Get the weekly note

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

ETFIQetfiq.com · independent ETF data

IWC vs SPHD: how they differ

IWC and SPHD are both equity index funds, and over the year IWC returned more, +31.3% against +8.6%.

iShares Micro-Cap ETF and Invesco S&P 500 High Dividend Low Volatility ETF.

IWC and SPHD on the fields both publish, as of Sep 12, 2026. Source: ETFIQ.
IWC
iShares Micro-Cap ETF
SPHD
Invesco S&P 500 High Dividend Low Volatility ETF
Where it sitsCore index fundCore index fund
IssueriSharesInvesco
What it isRussell MicrocapS&P 500 High Dividend Low Volatility
Total return, 1 year+31.3%+8.6%
S&P 500 over the same days+17.5%+17.5%
Gap to the S&P 500+13.8 pts−8.9 pts
Expense rationot published0.30%
Holdingsnot filed49

IWC in plain words

IWC is an index equity fund tracking the Russell Microcap. Over the year to Sep 11, 2026 it returned +31.3% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. It sat 5.0% below its high of Aug 14, 2026 on Sep 11, 2026.

SPHD in plain words

SPHD is an index equity fund tracking the S&P 500 High Dividend Low Volatility. Over the year to Sep 11, 2026 it returned +8.6% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.30% a year. By its holdings filed for May 31, 2026, 96% of the fund by weight is stocks the S&P 500 also holds, across 49 positions, with the top ten at 29.3%. It sat 4.1% below its high of Aug 24, 2026 on Sep 11, 2026.

Questions people ask

Which returned more over the last year, IWC or SPHD?
In the year to Sep 12, 2026, with distributions reinvested, IWC returned +31.3% and SPHD returned +8.6%, so IWC returned more. One year is one year; the longer windows are in the table.

Other comparisons

Where to next

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.

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

A comparison is not a recommendation. Standards and sources