Which stocks do IWD and VIG both hold?

219 stocks are in both. The biggest shared positions: AAPL (5.4% of IWD, 4.5% of VIG), MSFT (3.9% of IWD, 4.3% of VIG), JPM (2.5% of IWD, 4.1% of VIG), JNJ (1.7% of IWD, 2.7% of VIG), XOM (1.6% of IWD, 2.8% of VIG).

IWDvsVIG

iShares Russell 1000 Value ETF or Vanguard Dividend Appreciation ETF, side by side from their own SEC filings. 47% of their stock holdings are the same at the same weight, across 219 stocks in both. VIG costs 0.04% a year against 0.18% for IWD, $14 a year less on $10,000. Over the last twelve months IWD returned +26.9% and VIG +18.0%.

47%of the two portfolios is the same stocks at the same weight

IWD48% in stocks the other holds too

VIG76% in stocks the other holds too

stocks in bothstocks only in that fundbonds, cash and unmatched shares

The two funds

From each fund's latest N-PORT filing and its prospectus.

IWDVIGYearly cost0.18%0.04%Net assets$79.7B$130.9BPositions873341Last 12 months+26.9%+18.0%3 years, a year+17.6%+14.9%5 years, a year+11.0%+10.4%Largest holdingAMZN 5.9%AVGO 4.6%Main sectorFinancial Services 19%Technology 25%Holdings as ofJun 30, 2026Jul 31, 2026

Returns are total returns with dividends reinvested, from the funds’ own monthly figures; “(price)” marks a fund whose filing record is younger than a year, whose twelve months are its price change. The stronger figure in each row is set in bold. Past returns say what happened, not what will.

Growth of $100

Both funds from August 2019, the first month both report, dividends reinvested.

IWD$218VIG$229

August 2019June 2026

What they both hold

219 stocks are in both funds: 48% of IWD and 76% of VIG. The biggest shared positions:

Stockin IWDin VIG

AAPLApple Inc.5.4%4.5%MSFTMicrosoft Corporation3.9%4.3%JPMJPMorgan Chase2.5%4.1%JNJJohnson & Johnson1.7%2.7%XOMExxon Mobil Corporation1.6%2.8%CSCOCisco1.3%2.0%WMTWalmart1.3%2.1%ABBVAbbVie1.1%1.9%UNHUnitedHealth Group1.1%1.6%BACBank of America1.0%1.7%

Only in IWD

Its biggest stocks the other fund does not hold.

Only in VIG

Its biggest stocks the other fund does not hold.

More comparisons

IWD vs VONV IUSV vs IWD IWD vs SPYV IVE vs IWD IWD vs PRF DGRO vs VIG VIG vs VYM MGV vs VIG

From each fund’s Form N-PORT (IWD: June 2026, VIG: July 2026) and prospectus, via the SEC’s public data sets. Overlap counts only the stocks we can match to a listing: stock by stock, the smaller of the two weights, added up.