IWD Large Cap Value ETF (IWD)

IWD Large Cap Value ETF — analysis

In the large cap value group, IWD Large Cap Value ETF (IWD) has gathered $33.3B. The cost line is 30 bps per year, the benchmark is Index Benchmark, and the fund has traded since 2018.

On the ValueMarkers VMCI-Composite read, IWD scores 66/100. The score is the weighted average of the underlying VMCI ratings across the top 10 holdings, which together represent roughly 31% of the fund. That places IWD in above-average composite quality territory inside the Large Cap Value cohort.

IWD compounded at 7.7% per year over the trailing five years, which compares to 6.0% on the benchmark. The 1.7-pp gap captures expense drag plus any active deviation in the strategy.

Trailing yield on IWD is 3.20%, with distributions growing at 8.7% annualized over five years. That combination is the simplest read on whether the fund is structured for current income or distribution growth.

IWD weight stack: top 10 names equal 31%, sector tilt Technology 30%, single-name concentration peaks at AAPL (3.78%). Those three numbers describe the fund's risk shape on a single screen.

Peer ETFs covering the same mandate as IWD: SPY, VOO, VTI. The practical comparison runs on issuer reliability, expense ratio, holdings concentration, and tax efficiency, all of which ValueMarkers surfaces on the individual ETF pages.