IWB Broad Market ETF (IWB)
Broad Market · Benchmark: Index Benchmark · Domiciled in US
VMCI-Composite holdings score
ValueMarkers builds the VMCI-Composite by taking the underlying VMCI score for each of the ETF's top-10 holdings and weighting it by the holding's share of the fund. The number summarizes the fundamentals of the largest positions on the five-pillar framework — Value, Quality, Integrity, Growth, Risk.
IWB Broad Market ETF — analysis
For the broad market sleeve, IWB is the $8.3B-AUM option from the issuer family. The expense ratio runs 32 bps on top of the underlying Index Benchmark return. Live trading record: 2008-present.
For ETF buyers who want a single fundamentals number, IWB VMCI-Composite is 69/100. The score is constructed from the top-10 underlying holdings, weighted by their fund weight, and reflects above-average composite quality in the underlying portfolio.
Five-year CAGR on IWB is 17.9%, against 16.0% on the Index Benchmark. The 1.9-percentage-point spread is the cleanest single measure of tracking-and-after-cost behaviour over the period; the three-year CAGR runs 15.6% and the trailing one-year is -29.3%.
Yield read on IWB: 4.40% TTM. The 5-year distribution growth rate of 8.9% per year extends that snapshot into a longer-horizon income picture for buyers comparing ETFs in this category.
Top-10 of IWB accounts for 31% of fund weight, with AAPL the single largest position (3.65%). Sector lead: Technology at 34%, which is the cohort-comparison anchor for active-vs-passive analysis.
Three ETFs to read alongside IWB: SPY, VOO, VTI. They share the broad market mandate but diverge on cost, AUM, and the underlying index family, which is how most allocators end up choosing between them.
Top 25 holdings
| # | Ticker | Weight | VMCI |
|---|---|---|---|
| 1 | AAPL | 3.65% | 84 |
| 2 | MSFT | 3.61% | 62 |
| 3 | NVDA | 3.36% | 81 |
| 4 | AMZN | 3.17% | 88 |
| 5 | GOOGL | 3.17% | 74 |
| 6 | META | 3.07% | 75 |
| 7 | BRK-B | 2.97% | 46 |
| 8 | TSLA | 2.83% | 54 |
| 9 | V | 2.53% | 76 |
| 10 | JPM | 2.49% | 45 |
| 11 | UNH | 2.39% | 51 |
| 12 | XOM | 2.24% | 88 |
| 13 | JNJ | 2.10% | 80 |
| 14 | PG | 1.95% | 49 |
| 15 | MA | 1.80% | 72 |
| 16 | HD | 1.51% | 80 |
| 17 | MRK | 1.46% | 64 |
| 18 | AVGO | 1.17% | 87 |
| 19 | PEP | 0.97% | 73 |
| 20 | COST | 0.97% | 65 |
| 21 | KO | 0.88% | 64 |
| 22 | WMT | 0.58% | 52 |
| 23 | BAC | 0.39% | 82 |
| 24 | CVX | 0.54% | 75 |
| 25 | ADBE | 0.19% | 44 |
Performance & income
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Data refreshed at request time and cached for 6 hours. As of 2026-05-15.