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

In the year to Oct 28, 2026, with distributions reinvested, IWC returned +16.5% and RDVY +17.6%.

Which is cheaper, IWC or RDVY?

RDVY is cheaper, by 0.13 percentage points a year. That is about $13 on $10,000 held for a year. Fees come from each fund's prospectus.

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

By their latest filed holdings, 92% of IWC and 94% of RDVY by weight is stocks the S&P 500 already holds.

Data as of Oct 28, 2026.

Across categories

IWC vs RDVY: Differences, Returns & Fees

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Over the year to Oct 28, 2026, IWC returned +16.5% to RDVY's +17.6%; 0% of their weight is in the same names.

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Net assets on Oct 27, 2026: $1.2bn for iShares Micro-Cap ETF and $25.4bn for First Trust Rising Dividend Achievers ETF.

IWC on its own →RDVY on its own →

At a glance

+16.5%

IWC total return, 1 year

+17.6%

RDVY total return, 1 year

0.60%

IWC expense ratio

0.47%

RDVY expense ratio

Pair scorecard

RDVY costs 0.13 points a year less; their one-year returns differ by 1.1 points; RDVY is far larger, $25.4bn against $1.2bn.

IWC vs RDVY: Differences, Returns & Fees
Measure	IWC	RDVY
Return
Measure	IWC	RDVY
Total return, 1 year	+16.5%	+17.6%
Drawdown
Measure	IWC	RDVY
Below its high	9.5%, high on Aug 14, 2026	5.3%, high on Aug 13, 2026
Benchmark
Measure	IWC	RDVY
What it tracks	Russell Microcap Index	Nasdaq US Rising Dividend Achievers Index
Cost and size
Measure	IWC	RDVY
Expense ratio	0.60%	0.47%
Net assets, as of Oct 27, 2026	$1.2bn	$25.4bn
Holdings
Measure	IWC	RDVY
Holdings in common	0%
Top ten holdings, share of the fund	5.9%	22.1%

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

What they share

By the books each fund has filed, IWC and RDVY 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 IWC RDVY

Only in one fund ↓

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%

Only in RDVY

The Travelers Companies, Inc. 2.42%

Automatic Data Processing, Inc. 2.32%

Visa Inc. (Class A) 2.26%

Microsoft Corporation 2.22%

Accenture plc 2.19%

The Allstate Corporation 2.17%

The Bank of New York Mellon Corporation 2.14%

Expedia Group, Inc. 2.13%

Check overlap with more funds →

Side by side

IWC iShares Micro-Cap ETF RDVY First Trust Rising Dividend Achievers ETF

Where it sits Stock ETF Stock ETF

Issuer iShares First Trust

What it is Tracks the Russell Microcap Tracks an index of Rising Dividend Achievers

Total return, 1 year +16.5% +17.6%

Its benchmark over the same days +13.3% (IWV) +13.7% (VOO)

Gap to its benchmark +3.2 pts vs IWV +3.9 pts vs VOO

Expense ratio 0.60% 0.47%

Already in the S&P 500 91.7% 94.3%

Holdings 1365 72

Net assets, as of Oct 27, 2026 $1.2bn $25.4bn

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

Alert

About each fund

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.

RDVY

RDVY tracks an index of Rising Dividend Achievers. Over the year to Oct 28, 2026 it returned +17.6% with distributions reinvested, against +13.7% for its benchmark, the S&P 500 Index. The prospectus expense ratio is 0.47% a year. By its holdings published by its issuer for Oct 27, 2026, 94% of the fund by weight is stocks the S&P 500 also holds, across 72 positions, with the top ten at 22.1%. It sat 5.3% below its high of Aug 13, 2026 on Oct 28, 2026.

Questions people ask

Which returned more over the last year, IWC or RDVY?: In the year to Oct 28, 2026, with distributions reinvested, IWC returned +16.5% and RDVY +17.6%.
Which is cheaper, IWC or RDVY?: RDVY is cheaper, by 0.13 percentage points a year. That is about $13 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do IWC and RDVY overlap with the S&P 500?: By their latest filed holdings, 92% of IWC and 94% of RDVY by weight is stocks the S&P 500 already holds.

Other comparisons

IWC vs VTI IWC vs SPY IWC vs VOO CGGR vs IWC RDVY vs VTWO IWM vs RDVY RDVY vs VB IJR vs RDVY

Where to next

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

Sources and dates

IWC filings on SEC EDGAR ↗

IWC prospectus with the expense ratio (SEC) ↗

iShares page for IWC ↗

RDVY filings on SEC EDGAR ↗

RDVY prospectus with the expense ratio (SEC) ↗

First Trust page for RDVY ↗

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

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