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IWDvsCSTKETF Comparison

ETF 1

IWD

iShares Russell 1000 Value ETF

This fund is part of

US Large Cap Value

-0.21%

Full IWD fund page

VS

ETF 2

CSTK

Invesco Comstock Contrarian Equity ETF

This fund is part of

Uncategorized Equities

+0.08%

Full CSTK fund page

iShares Russell 1000 Value ETF (IWD) belongs to the US Large Cap Value segment. Invesco Comstock Contrarian Equity ETF (CSTK) is part of the Uncategorized Equities segment. IWD's top 3 sector exposures are Financials, Industrials and Information Technology. In contrast, CSTK's top sector exposures are Financials, Health Care and Industrials. IWD is less expensive with a Total Expense Ratio (TER) of 0.18%, versus 0.35% for CSTK. IWD is up 10.18% year-to-date (YTD) with -$2.74B in YTD flows. CSTK performs worse with 8% YTD performance, and +$41M in YTD flows. Run a side-by-side ETF comparison of IWD and CSTK below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.

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IWD vs CSTK performance and flow charts

Performance

Cumulative Flows

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Daily, global ETF data for advanced analysis or integration into apps (API), from our partner Trackinsight.

Data Services

Historic performance and flows

Data as of 05/01/2026

		1M	3M	YTD	1Y	3Y	5Y
Perf.	IWD CSTK	+7.37%+8.12%	+4.55%+3.64%	+10.18%+8.00%	+28.99%+27.69%	+58.15%n/a	+60.35%n/a
Flows	IWD CSTK	-$1.50B+$31M	+$1.72B+$41M	-$2.74B+$41M	-$1.95B+$137M	-$1.29B-	-$2.94B-

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	IWD CSTK	+13.11%+13.43%	+11.26%+11.71%	+13.06%n/a	+14.87%n/a
Max drawdown	IWD CSTK	-6.81%-9.34%	-6.81%-9.34%	-15.64%n/a	-19.11%n/a
Max drawdown duration	IWD CSTK	43d77d	43d77d	213dn/a	700dn/a

Trading data

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	IWD	CSTK
Last sale 5/1/2026 at 1:30 PM	$230.86	$31.45
Previous close 04/29/2026	$231.25	$31.56
Consolidated volume 04/29/2026
Average volume 30 days
Average discount or premium 30 days
Average Bid/Ask spread 30 days

Replication quality

Data as of April 30, 2026

1-year trailing difference

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CSTK

is actively managed and doesn’t replicate an index

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	IWD	CSTK
Tracking error
Tracking difference
1 year cumulative return difference
Best
Worst
Daily return difference
Average
Worst

Main metrics

Last update 5/1/2026 at 1:30 PM

Live

Closed

	IWD	CSTK
Last price	$230.86	$31.45
1D performance	-0.17%	-0.35%
AuM	$73.83 B	$159.59 M
E/R	0.18%	0.35%

Characteristics

	IWD	CSTK
Management strategy	Passive	Active
Provider	iShares	Invesco
Benchmark	Russell 1000 Value Index	-
N° of holdings	787	53
Asset class	Equities	-
Trailing 12m distribution yield	Join	Join
Inception date	May 22, 2000	May 7, 2025
ESG	No	No

More IWD data on Trackinsight

More CSTK data on Trackinsight

Exposure

Countries

IWD

USA

94.69%

Other

5.31%

CSTK

USA

90.37%

Other

9.63%

Sectors

IWD

Financials

18.78%

Industrials

12.82%

Information Techn.

11.71%

Health Care

11.33%

Communication Ser.

7.79%

Energy

7.61%

Other

29.96%

CSTK

Financials

21.21%

Health Care

15.22%

Industrials

13.67%

Information Techn.

11.38%

Consumer Staples

8.94%

Energy

8.15%

Other

21.42%

Diversification

IWD

Total weight of top 15 holdings out of 15

24.33%

CSTK

Total weight of top 15 holdings out of 15

42.84%

Top 15 holdings

Data as of March 31, 2026

IWD

BERKSHIRE HATHWAY

2.91%

JPMORGAN CHASE

2.63%

EXXON

2.36%

ALPHABET INC-CL

1.95%

JOHNSON&JOHNSON

1.94%

AMAZON.COM INC

1.81%

WALMART INC

1.60%

ALPHABET INC-CL

1.59%

CHEVRON TEXACO

1.28%

MICRON TECHNOLOGY

1.24%

PROCTERGAMBLE

1.12%

CISCO-T

1.02%

MERCK & CO INC

0.98%

BK OF AMERICA CO

0.97%

CATERPILLAR

0.95%

CSTK

BK OF AMERICA CO

3.78%

ALPHABET INC-CL

3.66%

CHEVRON TEXACO

3.41%

CISCO-T

3.30%

WELLS FARGO

3.19%

STATE STREET

2.94%

CVS HEALTH CORP

2.87%

SEMPRA ENERGY

2.68%

FEDEX

2.62%

CITIZENS FINANCIAL GROUP

2.48%

SYSCO

2.45%

MERCK & CO INC

2.43%

CONOCOPHILLIPS

2.41%

MICROSOFT-T

2.32%

PHILLIP MORRIS

2.30%

Frequently asked questions about IWD and CSTK

How have the IWD and CSTK ETFs performed in 2026?

As of May 1, 2026, IWD is up 10.18% year-to-date (YTD), while CSTK has returned 8%. That puts IWD better performer ahead so far this year.

Which ETF is attracting more investor money: IWD or CSTK?

Year-to-date, the IWD ETF saw -$2.74B in flows, compared to +$41M for CSTK.

Which ETF is more volatile: IWD or CSTK?

Over the past year, IWD had a volatility of 11.26%, while CSTK experienced 11.71%.

Which ETF is bigger: IWD or CSTK?

As of May 1, 2026, IWD holds $73.83 B in assets under management (AUM), while CSTK manages $159.59 M.

What sectors do the IWD and CSTK ETFs invest in?

IWD leans toward sectors like Financials, Industrials and Information Technology. Meanwhile, CSTK focuses on Financials, Health Care and Industrials.

What are the top holdings of the IWD ETF and CSTK ETF?

IWD top holdings include BERKSHIRE HATHWAY, JPMORGAN CHASE and EXXON. CSTK holds in its top three: BK OF AMERICA CO, ALPHABET INC-CL and CHEVRON TEXACO.

Which ETF is more diversified: IWD or CSTK?

IWD holds 867 securities with 24.33% of its assets in the top 15. CSTK has 53 securities and a top 15 weight of 42.84%.

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IWD

IWDvsCSTKETF Comparison

iShares Russell 1000 Value ETF

Invesco Comstock Contrarian Equity ETF

IWD vs CSTK performance and flow charts

Performance

Cumulative Flows

Get all the metrics on this page, and more, through a reliable ETF data feed

Countries

Sectors

Diversification

Top 15 holdings

How have the IWD and CSTK ETFs performed in 2026?

As of May 1, 2026, IWD is up 10.18% year-to-date (YTD), while CSTK has returned 8%. That puts IWD better performer ahead so far this year.

Which ETF is attracting more investor money: IWD or CSTK?

Year-to-date, the IWD ETF saw -$2.74B in flows, compared to +$41M for CSTK.

Which ETF is more volatile: IWD or CSTK?

Over the past year, IWD had a volatility of 11.26%, while CSTK experienced 11.71%.

Which ETF is bigger: IWD or CSTK?

As of May 1, 2026, IWD holds $73.83 B in assets under management (AUM), while CSTK manages $159.59 M.

What sectors do the IWD and CSTK ETFs invest in?

IWD leans toward sectors like Financials, Industrials and Information Technology. Meanwhile, CSTK focuses on Financials, Health Care and Industrials.

What are the top holdings of the IWD ETF and CSTK ETF?

IWD top holdings include BERKSHIRE HATHWAY, JPMORGAN CHASE and EXXON. CSTK holds in its top three: BK OF AMERICA CO, ALPHABET INC-CL and CHEVRON TEXACO.

Which ETF is more diversified: IWD or CSTK?

IWD holds 867 securities with 24.33% of its assets in the top 15. CSTK has 53 securities and a top 15 weight of 42.84%.

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