IWD vs JLVP
iShares Russell 1000 Value ETF vs JPMorgan US Large Cap Value Plus ETF
Which is better, IWD or JLVP?
IWD costs less.
IWD has a lower expense ratio.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | IWD | JLVP |
|---|---|---|
| Expense Ratio | 0.18%Best | 1.05% |
| AUM | $83.2B | $28M |
| Dividend Yield | 1.43% | 0.00% |
| Holdings | 869 | 154 |
| YTD Return | +21.07%Best | +1.10% |
| 1Y Return | +27.09% | - |
| 3Y Return (annualized) | +20.91% | - |
| 5Y Return (annualized) | +11.56% | - |
| Fund Family | iShares by BlackRock (US) | J.P. Morgan Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Value |
| Inception | May 22, 2000 | Jul 30, 2026 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.
IWD vs JLVP growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
IWD vs JLVP Performance
iShares Russell 1000 Value ETF (IWD) is an ETF from iShares by BlackRock (US) and JPMorgan US Large Cap Value Plus ETF (JLVP) is an ETF from J.P. Morgan Asset Management. Year to date, IWD is up 21.07% versus a gain of 1.10% for JLVP.
Past performance does not guarantee future results.
Fees and Cost Over Time
IWD charges 0.18% per year while JLVP charges 1.05%. On a $10,000 position that is $18 vs $105 annually, a gap of $87 per year that compounds over a long holding period. On income, IWD currently yields 1.43% against 0.00% for JLVP.
Holdings Overlap
At least 44.0% of IWD's money is in holdings JLVP also owns.
Only one direction is shown: for JLVP, our book for it lists positions totalling 132.0% of the fund, which is what a leveraged book looks like and is not a denominator we can divide by.
The two portfolios partly overlap.
123 positions in common, counted across the 871 positions we hold weights for in IWD and 153 in JLVP, against full books of 869 and 154.
Top Shared Holdings
| Stock | Weight in IWD | Weight in JLVP | Difference |
|---|---|---|---|
| AMZNAmazon.Com Inc | 6.06% | 8.99% | 2.93% |
| MSFTMicrosoft Corp | 5.23% | 6.60% | 1.37% |
| AAPLApple, Inc | 6.01% | 2.59% | 3.42% |
| METAMeta Platforms Inc | 0.80% | 3.27% | 2.47% |
| BACBank of America Corp.: Financials | 0.89% | 2.71% | 1.82% |
| JNJJohnson & Johnson - Common | 1.71% | 1.33% | 0.38% |
| WFCWells Fargo & Co. | 0.67% | 2.30% | 1.63% |
| ABBVAbbvie Inc. | 1.16% | 1.72% | 0.56% |
| XOMExxonmobil Corp. | 1.85% | 1.02% | 0.83% |
| UNHUnitedhealth Group Incorporated | 0.91% | 1.88% | 0.97% |
44.0% of IWD is already inside JLVP.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, IWD or JLVP?
IWD has an expense ratio of 0.18% while JLVP charges 1.05%. IWD is the cheaper option, by $87 a year on a $10,000 investment.
What is the holdings overlap between IWD and JLVP?
At least 44.0% of IWD's money is in holdings JLVP also owns. Our book for JLVP is partial, so the real figure is this or higher. They hold 123 positions in common, counted across the 871 positions we hold weights for in IWD and 153 in JLVP.
Which pays a higher dividend, IWD or JLVP?
IWD yields 1.43% while JLVP yields 0.00%, so IWD currently pays the higher dividend yield.
Is JLVP better than IWD?
IWD has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.