Which returned more over the last year, HYMB or IWD?

In the year to Sep 13, 2026, with distributions reinvested, HYMB returned +1.7% and IWD returned +27.4%, so IWD returned more. One year is one year; the longer windows are in the table.

Which is cheaper, HYMB or IWD?

HYMB charges 0.35% a year and IWD charges 0.18%, so IWD is cheaper. Fees come from each fund's prospectus.

Data as of Sep 13, 2026. Both funds on the fields they both publish, from the same sources.

ETFIQetfiq.com · independent ETF data

HYMB vs IWD: how they differ

HYMB and IWD hold 0% of their weight in the same names, and IWD returned more over the year.

State Street(R) SPDR Nuveen ICE High Yield Municipal Bond ETF and iShares Russell 1000 Value ETF.

What they hold in common

By the books each fund has filed, HYMB and IWD hold 0% of their money in the same securities at the same weight.

Largest positions each one holds and the other does not
Only in HYMB	Only in IWD
Puerto Rico Sales Tax Financing Corp Sal 2.53%	AMAZON.COM INC 6.04%
Puerto Rico Sales Tax Financing Corp Sal 1.54%	APPLE 5.83%
Buckeye Tobacco Settlement Financing Aut 1.27%	MICROSOFT 4.93%
Commonwealth of Puerto Rico 0.64%	BERKSHIRE HATHAWAY INC CLASS B 2.54%
Puerto Rico Sales Tax Financing Corp Sal 0.62%	JPMORGAN CHASE & CO 2.54%
Commonwealth of Puerto Rico 0.55%	EXXONMOBIL HOLDINGS CORP 1.85%
New York Liberty Development Corp 0.47%	JOHNSON & JOHNSON 1.73%
Metropolitan Pier & Exposition Authority 0.43%	INTEL CORPORATION 1.23%

Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed. Above 50%, holding both is close to holding one of them twice. Holdings dated Jun 30, 2026 and Sep 10, 2026.

HYMB and IWD on the fields both publish, as of Sep 13, 2026. Source: ETFIQ.
	HYMB State Street(R) SPDR Nuveen ICE High Yield Municipal Bond ETF	IWD iShares Russell 1000 Value ETF
Where it sits	Core index fund	Core index fund
Issuer	State Street	iShares
What it is	SPDR Nuveen ICE High Yield Municipal Bond	Russell 1000 value
Total return, 1 year	+1.7%	+27.4%
S&P 500 over the same days	+17.5%	+17.5%
Gap to the S&P 500	−15.8 pts	+9.9 pts
Expense ratio	0.35%	0.18%
Holdings	1867	814

HYMB in plain words

HYMB is a bond fund tracking the SPDR Nuveen ICE High Yield Municipal Bond. Over the year to Sep 11, 2026 it returned +1.7% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.35% a year. It sat 3.8% below its high of Jul 2, 2026 on Sep 11, 2026.

IWD in plain words

IWD is an index equity fund tracking the Russell 1000 value. Over the year to Sep 11, 2026 it returned +27.4% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.18% a year. By its holdings filed for Sep 10, 2026, 90% of the fund by weight is stocks the S&P 500 also holds, across 814 positions, with the top ten at 29.0%.

Questions people ask

Which returned more over the last year, HYMB or IWD?: In the year to Sep 13, 2026, with distributions reinvested, HYMB returned +1.7% and IWD returned +27.4%, so IWD returned more. One year is one year; the longer windows are in the table.
Which is cheaper, HYMB or IWD?: HYMB charges 0.35% a year and IWD charges 0.18%, so IWD is cheaper. Fees come from each fund's prospectus.

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Where these figures came from

ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.

HYMB against IWD, ETFIQ, data as of Sep 13, 2026. Every figure is arithmetic on a named public source; the method is at etfiq.com/methodology. A comparison is not a recommendation.

Cite this page. ETFIQ, HYMB against IWD, data as of Sep 13, 2026. https://etfiq.com/compare/any/hymb-vs-iwd Free to use with attribution; the underlying files are at Open data.

A comparison is not a recommendation. Standards and sources