Which returned more over the last year, HDV or IWB?

In the year to Oct 28, 2026, with distributions reinvested, HDV returned +29.4% and IWB +13.1%.

Which is cheaper, HDV or IWB?

HDV is cheaper, by 0.07 percentage points a year. That is about $7 on $10,000 held for a year. Fees come from each fund's prospectus.

How much do HDV and IWB overlap with the S&P 500?

By their latest filed holdings, 90% of HDV and 92% of IWB by weight is stocks the S&P 500 already holds.

Data as of Oct 28, 2026.

Across categories

HDV vs IWB: Differences, Returns & Fees

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Over the year to Oct 28, 2026, HDV returned +29.4% to IWB's +13.1%; 9% of their weight is in the same names.

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Net assets: $15.9bn on Oct 27, 2026 for iShares Core High Dividend ETF, and $49.1bn on Oct 28, 2026 for iShares Russell 1000 ETF.

HDV on its own →IWB on its own →

At a glance

+29.4%

HDV total return, 1 year

+13.1%

IWB total return, 1 year

0.08%

HDV expense ratio

0.15%

IWB expense ratio

Pair scorecard

HDV costs 0.07 points a year less; their one-year returns differ by 16.3 points; IWB is 3.0 times larger.

HDV vs IWB: Differences, Returns & Fees
Measure	HDV	IWB
Return
Measure	HDV	IWB
Total return, 1 year	+29.4%	+13.1%
Benchmark
Measure	HDV	IWB
What it tracks	Morningstar Dividend Yield Focus Index	Russell 1000 Index
Cost and size
Measure	HDV	IWB
Expense ratio	0.08%	0.15%
Net assets, as of Oct 26, 2026	$16.0bn	$48.7bn
Holdings
Measure	HDV	IWB
Holdings in common	9%
Top ten holdings, share of the fund	55.6%	35.3%

Holdings in common uses holdings dated Oct 27, 2026. Method

What they share

By the books each fund has filed, HDV and IWB hold 9% of their money in the same securities at the same weight. Holdings dated Oct 27, 2026.

50%

0 half 100%

half

9% in common

Positions both hold · largest shared weight first HDV IWB

EXXONMOBIL HOLDINGS CORP 9.48% 1.04%

ABBVIE 6.77% 0.71%

CHEVRON 7.22% 0.60%

PROCTER & GAMBLE 5.46% 0.52%

COCA-COLA 4.26% 0.50%

HOME DEPOT 4.57% 0.45%

PHILIP MORRIS INTERNATIONAL 5.04% 0.44%

AMGEN INC 2.78% 0.34%

PEPSICO 3.89% 0.26%

VERIZON COMMUNICATIONS INC 5.12% 0.26%

ABBOTT LABORATORIES 2.06% 0.25%

CONOCOPHILLIPS 2.21% 0.25%

Only in one fund ↓

Only in HDV

HOME BANCSHARES INC 0.09%

SOUTHWEST GAS HOLDINGS 0.09%

TXNM ENERGY INC 0.08%

DJIA MINI e-CBOT DEC 26 0.00%

E-MINI CONSUMER STAPLES DEC 26 0.00%

EMINI ENERGY SELECT SECTOR DEC 26 0.00%

Only in IWB

NVIDIA 7.15%

APPLE 7.06%

MICROSOFT 5.56%

AMAZON.COM INC 3.46%

ALPHABET CLASS A 2.63%

BROADCOM INC 2.24%

ALPHABET CLASS C 2.12%

META PLATFORMS CLASS A 1.92%

Check overlap with more funds →

Side by side

HDV iShares Core High Dividend ETF IWB iShares Russell 1000 ETF

Where it sits Stock ETF Stock ETF

Issuer iShares iShares

What it is Tracks an index of High Dividend Tracks the Russell 1000

Total return, 1 year +29.4% +13.1%

Its benchmark over the same days not measured +13.2% (VONE)

Gap to its benchmark not measured −0.1 pts vs VONE

Expense ratio 0.08% 0.15%

Already in the S&P 500 89.5% 91.7%

Holdings 77 1025

Net assets, HDV as of Oct 27, 2026 and IWB as of Oct 28, 2026 $15.9bn $49.1bn

HDV and IWB on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.

Alert

About each fund

HDV

HDV tracks an index of High Dividend. Over the year to Oct 28, 2026 it returned +29.4% with distributions reinvested. The prospectus expense ratio is 0.08% a year. By its holdings published by its issuer for Oct 27, 2026, 90% of the fund by weight is stocks the S&P 500 also holds, across 77 positions, with the top ten at 55.6%.

IWB

IWB tracks the Russell 1000. Over the year to Oct 28, 2026 it returned +13.1% with distributions reinvested, against +13.2% 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 27, 2026, 92% of the fund by weight is stocks the S&P 500 also holds, across 1,025 positions, with the top ten at 35.3%.

Questions people ask

Which returned more over the last year, HDV or IWB?: In the year to Oct 28, 2026, with distributions reinvested, HDV returned +29.4% and IWB +13.1%.
Which is cheaper, HDV or IWB?: HDV is cheaper, by 0.07 percentage points a year. That is about $7 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do HDV and IWB overlap with the S&P 500?: By their latest filed holdings, 90% of HDV and 92% of IWB by weight is stocks the S&P 500 already holds.

Other comparisons

HDV vs QUAL HDV vs SCHB HDV vs RDVY HDV vs USMV IWB vs SPHD IWB vs VYM IWB vs IWD EQWL vs IWB

Where to next

HDV on its own →IWB on its own →Hold both: look the portfolio through →Rankings →HDV dividend history →HDV holdings →IWB dividend history →IWB holdings →Standards and sources →

Sources and dates

HDV and IWB filings on SEC EDGAR ↗

HDV prospectus with the expense ratio (SEC) ↗

iShares page for HDV ↗

IWB prospectus with the expense ratio (SEC) ↗

iShares page for IWB ↗

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, HDV against IWB, data as of Oct 28, 2026. https://etfiq.com/compare/any/hdv-vs-iwb

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Free to use with attribution for data ETFIQ computes; issuer data stays under its owner's terms.