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ITOT vs IWD

Comparison between ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF (ITOT, ETF) and ISHARES RUSSELL 1000 VALUE ETF (IWD, ETF).

5-Year PerformanceITOT has outperformed IWD, delivering a return of +12.0% compared to +11.4%

ITOT vs IWD - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
ITOT
$94B
IWD
$80B
Expense Ratio
Winner
ITOT
0.03%
IWD
0.18%
Max Drawdown
Winner
ITOT
56.33%
IWD
61.91%
Sharpe Ratio
ITOT
1.24
Winner
IWD
1.94
5Y Beta
ITOT
0.99
Winner
IWD
0.73
P/E Ratio
ITOT
29.14
Winner
IWD
23.71
Forward P/E
ITOT
20.63
Winner
IWD
18.43
5Y Dividends CAGR
Winner
ITOT
6.51%
IWD
6.22%
5Y EPS CAGR
Winner
ITOT
25.03%
IWD
12.16%
Debt to Equity
ITOT
31.74%
Winner
IWD
9.51%
P/S Ratio
ITOT
3.47
Winner
IWD
2.41
P/B Ratio
ITOT
5.24
Winner
IWD
3.43

ITOT vs IWD - Holdings Comparison

ITOT and IWD have 701 common holdings. Overlap is 56.75%

ITOT's top 25 holdings weight is 45.47%. IWD's top 25 holdings weight is 40.50%.

RankITOTIWD
#1
NVIDIA CORP (NVDA) - 7.06%
AMAZON.COM INC (AMZN) - 6.07%
#2
APPLE INC (AAPL) - 5.95%
APPLE INC (AAPL) - 5.75%
#3
MICROSOFT CORP (MSFT) - 4.18%
MICROSOFT CORP (MSFT) - 3.94%
#4
AMAZON.COM INC (AMZN) - 3.33%
JPMORGAN CHASE & CO (JPM) - 2.53%
#5
ALPHABET INC CLASS A (GOOGL) - 2.98%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.52%
#6
BROADCOM INC (AVGO) - 2.59%
JOHNSON & JOHNSON (JNJ) - 1.69%
#7
ALPHABET INC CLASS C (GOOG) - 2.39%
EXXONMOBIL HOLDINGS CORP (XOM) - 1.67%
#8
META PLATFORMS INC CLASS A (META) - 1.78%
INTEL CORP (INTC) - 1.30%
#9
TESLA INC (TSLA) - 1.56%
CISCO SYSTEMS INC (CSCO) - 1.28%
#10
MICRON TECHNOLOGY INC (MU) - 1.47%
WALMART INC (WMT) - 1.26%
#11
ELI LILLY AND CO (LLY) - 1.27%
ABBVIE INC (ABBV) - 1.09%
#12
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.25%
UNITEDHEALTH GROUP INC (UNH) - 1.06%
#13
JPMORGAN CHASE & CO (JPM) - 1.18%
BANK OF AMERICA CORP (BAC) - 1.03%
#14
ADVANCED MICRO DEVICES INC (AMD) - 1.08%
PROCTER & GAMBLE CO (PG) - 0.94%
#15
EXXON MOBIL CORP (XOM) - 0.87%
CHEVRON CORP (CVX) - 0.93%
#16
JOHNSON & JOHNSON (JNJ) - 0.80%
THE GOLDMAN SACHS GROUP INC (GS) - 0.91%
#17
VISA INC CLASS A (V) - 0.76%
MERCK & CO INC (MRK) - 0.82%
#18
WALMART INC (WMT) - 0.73%
COCA-COLA CO (KO) - 0.79%
#19
INTEL CORP (INTC) - 0.71%
PHILIP MORRIS INTERNATIONAL INC (PM) - 0.76%
#20
CISCO SYSTEMS INC (CSCO) - 0.66%
META PLATFORMS INC CLASS A (META) - 0.73%
#21
COSTCO WHOLESALE CORP (COST) - 0.60%
WELLS FARGO & CO (WFC) - 0.72%
#22
CATERPILLAR INC (CAT) - 0.59%
RTX CORP (RTX) - 0.72%
#23
LAM RESEARCH CORP (LRCX) - 0.57%
MORGAN STANLEY (MS) - 0.70%
#24
MASTERCARD INC CLASS A (MA) - 0.56%
LINDE PLC (LIN) - 0.66%
#25
APPLIED MATERIALS INC (AMAT) - 0.55%
COSTCO WHOLESALE CORP (COST) - 0.63%
Total Holdings1865823

ITOT vs IWD - Historical Returns

Returns include dividend reinvestment.

1M
ITOT
+0.49%
Winner
IWD
+1.61%
3M
ITOT
+6.53%
Winner
IWD
+9.89%
6M
ITOT
+9.70%
Winner
IWD
+13.70%
1Y
ITOT
+20.70%
Winner
IWD
+28.42%
5Y(CAGR)
Winner
ITOT
+11.99%
IWD
+11.44%
10Y(CAGR)
Winner
ITOT
+14.61%
IWD
+11.26%
Max(CAGR)
Winner
ITOT
+10.62%
IWD
+8.23%

ITOT vs IWD - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

YearITOTIWD
2026+10.56%+17.41%
2025+17.22%+15.91%
2024+24.65%+13.78%
2023+26.70%+11.40%
2022-19.95%-8.06%
2021+27.30%+26.65%
2020+19.80%+2.31%
2019+30.74%+26.15%
2018-5.98%-8.84%
2017+20.37%+12.65%
2016+14.31%+18.65%
2015+0.99%-3.99%
2014+14.13%+14.25%
2013+29.61%+28.94%
2012+14.27%+15.55%
2011+0.56%-1.00%
2010+14.37%+13.28%
2009+23.36%+16.61%
2008-35.62%-35.73%
2007+5.37%-0.33%
2006+13.36%+20.13%
2005+6.51%+7.79%
2004+8.91%+16.44%
2003N/A+25.72%
2002N/A-16.22%
2001N/A-4.66%
2000N/A+8.98%

ITOT vs IWD Drawdown Comparison

The maximum drawdown for ITOT was -55.21%, occurring on Mar 9, 2009. Recovery took 1118 trading sessions.

The maximum drawdown for IWD was -60.09%, occurring on Mar 9, 2009. Recovery took 1424 trading sessions.

The current ITOT drawdown is -1.04%. The current IWD drawdown is -0.81%.

RankITOTIWD
#1-55.21%
Oct 9, 2007 - Mar 16, 2012		-60.09%
Jun 4, 2007 - Jan 29, 2013
#2-35.00%
Feb 19, 2020 - Aug 12, 2020		-38.51%
Feb 13, 2020 - Dec 4, 2020
#3-25.35%
Jan 3, 2022 - Dec 18, 2023		-34.08%
May 21, 2001 - Dec 29, 2003
#4-20.11%
Sep 20, 2018 - Apr 23, 2019		-19.03%
Jan 12, 2022 - Dec 14, 2023
#5-19.44%
Feb 19, 2025 - Jun 27, 2025		-18.31%
Jan 26, 2018 - Apr 30, 2019
#6-14.40%
May 21, 2015 - Jun 2, 2016		-16.16%
May 21, 2015 - Jun 8, 2016
#7-9.88%
Jan 26, 2018 - Jul 25, 2018		-15.71%
Nov 29, 2024 - Jul 3, 2025
#8-9.81%
Apr 2, 2012 - Aug 16, 2012		-12.19%
Feb 12, 2001 - May 16, 2001
#9-9.62%
Jul 19, 2007 - Oct 5, 2007		-7.85%
Sep 18, 2014 - Nov 5, 2014
#10-9.37%
Sep 2, 2020 - Nov 9, 2020		-7.59%
Mar 5, 2004 - Sep 7, 2004
#11-8.90%
Jan 27, 2026 - Apr 14, 2026		-7.25%
May 10, 2006 - Aug 16, 2006
#12-8.50%
Jul 16, 2024 - Sep 19, 2024		-6.79%
Feb 27, 2026 - Apr 14, 2026
#13-8.14%
May 9, 2006 - Sep 26, 2006		-6.77%
Mar 4, 2005 - Jun 17, 2005
#14-7.87%
Mar 5, 2004 - Nov 4, 2004		-6.74%
Jul 26, 2019 - Sep 12, 2019
#15-7.39%
Sep 14, 2012 - Jan 2, 2013		-6.50%
Sep 16, 2005 - Nov 21, 2005

Correlation

Correlation between ITOT and IWD is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.

0.99
-101

Dividend Comparison (2000 - 2026)

ITOT vs IWD dividend yield comparison.

YearITOTIWD
20260.45%0.64%
20251.11%1.69%
20241.23%1.87%
20231.47%2.02%
20221.66%2.15%
20211.18%1.62%
20201.41%2.05%
20191.88%2.45%
20182.14%2.71%
20171.69%2.09%
20161.83%2.25%
20152.01%2.47%
20141.71%2.00%
20131.69%1.95%
20121.94%2.30%
20111.85%2.30%
20101.64%1.98%
20091.85%2.36%
20082.69%3.70%
20071.65%2.40%
20061.47%2.05%
20051.55%2.46%
20041.53%1.96%
20030.00%1.91%
20020.00%2.14%
20010.00%1.56%
20000.00%0.74%

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