IWV vs LVHD: holdings overlap, shared companies and scores
As of October 9, 2026, IWV and LVHD overlap 6.8% by weight. iShares Russell 3000 ETF (IWV): U.S. total market index. Franklin U.S. Low Volatility High Dividend Index ETF (LVHD): High-dividend U.S. stocks.
Updated October 9, 2026
Where IWV and LVHD trade against their own history
IWV trades at 24.1 times earnings, against its own median of 22.2, and is more expensive than 63% of its own 115 monthly readings since 2017.
LVHD trades at 18.5 times earnings, against its own median of 17.6, and is more expensive than 68% of its own 115 monthly readings since 2017.
What moved IWV and LVHD this week
IWV rose 1.1% in the week to October 9, 2026. The holdings that moved it most were Microsoft (+3.4%), Amazon.com (+4.3%) and Alphabet (+2.4%); Nvidia (−2.0%) pushed the other way.
LVHD rose 1.5% in the week to October 9, 2026. The holdings that moved it most were Altria (+6.4%), Procter & Gamble (+4.4%) and Automatic Data Processing (+5.1%); Verizon Communications (−9.3%) pushed the other way.
What do IWV and LVHD each hold?
What's inside IWV: Tech 43%, Magnificent 7 31%.
35% of IWV is its ten largest holdings.
27% of LVHD is its ten largest holdings.
How much do IWV and LVHD overlap? 6.8% by weight
As of October 9, 2026, IWV and LVHD overlap 6.8% by weight.
7% of IWV is already inside LVHD.
99% of LVHD is already inside IWV.
IWV holds 2,587 companies and LVHD holds 115; 114 are in both.
Computed by ETF Copilot from both funds' holdings rather than quoted from a data provider, and rebuilt nightly.
How does ETF Copilot score IWV and LVHD? 6.5 and 4.7 out of 10
As of October 9, 2026, ETF Copilot scores IWV 6.5 out of 10 and LVHD 4.7 out of 10.
They differ most on Return: IWV 7.6 and LVHD 2.2.
The five factor scores behind them are set out below, 0–10 and higher is better, ranked against every US equity ETF we track.
| Factor | IWV | LVHD |
|---|---|---|
| Growth | 7.1 | 2.6 |
| Value | 3.1 | 5.1 |
| Risk | 6.5 | 9.4 |
| Quality | 7.8 | 6.3 |
| Return | 7.6 | 2.2 |
IWV is the cheaper of the two at 0.20% a year
As of October 9, 2026, IWV charges 0.20% a year, yields 0.86% and holds $20.5B in assets across 2587 positions.
As of October 9, 2026, LVHD charges 0.27% a year, yields 3.51% and holds $594M in assets across 115 positions.
| Measure | IWV | LVHD |
|---|---|---|
| Expense ratio | 0.20% | 0.27% |
| Dividend yield | 0.86% | 3.51% |
| Assets under management | $20.5B | $594M |
| Holdings | 2587 | 115 |
Expense ratio, dividend yield and assets under management are reported by the fund and refreshed daily. Every other figure on this page is computed by ETF Copilot.
Compare with similar funds
Cite this
ETF Copilot, “IWV vs LVHD holdings overlap and scores”, as of October 9, 2026.
https://etf-copilot.com/compare/iwv-vs-lvhd
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