What is IWV?
IWV was created on 2000-05-22 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 14458.47m in AUM and 2661 holdings. IWV tracks a cap-weighted index that measures the investable US equities market", covering the entire market-cap spectrum", including micro-caps.
What is VOO?
VOO was created on 2010-09-07 by Vanguard. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 614131.11m in AUM and 504 holdings. The fund is passively managed to hold large-cap US stocks selected by an S&P Committee.
Key Details
May 22, 2000
Sep 07, 2010
Equity
Equity
Total Market
Large Cap
Holdings
iShares Russell 3000 ETF - IWV is made up of 2674 holdings. Vanguard S&P 500 ETF - VOO is made up of 505 holdings.
Name | Weight |
|---|---|
A AAPLApple, Inc. | 5.77% |
M MSFTMicrosoft Corp. | 5.35% |
N NVDANVIDIA Corp. | 4.59% |
A AMZNAmazon.com, Inc. | 3.23% |
M METAMeta Platforms, Inc. | 2.25% |
B BRK.BBerkshire Hathaway, Inc. | 1.87% |
G GOOGLAlphabet, Inc. | 1.71% |
T TSLATesla, Inc. | 1.43% |
G GOOGAlphabet, Inc. | 1.43% |
A AVGOBroadcom Inc. | 1.37% |
1.24% | |
L LLYEli Lilly & Co. | 1.22% |
1.13% | |
0.96% | |
0.95% | |
0.83% | |
0.83% | |
0.78% | |
N NFLXNetflix, Inc. | 0.76% |
0.74% | |
W WMTWalmart, Inc. | 0.73% |
A ABBVAbbVie, Inc. | 0.69% |
0.68% | |
0.55% | |
C CVXChevron Corp. | 0.49% |
0.49% | |
0.48% | |
C CRMSalesforce, Inc. | 0.46% |
M MCDMcDonald's Corp. | 0.44% |
C CSCOCisco Systems, Inc. | 0.44% |
Name | Weight |
|---|---|
A AAPLApple, Inc. | 7.25% |
N NVDANVIDIA Corp. | 6.08% |
M MSFTMicrosoft Corp. | 5.85% |
A AMZNAmazon.com, Inc. | 3.94% |
M METAMeta Platforms, Inc. | 2.89% |
G GOOGLAlphabet, Inc. | 1.97% |
B BRK.BBerkshire Hathaway, Inc. | 1.87% |
A AVGOBroadcom Inc. | 1.85% |
G GOOGAlphabet, Inc. | 1.62% |
T TSLATesla, Inc. | 1.62% |
1.48% | |
L LLYEli Lilly & Co. | 1.44% |
1.24% | |
0.97% | |
0.94% | |
0.92% | |
0.87% | |
W WMTWalmart, Inc. | 0.85% |
N NFLXNetflix, Inc. | 0.83% |
0.81% | |
0.79% | |
0.78% | |
A ABBVAbbVie, Inc. | 0.73% |
0.59% | |
C CRMSalesforce, Inc. | 0.56% |
0.55% | |
O ORCLOracle Corp. | 0.53% |
C CVXChevron Corp. | 0.53% |
0.52% | |
C CSCOCisco Systems, Inc. | 0.51% |
Strategies that include
Double maintains 5 strategies that include VOO - Vanguard S&P 500 ETF.
Armstrong's "Ideal Index"
Low risk
$1,000
Frank Armstrong, author of The Informed Investor, proposed this portfolio. Compared to other Boglehead portfolios, it contains a smaller allocation to bonds, and a much larger allocation to international stocks (in fact the equities, excluding REIT, are split 50/50 between domestic and international).
Top Holdings
Bktd. Return
Expense Ratio
0.05%
Holdings
7
Bill Schultheis's "Coffeehouse"
Low risk
$1,000
Bill Schultheis made this simple seven-fund portfolio popular in his book The Coffeehouse Investor. He advocates 40% in a total market bond fund and 10% each in various stock funds. You can find more information at The Coffeehouse Investor.
Top Holdings
Bktd. Return
Expense Ratio
0.05%
Holdings
7
Majesty of Simplicity - Mod
Medium risk
$1,000
John Bogle started Vanguard and revolutionized the investment world, and this three fund portfolio was called name "The Majesty of Simplicity" by Bogle himself. It uses three ETFs - a Bond ETF a US Domestic Stock ETF and a Foreign Stock ETF - to construct a well diversified portfolio in a dead simple manner.
Top Holdings
Bktd. Return
Expense Ratio
0.03%
Holdings
3
Majesty of Simplicity - Agg
Medium risk
$1,000
John Bogle started Vanguard and revolutionized the investment world, and this three fund portfolio was called name "The Majesty of Simplicity" by Bogle himself. It uses three ETFs - a Bond ETF a US Domestic Stock ETF and a Foreign Stock ETF - to construct a well diversified portfolio in a dead simple manner.
Top Holdings
Bktd. Return
Expense Ratio
0.03%
Holdings
3
Majesty of Simplicity - Con
Low risk
$1,000
John Bogle started Vanguard and revolutionized the investment world, and this three fund portfolio was called name "The Majesty of Simplicity" by Bogle himself. It uses three ETFs - a Bond ETF a US Domestic Stock ETF and a Foreign Stock ETF - to construct a well diversified portfolio in a dead simple manner.
Top Holdings
Bktd. Return
Expense Ratio
0.03%
Holdings
3
Stock Correlation
The stocks that are correlated to IWV - iShares Russell 3000 ETF are BN, ITT, BNT, JHG, PH
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| 79.58% | $69.30B | +14.68% | 0.75% | |
I ITTITT, Inc. | 77.86% | $9.18B | -14.96% | 1.21% |
| 77.52% | $9.31B | +14.75% | 0.00% | |
| 77.12% | $4.76B | -7.11% | 5.37% | |
| 75.31% | $66.60B | -8.72% | 1.30% | |
| 74.40% | $146.32B | +15.37% | 2.64% | |
F FLSFlowserve Corp. | 74.21% | $5.28B | -16.31% | 2.10% |
| 73.95% | $24.50B | -12.02% | 3.44% | |
| 73.54% | $12.96B | -23.88% | 4.13% | |
E EVREvercore, Inc. | 73.42% | $6.41B | -15.23% | 1.95% |
| 73.13% | $2.98B | -19.32% | 0.53% | |
K KKRKKR & Co., Inc. | 73.06% | $82.42B | -8.07% | 0.75% |
| 72.89% | - | - | 5.20% | |
| 72.85% | $152.38B | -1.99% | 3.31% | |
F FTVFortive Corp. | 72.74% | $21.82B | -23.90% | 0.51% |
| 72.71% | $62.00B | -5.22% | 1.78% | |
S SEICSEI Investments Co. | 72.51% | $8.76B | -2.29% | 1.43% |
A ANSSANSYS, Inc. | 72.26% | $25.14B | -16.09% | 0.00% |
| 72.16% | $8.89B | -1.55% | 3.50% | |
| 72.10% | $4.07B | -53.10% | 1.53% | |
The stocks that are correlated to VOO - Vanguard S&P 500 ETF are BN, ITT, JHG, BNT, PH
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| 77.10% | $69.30B | +14.68% | 0.75% | |
I ITTITT, Inc. | 75.48% | $9.18B | -14.96% | 1.21% |
| 75.37% | $4.76B | -7.11% | 5.37% | |
| 75.22% | $9.31B | +14.75% | 0.00% | |
| 73.13% | $66.60B | -8.72% | 1.30% | |
| 72.55% | $24.50B | -12.02% | 3.44% | |
A ANSSANSYS, Inc. | 72.49% | $25.14B | -16.09% | 0.00% |
A AMZNAmazon.com, Inc. | 72.45% | $1.81T | -7.60% | 0.00% |
F FLSFlowserve Corp. | 72.05% | $5.28B | -16.31% | 2.10% |
| 72.01% | $146.32B | +15.37% | 2.64% | |
| 71.89% | $4.07B | -53.10% | 1.53% | |
| 71.89% | - | - | 5.20% | |
Q QCOMQUALCOMM, Inc. | 71.77% | $140.97B | -25.69% | 2.75% |
| 71.77% | $2.98B | -19.32% | 0.53% | |
| 71.52% | $12.96B | -23.88% | 4.13% | |
E ENTGEntegris, Inc. | 71.46% | $9.89B | -52.91% | 0.63% |
K KKRKKR & Co., Inc. | 71.42% | $82.42B | -8.07% | 0.75% |
S SNPSSynopsys, Inc. | 71.21% | $60.01B | -32.55% | 0.00% |
A APHAmphenol Corp. | 70.99% | $71.60B | +0.68% | 1.06% |
E EVREvercore, Inc. | 70.98% | $6.41B | -15.23% | 1.95% |
ETF Correlation
The ETFs that are correlated to IWV - iShares Russell 3000 ETF are VTI, ITOT, SCHB, IWB, SPTM
Name | Correlation | AUM | Expense Ratio | |
|---|---|---|---|---|
| 99.82% | $447.08B | 0.03% | ||
| 99.79% | $59.72B | 0.03% | ||
| 99.77% | $29.52B | 0.03% | ||
| 99.73% | $35.64B | 0.15% | ||
| 99.68% | $9.00B | 0.03% | ||
| 99.67% | $6.91B | 0.12% | ||
| 99.64% | $3.67B | 0.05% | ||
| 99.63% | $12.87B | 0.09% | ||
| 99.62% | $2.10B | 0.2% | ||
| 99.61% | $4.17B | 0.02% | ||
| 99.58% | $48.10B | 0.03% | ||
| 99.58% | $12.30B | 0.15% | ||
| 99.56% | $598.65B | 0.03% | ||
| 99.56% | $5.37B | 0.07% | ||
| 99.56% | $544.83B | 0.0945% | ||
| 99.55% | $57.14B | 0.02% | ||
| 99.54% | $560.43B | 0.03% | ||
| 99.53% | $12.00B | 0.09% | ||
P PBUSInvesco MSCI USA ETF | 99.48% | $5.61B | 0.04% | |
| 99.47% | $909.89M | 0.03% | ||
The ETFs that are correlated to VOO - Vanguard S&P 500 ETF are IVV, SPY, SPLG, BBUS, ESGU
Name | Correlation | AUM | Expense Ratio | |
|---|---|---|---|---|
| 99.95% | $560.43B | 0.03% | ||
| 99.95% | $544.83B | 0.0945% | ||
| 99.95% | $57.14B | 0.02% | ||
| 99.89% | $4.17B | 0.02% | ||
| 99.80% | $12.30B | 0.15% | ||
| 99.79% | $48.10B | 0.03% | ||
| 99.78% | $35.64B | 0.15% | ||
| 99.75% | $9.00B | 0.03% | ||
| 99.73% | $3.67B | 0.05% | ||
| 99.70% | $5.37B | 0.07% | ||
| 99.69% | $2.35B | 0.07% | ||
| 99.69% | $39.37B | 0.04% | ||
| 99.68% | $909.89M | 0.03% | ||
P PBUSInvesco MSCI USA ETF | 99.68% | $5.61B | 0.04% | |
| 99.67% | $2.10B | 0.2% | ||
| 99.64% | $447.08B | 0.03% | ||
| 99.63% | $29.52B | 0.03% | ||
| 99.61% | $1.92B | 0.2% | ||
| 99.61% | $59.72B | 0.03% | ||
| 99.60% | $12.87B | 0.09% | ||
Holding Overlap
IWV - iShares Russell 3000 ETF and VOO - Vanguard S&P 500 ETF have a 501 holding overlap. Which accounts for a 87.1% overlap.
Number of overlapping holdings
501
% of overlapping holdings
87.12%
Name | Weight in IWV | Weight in VOO |
|---|---|---|
| 5.77% | 7.25% | |
| 5.35% | 5.85% | |
| 4.59% | 6.08% | |
| 3.23% | 3.94% | |
| 2.25% | 2.89% | |
| 1.87% | 1.87% | |
| 1.71% | 1.97% | |
| 1.43% | 1.62% | |
| 1.43% | 1.62% | |
| 1.37% | 1.85% |
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VOODisclaimer
Information on this page is obtained from our data provider, Xignite, an unaffiliated third party. Double believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate. We also show information based on calculations performed by Double using data from our provider. Double believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.
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