RPV VS IWD: A Comprehensive Comparison of ETFs
4 min read
By Beqa Bumbeishvili, ETF Insider

RPV VS IWD: A Comprehensive Comparison of ETFs

Exchange-Traded Funds (ETFs) have transformed the investment landscape, providing investors with diversified exposure to various sectors and asset classes. In this article, we will conduct a comprehensive comparison between two prominent ETFs: RPV (Invesco S&P 500 Pure Value ETF) and IWD (iShares Russell 1000 Value ETF). We'll explore a range of key aspects, including their tickers, full names, issuers, sectors, top holdings, capitalization, strategy, tracking, and exposure.

RPV VS IWD: Overview

RPV and IWD are two ETFs that offer distinct investment strategies within the value investing space. RPV focuses on providing exposure to pure value stocks within the S&P 500 index, while IWD tracks the performance of value stocks in the broader Russell 1000 index. This distinction in focus leads to differences in their composition and potential risk-reward profiles.

RPV VS IWD: Sectors and Top Holdings

RPV's investment objective is to track the performance of companies within the S&P 500 index that exhibit strong value characteristics. On the other hand, IWD aims to mirror the performance of value stocks within the larger Russell 1000 index. While RPV's holdings span various sectors, IWD's portfolio also encompasses a broad range of industries, highlighting the different ways each ETF approaches value investing.

RPV overlap RPV VS IWD: A Comprehensive Comparison of ETFsRPV overlap RPV VS IWD: A Comprehensive Comparison of ETFs

RPV VS IWD: Capitalization and Strategy

RPV's capitalization reflects its focus on pure value stocks within the S&P 500, offering investors exposure to companies that are currently considered undervalued by the market. IWD, with its strategy rooted in the Russell 1000 value stocks, provides a broader perspective on value investing. Investors seeking targeted exposure to well-established value companies might find RPV appealing, whereas those looking for a more diversified approach might lean toward IWD.

RPV VS IWD: Tracking and Exposure

RPV's tracking strategy involves capturing the performance of a selection of S&P 500 companies that display strong value characteristics. IWD's approach entails tracking value stocks across a broader spectrum of the Russell 1000 index. These distinct tracking methodologies result in varying levels of exposure to value-oriented companies, making RPV more focused and IWD more diversified in its coverage.

Conclusion

RPV and IWD represent two different avenues for investors interested in value-oriented investing. Whether investors are inclined to focus on pure value stocks within the S&P 500 through RPV or prefer a broader exposure to value stocks within the Russell 1000 through IWD, each ETF offers a unique perspective. For those seeking deeper insights into holdings, correlations, overlaps, and other valuable information, utilizing tools like ETF insider can provide valuable insights. This user-friendly app facilitates exploration of various financial instruments, empowering investors with crucial data for making informed decisions.

Disclaimer: This article does not provide any investment advisory services.

Sources: Invesco, iShares, ETF insider

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