IWD — iShares Russell 1000 Value ETF
866 holdings · BlackRock (iShares) · data as of 2026-03-31
Sector breakdown
Financials 18.2%
Health Care 10.8%
Technology 10.6%
Industrials 10.5%
Communication Services 7.6%
Consumer Staples 7.1%
Consumer Discretionary 5.9%
Energy 4.6%
Utilities 4.4%
Materials 3.5%
Real Estate 3.3%
Unclassified 13.2%
Sectors assigned via S&P 500 sector-ETF membership; small-cap and international holdings appear as Unclassified. See methodology.
Overlaps most with
IWD vs VTV 72.3% IWD vs IVE 66.9% IWD vs VYM 58.9% IWD vs IVV 54.4% IWD vs SCHB 54.3% IWD vs VOO 54.3%
Tax-loss harvesting partners for IWD
Investors harvesting a loss in IWD often look for a fund with similar — but not identical — exposure to stay invested without triggering the wash-sale rule. Overlap is one useful lens; funds tracking the same index are widely considered risky swaps regardless of ticker. Not tax advice — confirm with a professional.
| Candidate | Overlap with IWD | Reading |
|---|---|---|
| VTV Vanguard Value ETF | 72.3% | similar exposure, different basket |
| IVE iShares S&P 500 Value ETF | 66.9% | similar exposure, different basket |
| VYM Vanguard High Dividend Yield ETF | 58.9% | looser substitute |
| IVV iShares Core S&P 500 ETF | 54.4% | looser substitute |
| SCHB Schwab U.S. Broad Market ETF | 54.3% | looser substitute |