73%

T
TMOThermo Fisher Scientific, Inc.

0.72%

D
DISThe Walt Disney Co.

0.66%

G
GEGE Aerospace

0.66%

S
SPGIS&P Global, Inc.

0.62%

B
BSXBoston Scientific Corp.

0.59%

N
NEENextEra Energy, Inc.

0.58%

B
BLKBlackRock, Inc.

0.56%

G
GILDGilead Sciences, Inc.

0.55%

C
CMCSAComcast Corp.

0.54%

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Stock Correlation

The stocks that are correlated to IUSV - iShares Core S&P U.S.Value ETF are PFG, ITW, MET, STT, BN

Name
Correlation
Market Cap
Return % (1 Year)
Div Yield %
P
PFGPrincipal Financial Group, Inc.
83.16%$16.34B-9.03%3.95%
I
ITWIllinois Tool Works Inc.
82.31%$68.15B-8.36%2.51%
M
METMetLife, Inc.
81.87%$48.64B+1.80%2.98%
S
STTState Street Corp.
81.21%$22.92B+4.79%3.68%
B
BNBrookfield Corp.
81.10%$72.82B+23.64%0.67%
P
PRUPrudential Financial, Inc.
80.67%$35.03B-9.90%5.18%
B
BLKBlackRock, Inc.
80.63%$136.23B+15.11%2.29%
P
PNCThe PNC Financial Services Group, Inc.
79.90%$60.15B+0.90%4.12%
A
AVNTAvient Corp.
79.84%$2.85B-24.59%3.31%
A
AXPAmerican Express Co.
79.24%$176.07B+15.09%1.14%
B
BNTBrookfield Wealth Solutions Ltd.
78.92%$9.78B+23.92%0.00%
S
SEICSEI Investments Co.
78.90%$9.19B+7.26%1.29%
G
GSThe Goldman Sachs Group, Inc.
78.86%$153.67B+26.95%2.30%
A
APAMArtisan Partners Asset Management, Inc.
78.69%$2.48B-17.53%8.24%
A
ARCCAres Capital Corp.
78.46%$15.07B-9.54%
U
USBU.S. Bancorp
78.31%$58.99B-8.95%5.17%
J
JHGJanus Henderson Group Plc
78.31%$4.82B-3.66%4.96%
S
SFStifel Financial Corp.
78.26%$8.52B+10.19%2.04%
I
ITTITT, Inc.
78.22%$10.17B-2.48%1.03%
B
BKThe Bank of New York Mellon Corp.
77.93%$55.77B+41.09%2.34%

The stocks that are correlated to IWD - iShares Russell 1000 Value ETF are BN, PFG, MET, STT, ITW

Name
Correlation
Market Cap
Return % (1 Year)
Div Yield %
B
BNBrookfield Corp.
83.97%$72.82B+23.64%0.67%
P
PFGPrincipal Financial Group, Inc.
83.50%$16.34B-9.03%3.95%
M
METMetLife, Inc.
82.92%$48.64B+1.80%2.98%
S
STTState Street Corp.
82.14%$22.92B+4.79%3.68%
I
ITWIllinois Tool Works Inc.
81.81%$68.15B-8.36%2.51%
I
ITTITT, Inc.
81.67%$10.17B-2.48%1.03%
B
BNTBrookfield Wealth Solutions Ltd.
81.63%$9.78B+23.92%0.00%
P
PRUPrudential Financial, Inc.
81.04%$35.03B-9.90%5.18%
G
GSThe Goldman Sachs Group, Inc.
80.88%$153.67B+26.95%2.30%
P
PHParker-Hannifin Corp.
80.79%$72.80B+2.73%1.13%
S
SEICSEI Investments Co.
80.64%$9.19B+7.26%1.29%
A
AVNTAvient Corp.
80.27%$2.85B-24.59%3.31%
J
JHGJanus Henderson Group Plc
80.20%$4.82B-3.66%4.96%
A
AXPAmerican Express Co.
80.16%$176.07B+15.09%1.14%
P
PNCThe PNC Financial Services Group, Inc.
80.05%$60.15B+0.90%4.12%
S
SFStifel Financial Corp.
79.93%$8.52B+10.19%2.04%
A
APAMArtisan Partners Asset Management, Inc.
79.72%$2.48B-17.53%8.24%
B
BLKBlackRock, Inc.
79.70%$136.23B+15.11%2.29%
D
DOVDover Corp.
79.45%$22.22B-5.78%1.26%
M
MSMorgan Stanley
79.43%$174.38B+25.44%3.27%

ETF Correlation

The ETFs that are correlated to IUSV - iShares Core S&P U.S.Value ETF are SPYV, IVE, VOOV, IWD, SCHV

Name
Correlation
AUM
Expense Ratio
S
SPYVSPDR Portfolio S&P 500 Value ETF
99.76%$23.35B0.04%
I
IVEiShares S&P 500 Value ETF
99.76%$34.46B0.18%
V
VOOVVanguard S&P 500 Value ETF
99.68%$4.88B0.1%
I
IWDiShares Russell 1000 Value ETF
98.77%$57.72B0.19%
S
SCHVSchwab U.S. Large Cap Value ETF
98.61%$11.03B0.04%
V
VONVVanguard Russell 1000 Value Index ETF
98.61%$10.67B0.07%
D
DGROiShares Core Dividend Growth ETF
98.37%$28.23B0.08%
P
PRFInvesco RAFI US 1000 ETF
98.27%$7.02B0.33%
V
VTVVanguard Value ETF
98.19%$123.96B0.04%
I
IWXiShares Russell Top 200 Value ETF
98.09%$2.36B0.2%
F
FNDXSchwab Fundamental U.S. Large Company ETF
97.87%$15.96B0.25%
D
DIVBiShares Core Dividend ETF
97.82%$662.72M0.05%
M
MGVVanguard Mega Cap Value ETF
97.69%$8.29B0.07%
R
RSPInvesco S&P 500 Equal Weight ETF
97.59%$67.03B0.2%
V
VYMVanguard High Dividend Yield Indx ETF
97.44%$54.90B0.06%
D
DTDWisdomTree U.S. Total Dividend Fund
97.27%$1.23B0.28%
V
VOEVanguard Mid Cap Value ETF
97.21%$16.02B0.07%
D
DLNWisdomTree U.S. LargeCap Dividend Fund
97.16%$4.36B0.28%
D
DFLVDimensional US Large Cap Value ETF
97.09%$3.01B0.22%
C
CFAVictoryShares US 500 Volatility Wtd ETF
97.03%$481.37M0.35%

The ETFs that are correlated to IWD - iShares Russell 1000 Value ETF are VONV, SCHV, VTV, PRF, IWX

Name
Correlation
AUM
Expense Ratio
V
VONVVanguard Russell 1000 Value Index ETF
99.78%$10.67B0.07%
S
SCHVSchwab U.S. Large Cap Value ETF
99.44%$11.03B0.04%
V
VTVVanguard Value ETF
99.15%$123.96B0.04%
P
PRFInvesco RAFI US 1000 ETF
99.04%$7.02B0.33%
I
IWXiShares Russell Top 200 Value ETF
98.96%$2.36B0.2%
I
IUSViShares Core S&P U.S.Value ETF
98.77%$18.72B0.04%
R
RSPInvesco S&P 500 Equal Weight ETF
98.63%$67.03B0.2%
I
IVEiShares S&P 500 Value ETF
98.53%$34.46B0.18%
C
CFAVictoryShares US 500 Volatility Wtd ETF
98.45%$481.37M0.35%
M
MGVVanguard Mega Cap Value ETF
98.42%$8.29B0.07%
S
SPYVSPDR Portfolio S&P 500 Value ETF
98.42%$23.35B0.04%
V
VOOVVanguard S&P 500 Value ETF
98.33%$4.88B0.1%
D
DGROiShares Core Dividend Growth ETF
98.33%$28.23B0.08%
V
VOEVanguard Mid Cap Value ETF
98.30%$16.02B0.07%
F
FNDXSchwab Fundamental U.S. Large Company ETF
98.28%$15.96B0.25%
V
VYMVanguard High Dividend Yield Indx ETF
98.24%$54.90B0.06%
D
DFLVDimensional US Large Cap Value ETF
98.16%$3.01B0.22%
D
DIVBiShares Core Dividend ETF
98.07%$662.72M0.05%
D
DFUVDimensional US Marketwide Value ETF
98.05%$10.26B0.21%
D
DTDWisdomTree U.S. Total Dividend Fund
97.77%$1.23B0.28%

Holding Overlap

IUSV - iShares Core S&P U.S.Value ETF and IWD - iShares Russell 1000 Value ETF have a 589 holding overlap. Which accounts for a 71.4% overlap.

Number of overlapping holdings

589

% of overlapping holdings

71.42%

Name
Weight in IUSV
Weight in IWD
U
UNHUnitedhealth Group Inc
2.33%2.20%
B
BRK.BBerkshire Hathaway Inc. - Ordinary Shares - Class B
2.07%4.10%
X
XOMExxon Mobil Corp.
1.90%1.94%
P
PGProcter & Gamble Co.
1.66%1.31%
J
JNJJohnson & Johnson
1.55%1.57%
J
JPMJPMorgan Chase & Co.
1.20%2.84%
K
KOCoca-Cola Co
1.17%0.51%
B
BACBank Of America Corp.
1.01%1.02%
C
CSCOCisco Systems, Inc.
0.97%0.98%
C
CVXChevron Corp.
0.96%0.95%

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