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Data as of Sep 12, 2026. Both funds on the fields they both publish, from the same sources.

ETFIQetfiq.com · independent ETF data

DVY vs URTH: how they differ

DVY and URTH hold 6% of their weight in the same names, and DVY returned more over the year.

iShares Select Dividend ETF and iShares MSCI World ETF.

What they hold in common

By the books each fund has filed, DVY and URTH hold 6% of their money in the same securities at the same weight.

Positions DVY and URTH both hold, largest shared weight first
HoldingDVYURTH
EXXON MOBIL CORP0.99%0.67%
CHEVRON CORP1.38%0.38%
COCA-COLA COMPANY (THE)0.92%0.35%
MERCK & COMPANY INC0.87%0.32%
INTERNATIONAL BUSINESS MACHINES CORP0.83%0.30%
PHILIP MORRIS INTERNATIONAL INC1.02%0.30%
VERIZON COMMUNICATIONS INC1.85%0.22%
MCDONALD'S CORP0.69%0.22%
NEXTERA ENERGY INC0.98%0.20%
AT&T INC1.23%0.19%
GILEAD SCIENCES INC0.66%0.18%
PFIZER INC2.22%0.16%
Largest positions each one holds and the other does not
Only in DVYOnly in URTH
LYONDELLBASELL INDUSTRIES NV 1.53%NVIDIA CORPORATION 5.64%
APA CORP 1.18%APPLE INC. 5.04%
SMURFIT WESTROCK PLC 1.08%MICROSOFT CORPORATION 3.50%
INVESCO LTD 1.07%AMAZON.COM, INC. 2.86%
PINNACLE WEST CAPITAL CORP 1.03%ALPHABET INC. 2.43%
FIRST HORIZON CORP 0.99%BROADCOM INC. 2.21%
SKYWORKS SOLUTIONS INC 0.98%ALPHABET INC. 2.01%
UNUM GROUP 0.95%META PLATFORMS, INC. 1.51%

Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed. Above 50%, holding both is close to holding one of them twice. Holdings dated Apr 30, 2026 and May 31, 2026.

DVY and URTH on the fields both publish, as of Sep 12, 2026. Source: ETFIQ.
DVY
iShares Select Dividend ETF
URTH
iShares MSCI World ETF
Where it sitsCore index fundCore index fund
IssueriSharesiShares
What it isUS dividendMSCI World
Total return, 1 year+18.0%+17.4%
S&P 500 over the same days+17.5%+17.5%
Gap to the S&P 500+0.5 pts−0.1 pts
Expense ratio0.38%0.24%
Already in the S&P 50080.5%70.3%
Holdings1001322

DVY in plain words

DVY is an index equity fund tracking the US dividend. Over the year to Sep 11, 2026 it returned +18.0% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.38% a year. By its holdings filed for Apr 30, 2026, 80% of the fund by weight is stocks the S&P 500 also holds, across 100 positions, with the top ten at 18.3%.

URTH in plain words

URTH is an index equity fund tracking the MSCI World. Over the year to Sep 11, 2026 it returned +17.4% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.24% a year. By its holdings filed for May 31, 2026, 70% of the fund by weight is stocks the S&P 500 also holds, across 1322 positions, with the top ten at 27.8%.

Questions people ask

Which returned more over the last year, DVY or URTH?
In the year to Sep 12, 2026, with distributions reinvested, DVY returned +18.0% and URTH returned +17.4%, so DVY returned more. One year is one year; the longer windows are in the table.
Which is cheaper, DVY or URTH?
DVY charges 0.38% a year and URTH charges 0.24%, so URTH is cheaper. Fees come from each fund's prospectus.
How much do DVY and URTH overlap with the S&P 500?
By their latest filed holdings, 80% of DVY and 70% of URTH by weight is stocks the S&P 500 already holds. Between the two funds, 6% of their books are the same securities at the same weight.

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Where these figures came from

ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.

DVY against URTH, ETFIQ, data as of Sep 12, 2026. Every figure is arithmetic on a named public source; the method is at etfiq.com/methodology. A comparison is not a recommendation.

Cite this page. ETFIQ, DVY against URTH, data as of Sep 12, 2026. https://etfiq.com/compare/any/DVY-URTH Free to use with attribution; the underlying files are at Open data.

A comparison is not a recommendation. Standards and sources