Data as of Oct 28, 2026.
DVY vs IWM: Differences, Returns & Fees
Over the year to Oct 28, 2026, DVY returned +17.1% to IWM's +14.1%; 1% of their weight is in the same names.
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Net assets on Oct 27, 2026: $23.4bn for iShares Select Dividend ETF and $75.5bn for iShares Russell 2000 ETF.
Pair scorecard
IWM costs 0.19 points a year less; their one-year returns differ by 3.0 points; IWM is 3.2 times larger.
| Measure | DVY | IWM |
|---|---|---|
| Return | ||
| Total return, 1 year | +17.1% | +14.1% |
| Drawdown | ||
| Below its high | 7.6%, high on Aug 14, 2026 | |
| Benchmark | ||
| What it tracks | Dow Jones U.S. Select Dividend Index | Russell 2000 Index |
| Cost and size | ||
| Expense ratio | 0.38% | 0.19% |
| Net assets, as of Oct 27, 2026 | $23.4bn | $75.5bn |
| Holdings | ||
| Holdings in common | 1% | |
| Top ten holdings, share of the fund | 19.7% | 3.3% |
Holdings in common uses holdings dated Oct 27, 2026. Method
Risk and return
Nov 14, 2003 to Oct 23, 2026 · 1,197 weekly returnsDVY returned slightly more: +622.4% to +602.1%. DVY swung less: 17.9% to 22.5%. IWM fell slightly less at its worst: −57.7% to −62.0%.
Full scorecard
9 measures, with how each is measured Open ↓
| Measure | DVY | IWM | Edge | How it is measured |
|---|---|---|---|---|
| Return | ||||
| Total return | +622.4% | +602.1% | DVY (slight) | Price change plus distributions, reinvested. |
| Annualized | +9.0% | +8.8% | Tie | Total return as a yearly rate. |
| Price return | +218.6% | +419.3% | IWM | Price change alone, distributions left out. |
| Risk | ||||
| Volatility | 17.9% | 22.5% | DVY | Spread of weekly returns, annualized. Lower is steadier. |
| Downside deviation | 12.8% | 15.7% | DVY | Like volatility, counting only weeks below the Treasury bill rate. |
| Max drawdown | −62.0% | −57.7% | IWM (slight) | Deepest fall from a high to the low after it. |
| Risk-adjusted | ||||
| Sharpe | 0.47 | 0.41 | DVY | Return above Treasury bills per unit of volatility. |
| Sortino | 0.66 | 0.59 | DVY | Return above Treasury bills per unit of downside deviation. |
| Calmar | 0.14 | 0.15 | IWM (slight) | Annualized return divided by the max drawdown. |
Computed by ETFIQ from Tiingo daily prices and ETFIQ's distribution records, 1,197 weekly returns. Cash rate: the 13-week Treasury bill.
What they share
By the books each fund has filed, DVY and IWM hold 1% of their money in the same securities at the same weight. Holdings dated Oct 27, 2026.
half
1% in common
Only in one fund ↓
Side by side
DVY and IWM on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.
DVY and IWM do different jobs. What does each one do in a portfolio?
- What each follows. DVY follows Dow Jones U.S. Select Dividend Index and IWM follows Russell 2000 Index.
- Holdings in common. 1% of the weight is in the same securities (holdings dated Oct 27, 2026).
- One-year total return. Over 1 year to Oct 28, 2026 DVY returned +17.1% and IWM +14.1% with distributions reinvested, a gap of 3.0 points.
Data as of Oct 28, 2026.
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DVY
DVY tracks an index of US dividend. Over the year to Oct 28, 2026 it returned +17.1% with distributions reinvested. The prospectus expense ratio is 0.38% a year. By its holdings published by its issuer for Oct 27, 2026, 80% of the fund by weight is stocks the S&P 500 also holds, across 101 positions, with the top ten at 19.7%.
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, DVY or IWM?
- In the year to Oct 28, 2026, with distributions reinvested, DVY returned +17.1% and IWM +14.1%.
- Which is cheaper, DVY or IWM?
- IWM is cheaper, by 0.19 percentage points a year. That is about $19 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, DVY against IWM, data as of Oct 28, 2026. https://etfiq.com/compare/any/dvy-vs-iwm
ETFIQ. (Oct 28, 2026). DVY against IWM. Retrieved from https://etfiq.com/compare/any/dvy-vs-iwm
[DVY against IWM (ETFIQ, Oct 28, 2026)](https://etfiq.com/compare/any/dvy-vs-iwm)
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