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

In the year to Oct 28, 2026, with distributions reinvested, HDV returned +29.4% and IWC +16.5%.

Which is cheaper, HDV or IWC?

HDV is cheaper, by 0.52 percentage points a year. That is about $52 on $10,000 held for a year. Fees come from each fund's prospectus.

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

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

Data as of Oct 28, 2026.

Across categories

HDV vs IWC: Differences, Returns & Fees

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Over the year to Oct 28, 2026, HDV returned +29.4% to IWC's +16.5%; 0% of their weight is in the same names.

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Net assets on Oct 27, 2026: $15.9bn for iShares Core High Dividend ETF and $1.2bn for iShares Micro-Cap ETF.

HDV on its own →IWC on its own →

At a glance

+29.4%

HDV total return, 1 year

+16.5%

IWC total return, 1 year

0.08%

HDV expense ratio

0.60%

IWC expense ratio

Pair scorecard

HDV costs 0.52 points a year less; their one-year returns differ by 12.9 points; HDV is 13.3 times larger.

HDV vs IWC: Differences, Returns & Fees
Measure	HDV	IWC
Return
Measure	HDV	IWC
Total return, 1 year	+29.4%	+16.5%
Drawdown
Measure	HDV	IWC
Below its high		9.5%, high on Aug 14, 2026
Benchmark
Measure	HDV	IWC
What it tracks	Morningstar Dividend Yield Focus Index	Russell Microcap Index
Cost and size
Measure	HDV	IWC
Expense ratio	0.08%	0.60%
Net assets, as of Oct 27, 2026	$15.9bn	$1.2bn
Holdings
Measure	HDV	IWC
Holdings in common	0%
Top ten holdings, share of the fund	55.6%	5.9%

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

What they share

By the books each fund has filed, HDV and IWC hold 0% of their money in the same securities at the same weight. Holdings dated Oct 27, 2026.

50%

0 half 100%

half

0% in common

Positions both hold · largest shared weight first HDV IWC

Only in one fund ↓

Only in HDV

EXXONMOBIL HOLDINGS CORP 9.48%

CHEVRON 7.22%

ABBVIE 6.77%

PROCTER & GAMBLE 5.46%

VERIZON COMMUNICATIONS INC 5.12%

PHILIP MORRIS INTERNATIONAL 5.04%

HOME DEPOT 4.57%

COCA-COLA 4.26%

Only in IWC

CAREDX 0.88%

PENGUIN SOLUTIONS INC 0.73%

NURIX THERAPEUTICS 0.63%

SELLAS LIFE SCIENCES GROUP INC 0.60%

VIRIDIAN THERAPEUTICS ORS 0.59%

OUSTER 0.53%

INTERFACE 0.52%

STRIVE INC CLASS A 0.50%

Check overlap with more funds →

Side by side

HDV iShares Core High Dividend ETF IWC iShares Micro-Cap ETF

Where it sits Stock ETF Stock ETF

Issuer iShares iShares

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

Total return, 1 year +29.4% +16.5%

Its benchmark over the same days not measured +13.3% (IWV)

Gap to its benchmark not measured +3.2 pts vs IWV

Expense ratio 0.08% 0.60%

Already in the S&P 500 89.5% 91.7%

Holdings 77 1365

Net assets, as of Oct 27, 2026 $15.9bn $1.2bn

HDV and IWC 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%.

IWC

Over the year to Oct 28, 2026 it returned +16.5% with distributions reinvested, against +13.3% for its benchmark, the Russell 3000 Index.

IWC tracks the Russell Microcap. The prospectus expense ratio is 0.60% 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 1,365 positions, with the top ten at 5.9%. It sat 9.5% below its high of Aug 14, 2026 on Oct 28, 2026.

Questions people ask

Which returned more over the last year, HDV or IWC?: In the year to Oct 28, 2026, with distributions reinvested, HDV returned +29.4% and IWC +16.5%.
Which is cheaper, HDV or IWC?: HDV is cheaper, by 0.52 percentage points a year. That is about $52 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do HDV and IWC overlap with the S&P 500?: By their latest filed holdings, 90% of HDV and 92% of IWC by weight is stocks the S&P 500 already holds.

Other comparisons

HDV vs IJT HDV vs VB HDV vs IJR HDV vs VTWO IWC vs SPHD IWC vs VTV IWC vs PVAL IWC vs VLUE

Where to next

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

Sources and dates

HDV and IWC filings on SEC EDGAR ↗

HDV prospectus with the expense ratio (SEC) ↗

iShares page for HDV ↗

IWC prospectus with the expense ratio (SEC) ↗

iShares page for IWC ↗

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.

Cite this pageCitation, APA and Markdown

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

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