Data as of Nov 4, 2026.
DIA vs IWX: Differences, Returns & Fees
Over the year to Nov 4, 2026, DIA returned +14.9% to IWX's +34.4%; 34% of their weight is in the same names.
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Net assets: $44.9bn on Nov 3, 2026 for SPDR Dow Jones Industrial Average ETF Trust, and $4.1bn on Nov 4, 2026 for iShares Russell Top 200 Value ETF.
Pair scorecard
DIA costs 0.04 points a year less; their one-year returns differ by 19.5 points; DIA is 11.2 times larger.
| Measure | DIA | IWX |
|---|---|---|
| Return | ||
| Total return, 1 year | +14.9% | +34.4% |
| Benchmark | ||
| What it tracks | Dow Jones Industrial Average | Russell Top 200 Value Index |
| Cost and size | ||
| Expense ratio | 0.16% | 0.20% |
| Net assets, as of Nov 3, 2026 | $44.9bn | $4.0bn |
| Holdings | ||
| Holdings in common | 34% | |
| Top ten holdings, share of the fund | 54.3% | 40.3% |
Risk and return
Oct 9, 2009 to Oct 30, 2026 · 890 weekly returnsFrom Oct 2009 to Oct 2026, DIA returned more: +653.7% to +575.2%. IWX swung slightly less: 15.4% to 15.7%. IWX fell slightly less at its worst: −32.7% to −34.5%.
Full scorecard
9 measures, with how each is measured Open ↓
| Measure | DIA | IWX | Edge | How it is measured |
|---|---|---|---|---|
| Return | ||||
| Total return | +653.7% | +575.2% | DIA | Price change plus distributions, reinvested. |
| Annualized | +12.5% | +11.8% | DIA (slight) | Total return as a yearly rate. |
| Price return | +424.0% | +360.1% | DIA | Price change alone, distributions left out. |
| Risk | ||||
| Volatility | 15.7% | 15.4% | IWX (slight) | Spread of weekly returns, annualized. Lower is steadier. |
| Downside deviation | 10.9% | 10.8% | Tie | Like volatility, counting only weeks below the Treasury bill rate. |
| Max drawdown | −34.5% | −32.7% | IWX (slight) | Deepest fall from a high to the low after it. |
| Risk-adjusted | ||||
| Sharpe | 0.73 | 0.71 | DIA (slight) | Return above Treasury bills per unit of volatility. |
| Sortino | 1.06 | 1.00 | DIA (slight) | Return above Treasury bills per unit of downside deviation. |
| Calmar | 0.36 | 0.36 | Tie | Annualized return divided by the max drawdown. |
Computed by ETFIQ from Tiingo daily prices and ETFIQ's distribution records, 890 weekly returns. Cash rate: the 13-week Treasury bill.
What they share
By the books each fund has filed, DIA and IWX hold 34% of their money in the same securities at the same weight. Holdings dated Nov 3, 2026.
half
34% in common
Only in one fund ↓
Side by side
DIA and IWX on the fields both publish, as of Nov 4, 2026. Source: ETFIQ.
Client brief:
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DIA
DIA tracks the Dow Jones Industrial Average. Over the year to Nov 4, 2026 it returned +14.9% with distributions reinvested. The prospectus expense ratio is 0.16% a year. By its holdings published by its issuer for Nov 3, 2026, 97% of the fund by weight is stocks the S&P 500 also holds, across 30 positions, with the top ten at 54.3%.
Over the year to Nov 4, 2026 it returned +34.4% with distributions reinvested, against +14.8% for its benchmark, the Russell 3000 Index.
IWX tracks an index. The prospectus expense ratio is 0.20% a year. By its holdings published by its issuer for Nov 3, 2026, 100% of the fund by weight is stocks the S&P 500 also holds, across 153 positions, with the top ten at 40.3%.
Questions people ask
- Which returned more over the last year, DIA or IWX?
- In the year to Nov 4, 2026, with distributions reinvested, DIA returned +14.9% and IWX +34.4%.
- Which is cheaper, DIA or IWX?
- DIA is cheaper, by 0.04 percentage points a year. That is about $4 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 IWX, data as of Nov 4, 2026. https://etfiq.com/compare/any/dia-vs-iwx
ETFIQ. (Nov 4, 2026). DIA against IWX. Retrieved from https://etfiq.com/compare/any/dia-vs-iwx
[DIA against IWX (ETFIQ, Nov 4, 2026)](https://etfiq.com/compare/any/dia-vs-iwx)
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