Data as of Oct 28, 2026.
DIA vs IWM: Differences, Returns & Fees
Over the year to Oct 28, 2026, DIA returned +11.6% to IWM's +14.1%; 0% of their weight is in the same names.
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Net assets on Oct 27, 2026: $45.9bn for SPDR Dow Jones Industrial Average ETF Trust and $75.5bn for iShares Russell 2000 ETF.
Pair scorecard
DIA costs 0.03 points a year less; their one-year returns differ by 2.5 points; IWM is 1.6 times larger.
| Measure | DIA | IWM |
|---|---|---|
| Return | ||
| Total return, 1 year | +11.6% | +14.1% |
| Drawdown | ||
| Below its high | 3.0%, high on Aug 5, 2026 | 7.6%, high on Aug 14, 2026 |
| Benchmark | ||
| What it tracks | Dow Jones Industrial Average | Russell 2000 Index |
| Cost and size | ||
| Expense ratio | 0.16% | 0.19% |
| Net assets, as of Oct 27, 2026 | $45.9bn | $75.5bn |
| Holdings | ||
| Holdings in common | 0% | |
| Top ten holdings, share of the fund | 54.7% | 3.3% |
Holdings in common uses holdings dated Oct 27, 2026. Method
Risk and return
Jun 2, 2000 to Oct 23, 2026 · 1,377 weekly returnsDIA returned more: +751.8% to +656.6%. DIA swung less: 16.9% to 22.3%. DIA fell less at its worst: −50.9% to −57.7%.
Full scorecard
9 measures, with how each is measured Open ↓
| Measure | DIA | IWM | Edge | How it is measured |
|---|---|---|---|---|
| Return | ||||
| Total return | +751.8% | +656.6% | DIA | Price change plus distributions, reinvested. |
| Annualized | +8.4% | +7.9% | DIA (slight) | Total return as a yearly rate. |
| Price return | +385.0% | +438.6% | IWM | Price change alone, distributions left out. |
| Risk | ||||
| Volatility | 16.9% | 22.3% | DIA | Spread of weekly returns, annualized. Lower is steadier. |
| Downside deviation | 12.1% | 15.7% | DIA | Like volatility, counting only weeks below the Treasury bill rate. |
| Max drawdown | −50.9% | −57.7% | DIA | Deepest fall from a high to the low after it. |
| Risk-adjusted | ||||
| Sharpe | 0.46 | 0.38 | DIA | Return above Treasury bills per unit of volatility. |
| Sortino | 0.64 | 0.53 | DIA | Return above Treasury bills per unit of downside deviation. |
| Calmar | 0.17 | 0.14 | DIA | Annualized return divided by the max drawdown. |
Computed by ETFIQ from Tiingo daily prices and ETFIQ's distribution records, 1,377 weekly returns. Cash rate: the 13-week Treasury bill.
What they share
By the books each fund has filed, DIA and IWM hold 0% of their money in the same securities at the same weight. Holdings dated Oct 27, 2026.
half
0% in common
Only in one fund ↓
Side by side
DIA and IWM on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.
DIA and IWM do different jobs. What does each one do in a portfolio?
- What each follows. DIA follows Dow Jones Industrial Average and IWM follows Russell 2000 Index.
- Holdings in common. 0% of the weight is in the same securities (holdings dated Oct 27, 2026).
- One-year total return. Over 1 year to Oct 28, 2026 DIA returned +11.6% and IWM +14.1% with distributions reinvested, a gap of 2.5 points.
Data as of Oct 28, 2026.
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DIA
DIA tracks the Dow Jones Industrial Average. Over the year to Oct 28, 2026 it returned +11.6% with distributions reinvested. The prospectus expense ratio is 0.16% a year. By its holdings published by its issuer for Oct 27, 2026, 97% of the fund by weight is stocks the S&P 500 also holds, across 30 positions, with the top ten at 54.7%. It sat 3.0% below its high of Aug 5, 2026 on Oct 28, 2026.
IWM
IWM tracks the Russell 2000. Over the year to Oct 28, 2026 it returned +14.1% with distributions reinvested, against +14.3% for its benchmark, the Russell 2000 Index. The prospectus expense ratio is 0.19% a year. By its holdings published by its issuer for Oct 27, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 1,977 positions, with the top ten at 3.3%. It sat 7.6% below its high of Aug 14, 2026 on Oct 28, 2026.
Questions people ask
- Which returned more over the last year, DIA or IWM?
- In the year to Oct 28, 2026, with distributions reinvested, DIA returned +11.6% and IWM +14.1%.
- Which is cheaper, DIA or IWM?
- DIA is cheaper, by 0.03 percentage points a year. That is about $3 on $10,000 held for a year. Fees come from each fund's prospectus.
Links are sources, not endorsements. A comparison is not a recommendation.
How this is computed
Overlap adds up the smaller of the two weights for each security both funds hold.
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ETFIQ, DIA against IWM, data as of Oct 28, 2026. https://etfiq.com/compare/any/dia-vs-iwm
ETFIQ. (Oct 28, 2026). DIA against IWM. Retrieved from https://etfiq.com/compare/any/dia-vs-iwm
[DIA against IWM (ETFIQ, Oct 28, 2026)](https://etfiq.com/compare/any/dia-vs-iwm)
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