EFIV vs IWB: Differences, Returns & Fees
EFIV and IWB hold 56% of their weight in the same names, and EFIV returned +19.0% over the year. Net assets: $1.0bn on Oct 8, 2026 for State Street SPDR S&P 500 ESG ETF, and $49.6bn on Oct 9, 2026 for iShares Russell 1000 ETF.
EFIV costs 0.05 points a year less; their one-year returns differ by 2.4 points; IWB is far larger, $49.4bn against $1.0bn.
| EFIV | IWB | |
|---|---|---|
| Expense ratio | 0.10% | 0.15% |
| Net assets, as of Oct 8, 2026 | $1.0bn | $49.4bn |
| Total return, 1 year | +19.0% | +16.6% |
| What it tracks | S&P 500 Scored & Screened Index ? | Russell 1000 Index |
| Holdings in common | 56% | |
| Top ten holdings, share of the fund | 42.5% | 36.1% |
Holdings in common uses holdings dated Oct 8, 2026 and Oct 9, 2026.
What they hold in common
By the books each fund has filed, EFIV and IWB hold 56% 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 8, 2026 and Oct 9, 2026.
half
56% in common
On the same fields
EFIV and IWB on the fields both publish, as of Oct 9, 2026. Source: ETFIQ.
About EFIV
EFIV tracks an index. Over the year to Oct 9, 2026 it returned +19.0% with distributions reinvested, against +19.1% for its benchmark, the S&P 500 Scored & Screened Index ?. The prospectus expense ratio is 0.10% a year. By its holdings published by its issuer for Oct 8, 2026, 100% of the fund by weight is stocks the S&P 500 also holds, across 325 positions, with the top ten at 42.5%.
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, EFIV or IWB?
- In the year to Oct 9, 2026, with distributions reinvested, EFIV returned +19.0% and IWB +16.6%.
- Which is cheaper, EFIV or IWB?
- EFIV is cheaper, by 0.05 percentage points a year. That is about $5 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, EFIV against IWB, data as of Oct 9, 2026. https://etfiq.com/compare/any/efiv-vs-iwb
ETFIQ. (Oct 9, 2026). EFIV against IWB. Retrieved from https://etfiq.com/compare/any/efiv-vs-iwb
[EFIV against IWB (ETFIQ, Oct 9, 2026)](https://etfiq.com/compare/any/efiv-vs-iwb)
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