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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 VYMI: how they differ

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

iShares Russell 1000 Value ETF and Vanguard International High Dividend Yield Index Fund.

What they hold in common

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

Positions IWD and VYMI both hold, largest shared weight first
HoldingIWDVYMI
Restaurant Brands International Inc.0.03%0.15%
BROOKFIELD ASSET MANAGEMENT LTD.0.00%0.10%
Largest positions each one holds and the other does not
Only in IWDOnly in VYMI
AMAZON.COM, INC. 5.95%HSBC Holdings PLC 1.73%
APPLE INC. 5.38%Novartis AG 1.56%
MICROSOFT CORPORATION 3.89%Nestle SA 1.44%
BERKSHIRE HATHAWAY INC. 2.62%Shell PLC 1.43%
JPMORGAN CHASE & CO. 2.46%Royal Bank of Canada 1.38%
INTEL CORPORATION 1.72%Commonwealth Bank of Australia 1.15%
JOHNSON & JOHNSON 1.72%Toyota Motor Corp 1.12%
EXXON MOBIL CORPORATION 1.60%Mitsubishi UFJ Financial Group Inc 1.08%

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 VYMI on the fields both publish, as of Sep 12, 2026. Source: ETFIQ.
IWD
iShares Russell 1000 Value ETF
VYMI
Vanguard International High Dividend Yield Index Fund
Where it sitsCore index fundCore index fund
IssueriSharesVanguard
What it isRussell 1000 valueInternational High Dividend Yield
Total return, 1 year+27.4%+28.2%
S&P 500 over the same days+17.5%+17.5%
Gap to the S&P 500+9.9 pts+10.7 pts
Expense ratio0.18%0.07%
Already in the S&P 50090.2%0.1%
Holdings8701582

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%.

VYMI in plain words

VYMI is an index equity fund tracking the International High Dividend Yield. Over the year to Sep 11, 2026 it returned +28.2% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.07% a year. By its holdings filed for Apr 30, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 1582 positions, with the top ten at 13.5%.

Questions people ask

Which returned more over the last year, IWD or VYMI?
In the year to Sep 12, 2026, with distributions reinvested, IWD returned +27.4% and VYMI returned +28.2%, so VYMI returned more. One year is one year; the longer windows are in the table.
Which is cheaper, IWD or VYMI?
IWD charges 0.18% a year and VYMI charges 0.07%, so VYMI is cheaper. Fees come from each fund's prospectus.
How much do IWD and VYMI overlap with the S&P 500?
By their latest filed holdings, 90% of IWD and 0% of VYMI by weight is stocks the S&P 500 already holds. Between the two funds, 0% 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.

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

A comparison is not a recommendation. Standards and sources