DSI vs IWB: Differences, Returns & Fees
DSI and IWB hold 51% of their weight in the same names, and DSI returned +18.7% over the year. Net assets on Oct 9, 2026: $5.6bn for iShares ESG MSCI KLD 400 ETF and $49.6bn for iShares Russell 1000 ETF.
IWB costs 0.10 points a year less; their one-year returns differ by 2.1 points; IWB is 8.9 times larger.
| DSI | IWB | |
|---|---|---|
| Expense ratio | 0.25% | 0.15% |
| Net assets | $5.6bn | $49.6bn |
| Total return, 1 year | +18.7% | +16.6% |
| What it tracks | MSCI KLD 400 Social Index | Russell 1000 Index |
| Holdings in common | 51% | |
| Top ten holdings, share of the fund | 46.2% | 36.1% |
Holdings in common uses holdings dated Oct 9, 2026.
What they hold in common
By the books each fund has filed, DSI and IWB hold 51% of their money in the same securities at the same weight. Above 50%, holding both is close to holding one of them twice. Holdings dated Oct 9, 2026.
half
51% in common
On the same fields
DSI and IWB on the fields both publish, as of Oct 9, 2026. Source: ETFIQ.
About DSI
DSI tracks an index. Over the year to Oct 9, 2026 it returned +18.7% with distributions reinvested. The prospectus expense ratio is 0.25% a year. By its holdings published by its issuer for Oct 9, 2026, 97% of the fund by weight is stocks the S&P 500 also holds, across 403 positions, with the top ten at 46.2%.
About IWB
IWB tracks the Russell 1000. Over the year to Oct 9, 2026 it returned +16.6% with distributions reinvested, against +16.8% for its benchmark, the Russell 1000 Index. The prospectus expense ratio is 0.15% a year. By its holdings published by its issuer for Oct 9, 2026, 92% of the fund by weight is stocks the S&P 500 also holds, across 1,025 positions, with the top ten at 36.1%.
Questions people ask
- Which returned more over the last year, DSI or IWB?
- In the year to Oct 9, 2026, with distributions reinvested, DSI returned +18.7% and IWB +16.6%.
- Which is cheaper, DSI or IWB?
- IWB is cheaper, by 0.10 percentage points a year. That is about $10 on $10,000 held for a year. Fees come from each fund's prospectus.
ETFIQ links to the documents behind every figure; a link is not an endorsement. 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, DSI against IWB, data as of Oct 9, 2026. https://etfiq.com/compare/any/dsi-vs-iwb
ETFIQ. (Oct 9, 2026). DSI against IWB. Retrieved from https://etfiq.com/compare/any/dsi-vs-iwb
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