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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

FDVV vs IWB: how they differ

FDVV and IWB hold 36% of their weight in the same names.

Fidelity High Dividend ETF and iShares Russell 1000 ETF.

What they hold in common

By the books each fund has filed, FDVV and IWB hold 36% of their money in the same securities at the same weight.

Positions FDVV and IWB both hold, largest shared weight first
HoldingFDVVIWB
NVIDIA CORP6.86%6.73%
APPLE INC5.70%6.03%
MICROSOFT CORP4.50%4.00%
BROADCOM INC3.50%2.54%
ALPHABET INC2.21%3.00%
JPMORGAN CHASE and CO2.58%1.26%
META PLATFORMS INC0.74%1.79%
ELI LILLY and CO0.56%1.38%
BANK OF AMERICA CORPORATION1.78%0.54%
HOME DEPOT INC1.66%0.51%
JOHNSON and JOHNSON0.49%0.88%
PROCTER and GAMBLE CO1.81%0.49%
Largest positions each one holds and the other does not
Only in FDVVOnly in IWB
ORKLA ASA 1.37%AMAZON.COM, INC. 3.33%
BANCA MONTE DEI PASCHI DI SIENA SPA 1.26%ALPHABET INC. 2.42%
DANSKE BANK A/S 1.24%MICRON TECHNOLOGY, INC. 1.88%
BANCO BPM SPA 1.18%TESLA, INC. 1.77%
STELLANTIS NV 0.96%ADVANCED MICRO DEVICES, INC. 1.36%
ACCENTURE PLC 0.73%BERKSHIRE HATHAWAY INC. 1.34%
HONEYWELL INTERNATIONAL INC 0.24%INTEL CORPORATION 0.88%
MITSUI OSK LINES LTD 0.22%APPLIED MATERIALS, INC. 0.83%

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 Jun 30, 2026.

FDVV and IWB on the fields both publish, as of Sep 12, 2026. Source: ETFIQ.
FDVV
Fidelity High Dividend ETF
IWB
iShares Russell 1000 ETF
Where it sitsCore index fundCore index fund
IssuerFidelityiShares
What it isHigh DividendRussell 1000
Total return, 1 year+17.2%+16.7%
S&P 500 over the same days+17.5%+17.5%
Gap to the S&P 500−0.3 pts−0.8 pts
Expense ratio0.15%0.15%
Already in the S&P 50086.7%91.9%
Holdings961024

FDVV in plain words

FDVV is an index equity fund tracking the High Dividend. Over the year to Sep 11, 2026 it returned +17.2% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.15% a year. By its holdings filed for Apr 30, 2026, 87% of the fund by weight is stocks the S&P 500 also holds, across 96 positions, with the top ten at 32.5%.

IWB in plain words

IWB is an index equity fund tracking the Russell 1000. Over the year to Sep 11, 2026 it returned +16.7% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. By its holdings filed for Jun 30, 2026, 92% of the fund by weight is stocks the S&P 500 also holds, across 1024 positions, with the top ten at 33.5%.

Questions people ask

Which returned more over the last year, FDVV or IWB?
In the year to Sep 12, 2026, with distributions reinvested, FDVV returned +17.2% and IWB returned +16.7%, so FDVV returned more. One year is one year; the longer windows are in the table.
Which is cheaper, FDVV or IWB?
FDVV charges 0.15% a year and IWB charges 0.15%, so FDVV is cheaper. Fees come from each fund's prospectus.
How much do FDVV and IWB overlap with the S&P 500?
By their latest filed holdings, 87% of FDVV and 92% of IWB by weight is stocks the S&P 500 already holds. Between the two funds, 36% 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.

FDVV against IWB, 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, FDVV against IWB, data as of Sep 12, 2026. https://etfiq.com/compare/any/FDVV-IWB Free to use with attribution; the underlying files are at Open data.

A comparison is not a recommendation. Standards and sources