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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

IWD vs USHY: how they differ

IWD and USHY hold 0% of their weight in the same names, and IWD returned more over the year.

iShares Russell 1000 Value ETF and iShares Broad USD High Yield Corporate Bond ETF.

What they hold in common

By the books each fund has filed, IWD and USHY hold 0% of their money in the same securities at the same weight.

Largest positions each one holds and the other does not
Only in IWDOnly in USHY
AMAZON.COM, INC. 5.95%1261229 BC LTD 0.48%
APPLE INC. 5.38%ECHOSTAR CORP 0.42%
MICROSOFT CORPORATION 3.89%QUIKRETE HOLDINGS INC 0.29%
BERKSHIRE HATHAWAY INC. 2.62%SV RNO PROPERTY OWNER 1 0.28%
JPMORGAN CHASE & CO. 2.46%CLOUD SOFTWARE GRP INC 0.27%
INTEL CORPORATION 1.72%WULF COMPUTE LLC 0.26%
JOHNSON & JOHNSON 1.72%ASURION LLC/ASURION CO 0.26%
EXXON MOBIL CORPORATION 1.60%HUB INTERNATIONAL LTD 0.26%

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.

IWD and USHY on the fields both publish, as of Sep 12, 2026. Source: ETFIQ.
IWD
iShares Russell 1000 Value ETF
USHY
iShares Broad USD High Yield Corporate Bond ETF
Where it sitsCore index fundCore index fund
IssueriSharesiShares
What it isRussell 1000 valueBroad USD High Yield Corporate Bond
Total return, 1 year+27.4%+3.3%
S&P 500 over the same days+17.5%+17.5%
Gap to the S&P 500+9.9 pts−14.2 pts
Expense ratio0.18%0.08%
Holdings8701894

IWD in plain words

IWD is an index equity fund tracking the Russell 1000 value. Over the year to Sep 11, 2026 it returned +27.4% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.18% a year. By its holdings filed for Jun 30, 2026, 90% of the fund by weight is stocks the S&P 500 also holds, across 870 positions, with the top ten at 27.9%.

USHY in plain words

USHY is a bond fund tracking the Broad USD High Yield Corporate Bond. Over the year to Sep 11, 2026 it returned +3.3% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.08% a year.

Questions people ask

Which returned more over the last year, IWD or USHY?
In the year to Sep 12, 2026, with distributions reinvested, IWD returned +27.4% and USHY returned +3.3%, so IWD returned more. One year is one year; the longer windows are in the table.
Which is cheaper, IWD or USHY?
IWD charges 0.18% a year and USHY charges 0.08%, so USHY is cheaper. Fees come from each fund's prospectus.

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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.

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

A comparison is not a recommendation. Standards and sources