{"url":"https://etfiq.com/compare/any/eqty-vs-iwd","section":"compare","title":"EQTY vs IWD: ETF Returns, Fees and Overlap | ETFIQ","description":"EQTY vs IWD to Nov 4, 2026: one-year total return +18.0% against +32.8%, expense ratio 0.99% against 0.18%. 17% of their weight is in the same names.","as_of":"Nov 4, 2026","structured_data":[{"@type":"FAQPage","mainEntity":[{"@type":"Question","name":"Which returned more over the last year, EQTY or IWD?","acceptedAnswer":{"@type":"Answer","text":"In the year to Nov 4, 2026, with distributions reinvested, EQTY returned +18.0% and IWD +32.8%."}},{"@type":"Question","name":"Which is cheaper, EQTY or IWD?","acceptedAnswer":{"@type":"Answer","text":"IWD is cheaper, by 0.81 percentage points a year. That is about $81 on $10,000 held for a year. Fees come from each fund's prospectus."}},{"@type":"Question","name":"How much do EQTY and IWD overlap with the S&P 500?","acceptedAnswer":{"@type":"Answer","text":"By their latest filed holdings, 85% of EQTY and 90% of IWD by weight is stocks the S&P 500 already holds."}}]},{"@type":"BreadcrumbList","itemListElement":[{"@type":"ListItem","position":1,"name":"ETFIQ","item":"https://etfiq.com/"},{"@type":"ListItem","position":2,"name":"Compare ETFs","item":"https://etfiq.com/compare/"},{"@type":"ListItem","position":3,"name":"EQTY vs IWD","item":"https://etfiq.com/compare/any/eqty-vs-iwd"}]},{"@type":"WebPage","name":"EQTY vs IWD: ETF Returns, Fees and Overlap","description":"EQTY vs IWD to Nov 4, 2026: one-year total return +18.0% against +32.8%, expense ratio 0.99% against 0.18%. 17% of their weight is in the same names.","url":"https://etfiq.com/compare/any/eqty-vs-iwd","dateModified":"2026-11-04","speakable":{"@type":"SpeakableSpecification","cssSelector":[".verdict",".lede",".faq"]},"isPartOf":{"@type":"WebSite","name":"ETFIQ","url":"https://etfiq.com"}},{"@type":"Dataset","name":"ETFIQ comparison of EQTY and IWD","description":"EQTY vs IWD to Nov 4, 2026: one-year total return +18.0% against +32.8%, expense ratio 0.99% against 0.18%. 17% of their weight is in the same names.","dateModified":"2026-11-04","creator":{"@id":"https://etfiq.com/#org"},"license":"https://etfiq.com/license/","isAccessibleForFree":true,"url":"https://etfiq.com/compare/any/eqty-vs-iwd","publisher":{"@id":"https://etfiq.com/#org"},"inLanguage":"en","creativeWorkStatus":"Published","distribution":[{"@type":"DataDownload","encodingFormat":"application/json","contentUrl":"https://etfiq.com/data/alternatives.json"},{"@type":"DataDownload","encodingFormat":"application/json","contentUrl":"https://etfiq.com/data/core.json"},{"@type":"DataDownload","encodingFormat":"application/json","contentUrl":"https://etfiq.com/data/crypto.json"},{"@type":"DataDownload","encodingFormat":"application/json","contentUrl":"https://etfiq.com/data/funds.json"},{"@type":"DataDownload","encodingFormat":"application/json","contentUrl":"https://etfiq.com/data/income.json"},{"@type":"DataDownload","encodingFormat":"application/json","contentUrl":"https://etfiq.com/data/leverage.json"},{"@type":"DataDownload","encodingFormat":"application/json","contentUrl":"https://etfiq.com/data/thematic.json"}]},{"@type":"BreadcrumbList","itemListElement":[{"@type":"ListItem","position":1,"name":"ETFIQ","item":"https://etfiq.com/"},{"@type":"ListItem","position":2,"name":"Compare ETFs","item":"https://etfiq.com/compare/"},{"@type":"ListItem","position":3,"name":"EQTY vs IWD","item":"https://etfiq.com/compare/any/eqty-vs-iwd"}]},{"@type":"WebPage","name":"EQTY vs IWD: ETF Returns, Fees and Overlap","description":"EQTY vs IWD to Nov 4, 2026: one-year total return +18.0% against +32.8%, expense ratio 0.99% against 0.18%. 17% of their weight is in the same names.","url":"https://etfiq.com/compare/any/eqty-vs-iwd","dateModified":"2026-11-04","isPartOf":{"@type":"WebSite","name":"ETFIQ","url":"https://etfiq.com"},"speakable":{"@type":"SpeakableSpecification","cssSelector":[".verdict",".lede",".faq"]},"publisher":{"@id":"https://etfiq.com/#org"}}],"characters":5354,"truncated":true,"content":"ETFIQ / Compare ETFs / EQTY vs IWD \n \n Data as of Nov 4, 2026.\n ETFIQ etfiq.com \u00b7 independent ETF data \n EQTY vs IWD: Differences, Returns & Fees\n Over the year to Nov 4, 2026, EQTY returned +18.0% to IWD's +32.8%; 17% of their weight is in the same names.\n Copy this for sharing \n IWD costs 0.81 points a year less; their one-year returns differ by 14.8 points.\n EQTY and IWD at a glance. As of Nov 4, 2026. Source: ETFIQ. EQTY IWD \n Expense ratio 0.99% 0.18% \n Net assets, EQTY as of Jul 31, 2026 and IWD as of Nov 3, 2026 $1.4bn $83.2bn \n Total return, 1 year +18.0% +32.8% \n What it tracks No ind","source":"ETFIQ, independent ETF data. Recomputed nightly from public filings and prices.","publisher":{"@id":"https://etfiq.com/#org","name":"ETFIQ","url":"https://etfiq.com"},"license":"https://etfiq.com/license/","license_text":"Data ETFIQ computes is free to use with attribution: ETFIQ (etfiq.com). Issuer data stays under its owner's terms.","citation":"ETFIQ, EQTY against IWD, data as of Nov 4, 2026. https://etfiq.com/compare/any/eqty-vs-iwd","a":{"ticker":"EQTY","name":"Kovitz Core Equity ETF","issuer":"Focus Partners Wealth","desk":"core","as_of":"2026-11-04","verdict":"EQTY is actively managed and returned +18.0% over the past year.","url":"https://etfiq.com/funds/eqty","key_facts":[{"label":"Total return, 1 year","value":"+18.0%","as_of":"2026-11-04","source":"computed by ETFIQ from Tiingo daily prices"},{"label":"Expense ratio","value":"0.99%","as_of":"2026-02-27","source":"485BPOS XBRL, Feb 27, 2026"},{"label":"Holdings","value":"39","as_of":"2026-07-31","source":"its SEC filing (Form N-PORT)"},{"label":"Below its high","value":"0.0%","as_of":"2026-11-04","source":"ETFIQ"},{"label":"12-month yield, capital gains included, on its starting price","value":"0.0%","as_of":"2026-11-04","source":"computed by ETFIQ from Tiingo daily prices and distributions"},{"label":"Last payment (paid annually), ex-date Dec 26, 2025","value":"$0.0061","as_of":"2025-12-26","source":"Tiingo end-of-day distributions"},{"label":"Net assets","value":"$1.4bn","as_of":"2026-07-31","source":"SEC filing, whole fund, as filed for Jul 31, 2026"}]},"b":{"ticker":"IWD","name":"iShares Russell 1000 Value ETF","issuer":"iShares","desk":"core","as_of":"2026-11-04","verdict":"IWD tracks the Russell 1000 value and returned +32.8% over the past year.","url":"https://etfiq.com/funds/iwd","key_facts":[{"label":"Total return, 1 year","value":"+32.8%","as_of":"2026-11-04","source":"computed by ETFIQ from Tiingo daily prices"},{"label":"Expense ratio","value":"0.18%","as_of":"2026-07-27","source":"485BPOS XBRL, Jul 27, 2026"},{"label":"Holdings","value":"870","as_of":"2026-11-03","source":"the issuer\u2019s daily holdings file"},{"label":"Below its high","value":"0.0%","as_of":"2026-11-04","source":"ETFIQ"},{"label":"12-month yield, capital gains included, on its starting price","value":"1.7%","as_of":"2026-11-04","source":"computed by ETFIQ from Tiingo daily prices and distributions"},{"label":"Last payment (paid quarterly), ex-date Sep 15, 2026","value":"$0.9304","as_of":"2026-09-15","source":"Tiingo end-of-day distributions"},{"label":"Net assets","value":"$83.2bn","as_of":"2026-11-03","source":"the issuer\u2019s own daily fund list, as of Nov 3, 2026"}]},"overlap_pct":17,"full_text_at":"https://etfiq.com/compare/any/eqty-vs-iwd"}