Data as of Sep 12, 2026. Both funds on the fields they both publish, from the same sources.
IWM vs SPYD: how they differ
IWM and SPYD hold 0% of their weight in the same names, and IWM returned more over the year.
iShares Russell 2000 ETF and State Street(R) SPDR(R) Portfolio S&P 500(R) High Dividend ETF.
What they hold in common
By the books each fund has filed, IWM and SPYD hold 0% of their money in the same securities at the same weight.
| Only in IWM | Only in SPYD |
|---|---|
| Moog, Inc. 0.38% | Iron Mountain Inc 1.62% |
| Hut 8 Corp. 0.37% | Franklin Resources Inc 1.57% |
| Viasat, Inc. 0.35% | CVS Health Corp 1.53% |
| BrightSpring Health Services, Inc. 0.35% | Host Hotels & Resorts Inc 1.53% |
| Cytokinetics, Inc. 0.35% | Edison International 1.48% |
| MaxLinear, Inc. 0.34% | Target Corp 1.48% |
| Argan, Inc. 0.34% | APA Corp 1.48% |
| UMB Financial Corp. 0.33% | Viatris Inc 1.46% |
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 Jun 30, 2026.
| IWM iShares Russell 2000 ETF | SPYD State Street(R) SPDR(R) Portfolio S&P 500(R) High Dividend ETF | |
|---|---|---|
| Where it sits | Core index fund | Core index fund |
| Issuer | iShares | State Street |
| What it is | Russell 2000 | SPDR Portfolio S&P 500 High Dividend |
| Total return, 1 year | +21.2% | +12.9% |
| S&P 500 over the same days | +17.5% | +17.5% |
| Gap to the S&P 500 | +3.7 pts | −4.6 pts |
| Expense ratio | 0.19% | 0.07% |
| Already in the S&P 500 | 0.0% | 100.0% |
| Holdings | 2014 | 78 |
IWM in plain words
IWM is an index equity fund tracking the Russell 2000. Over the year to Sep 11, 2026 it returned +21.2% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.19% a year. By its holdings filed for Jun 30, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 2014 positions, with the top ten at 3.4%. It sat 5.3% below its high of Aug 14, 2026 on Sep 11, 2026.
SPYD in plain words
SPYD is an index equity fund tracking the SPDR Portfolio S&P 500 High Dividend. Over the year to Sep 11, 2026 it returned +12.9% 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 Jun 30, 2026, 100% of the fund by weight is stocks the S&P 500 also holds, across 78 positions, with the top ten at 15.1%. It sat 4.3% below its high of Aug 24, 2026 on Sep 11, 2026.
Questions people ask
- Which returned more over the last year, IWM or SPYD?
- In the year to Sep 12, 2026, with distributions reinvested, IWM returned +21.2% and SPYD returned +12.9%, so IWM returned more. One year is one year; the longer windows are in the table.
- Which is cheaper, IWM or SPYD?
- IWM charges 0.19% a year and SPYD charges 0.07%, so SPYD is cheaper. Fees come from each fund's prospectus.
- How much do IWM and SPYD overlap with the S&P 500?
- By their latest filed holdings, 0% of IWM and 100% of SPYD 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.
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.
Cite this page. ETFIQ, IWM against SPYD, data as of Sep 12, 2026. https://etfiq.com/compare/any/IWM-SPYD Free to use with attribution; the underlying files are at Open data.
A comparison is not a recommendation. Standards and sources