iShares Russell 1000 Value ETF (IWD) belongs to the Large Cap Value Equities category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with IWD. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to IWD
IWD charges 0.18% annually. There are 23 ETFs in the Large Cap Value Equities category with lower expense ratios, going as low as 0.04%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| iShares Morningstar Value ETF | 0.04% | 1.30B | Jun 2004 | IWD vs ILCV | |
| iShares Core S&P U.S. Value ETF | 0.04% | 27.02B | Jul 2000 | IWD vs IUSV | |
| Schwab U.S. Large-Cap Value ETF | 0.04% | 15.78B | Dec 2009 | IWD vs SCHV | |
| SPDR Portfolio S&P 500 Value ETF | 0.04% | 35.82B | Sep 2000 | IWD vs SPYV | |
| Vanguard Value ETF | 0.04% | 245.00B | Jan 2004 | IWD vs VTV |
Best Risk-Adjusted Alternatives to IWD
IWD has a PortfoliosLab risk / return rank of 91. There are 19 ETFs in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| iShares MSCI USA Value Factor ETF | 96 | 9.78B | Apr 2013 | IWD vs VLUE | |
| Invesco Dynamic Large Cap Value ETF | 95 | 1.62B | Mar 2005 | IWD vs PWV | |
| SEI Enhanced US Large Cap Value Factor ETF | 94 | 956.28M | May 2022 | IWD vs SEIV | |
| Avantis U.S. Large Cap Value ETF | 93 | 16.76B | Sep 2021 | IWD vs AVLV | |
| Schwab Fundamental U.S. Large Company Index ETF | 93 | 26.25B | Aug 2013 | IWD vs FNDX |
Top Performing IWD Alternatives (YTD)
IWD is at 18.54% YTD. There are 17 ETFs in the Large Cap Value Equities category with higher YTD returns, going as high as 42.84%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| iShares MSCI USA Value Factor ETF | 42.84% | 9.78B | Apr 2013 | IWD vs VLUE | |
| Clough Select Equity ETF | 24.90% | 56.12M | Nov 2020 | IWD vs CBSE | |
| Eventide High Dividend ETF | 22.35% | 150.61M | Sep 2024 | IWD vs ELCV | |
| iShares Core Dividend ETF | 22.13% | 1.59B | Nov 2017 | IWD vs DIVB | |
| VictoryShares Free Cash Flow ETF | 21.96% | 8.17B | Jun 2023 | IWD vs VFLO |
Lowest Volatility Alternatives to IWD
IWD has 11.34% 1-year volatility. There are 67 ETFs in the Large Cap Value Equities category with lower 1-year volatility, going as low as 4.16%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| KraneShares Wahed Alternative Income Index ETF | 4.16% | 60.27M | Oct 2025 | IWD vs KWIN | |
| WisdomTree U.S. LargeCap Dividend Fund | 8.96% | 6.21B | Jun 2006 | IWD vs DLN | |
| Bahl & Gaynor Income Growth ETF | 8.98% | 342.03M | Sep 2023 | IWD vs BGIG | |
| Morgan Dempsey Large Cap Value ETF | 9.02% | 32.39M | Apr 2023 | IWD vs MDLV | |
| Absolute Select Value ETF | 9.11% | 142.20M | Jan 2020 | IWD vs ABEQ |
Lowest Drawdown Alternatives to IWD
IWD has a 1-year max drawdown of -6.79%. There are 54 ETFs in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -4.05%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco Dynamic Large Cap Value ETF | -4.05% | 1.62B | Mar 2005 | IWD vs PWV | |
| First Trust Morningstar Dividend Leaders Index Fun... | -4.27% | 7.48B | Mar 2006 | IWD vs FDL | |
| Morgan Dempsey Large Cap Value ETF | -4.27% | 32.39M | Apr 2023 | IWD vs MDLV | |
| Hartford US Value ETF | -4.93% | 48.88M | Dec 2023 | IWD vs VMAX | |
| Eventide High Dividend ETF | -5.05% | 150.61M | Sep 2024 | IWD vs ELCV |
Other ETFs from iShares
The 10 most viewed iShares ETFs shown here include SGOV, IBIT, SOXX and span 14 categories. AUM among these funds goes as high as $894B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| iShares 0-3 Month Treasury Bond ETF | Ultrashort Bond | 100 | 1.92% | 97.69B | May 2020 | IWD vs SGOV | |
| iShares Bitcoin Trust ETF | Cryptocurrency | 1 | -29.06% | 46.82B | Jan 2024 | IWD vs IBIT | |
| iShares Semiconductor ETF | Semiconductors, Technology Equities | 93 | 84.03% | 47.60B | Jul 2001 | IWD vs SOXX | |
| iShares Core S&P 500 ETF | S&P 500 | 66 | 10.46% | 894.38B | May 2000 | IWD vs IVV | |
| iShares 20+ Year Treasury Bond ETF | Government Bonds, Long-Term Bond | 13 | -1.48% | 42.18B | Jul 2002 | IWD vs TLT | |
| iShares Core Dividend Growth ETF | Large Cap Growth Equities, Dividend | 86 | 12.23% | 42.05B | Jun 2014 | IWD vs DGRO | |
| iShares Silver Trust | Silver, Precious Metals | 27 | -19.03% | 28.37B | Apr 2006 | IWD vs SLV | |
| iShares Gold Trust | Gold, Precious Metals | 22 | -7.29% | 60.94B | Jan 2005 | IWD vs IAU | |
| iShares Russell 2000 ETF | Small Cap Blend Equities | 69 | 19.72% | 83.34B | May 2000 | IWD vs IWM | |
| iShares MSCI ACWI ETF | Global Equities | 63 | 10.93% | 33.36B | Mar 2008 | IWD vs ACWI |
Often Compared With IWD
Investors most often compare IWD with IWF, IWB, QQQ. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.
Compare IWD with Any Fund or Stock
Compare IWD with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair IWD with funds that move differently
iShares Russell 1000 Value ETF alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to IWD.
Explore IWD Diversifiers