Data as of Oct 28, 2026.

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IWC vs SPYD: Differences, Returns & Fees

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Over the year to Oct 28, 2026, IWC returned +16.5% to SPYD's +15.3%; 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 $7.5bn for State Street SPDR Portfolio S&P 500 High Dividend ETF.

At a glance
+16.5%
IWC total return, 1 year
+15.3%
SPYD total return, 1 year
0.60%
IWC expense ratio
0.07%
SPYD expense ratio

Pair scorecard

SPYD costs 0.53 points a year less; their one-year returns differ by 1.2 points; SPYD is 6.3 times larger.

IWC vs SPYD: Differences, Returns & Fees
MeasureIWCSPYD
Return
Total return, 1 year+16.5%+15.3%
Drawdown
Below its high9.5%, high on Aug 14, 20264.1%, high on Aug 24, 2026
Benchmark
What it tracksRussell Microcap IndexS&P 500 High Dividend Index
Cost and size
Expense ratio0.60%0.07%
Net assets, as of Oct 27, 2026$1.2bn$7.5bn
Holdings
Holdings in common0%
Top ten holdings, share of the fund5.9%16.1%

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

What they share

0%

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

0 half 100%

half

0% in common

Positions both hold · largest shared weight first IWC SPYD
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 SPYD
ACCENTURE PLC CL A 2.18%
HP INC 1.74%
HASBRO INC 1.73%
PFIZER INC 1.56%
CHEVRON CORP 1.54%
MEDTRONIC PLC 1.49%
CROWN CASTLE INC 1.47%
BEST BUY CO INC 1.47%
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Side by side

IWC iShares Micro-Cap ETF SPYD State Street SPDR Portfolio S&P 500 High Dividend ETF
Where it sits Stock ETF Stock ETF
What it is Tracks the Russell Microcap Tracks the S&P 500 High Dividend
Total return, 1 year +16.5% +15.3%
Its benchmark over the same days +13.3% (IWV) not measured
Gap to its benchmark +3.2 pts vs IWV not measured
Expense ratio 0.60% 0.07%
Already in the S&P 500 91.7% 99.3%
Holdings 1365 79
Net assets, as of Oct 27, 2026 $1.2bn $7.5bn

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

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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.

SPYD

SPYD tracks the S&P 500 High Dividend. Over the year to Oct 28, 2026 it returned +15.3% with distributions reinvested. The prospectus expense ratio is 0.07% a year. By its holdings published by its issuer for Oct 27, 2026, 99% of the fund by weight is stocks the S&P 500 also holds, across 79 positions, with the top ten at 16.1%. It sat 4.1% below its high of Aug 24, 2026 on Oct 28, 2026.

Questions people ask

Which returned more over the last year, IWC or SPYD?
In the year to Oct 28, 2026, with distributions reinvested, IWC returned +16.5% and SPYD +15.3%.
Which is cheaper, IWC or SPYD?
SPYD is cheaper, by 0.53 percentage points a year. That is about $53 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do IWC and SPYD overlap with the S&P 500?
By their latest filed holdings, 92% of IWC and 99% of SPYD by weight is stocks the S&P 500 already holds.
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ETFIQ, IWC against SPYD, data as of Oct 28, 2026. https://etfiq.com/compare/any/iwc-vs-spyd

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