Data as of Oct 28, 2026.

vsCompare their flowsaskIQ about these two fundsAsk the committee about these two funds
Across categories

IWC vs VYM: Differences, Returns & Fees

Share
Share on XDownload as PDF

Over the year to Oct 28, 2026, IWC returned +16.5% to VYM's +18.0%; 0% of their weight is in the same names.

askIQ about this page

askIQ about IWC and VYM

Net assets: $1.2bn on Oct 27, 2026 for iShares Micro-Cap ETF, and $78.9bn on Sep 30, 2026 for Vanguard High Dividend Yield ETF.

At a glance
+16.5%
IWC total return, 1 year
+18.0%
VYM total return, 1 year
0.60%
IWC expense ratio
0.04%
VYM expense ratio

Pair scorecard

VYM costs 0.56 points a year less; their one-year returns differ by 1.5 points; VYM is far larger, $78.9bn against $1.4bn.

IWC vs VYM: Differences, Returns & Fees
MeasureIWCVYM
Return
Total return, 1 year+16.5%+18.0%
Drawdown
Below its high9.5%, high on Aug 14, 2026
Benchmark
What it tracksRussell Microcap IndexFTSE High Dividend Yield Index
Cost and size
Expense ratio0.60%0.04%
Net assets, as of Sep 30, 2026$1.4bn$78.9bn
Holdings
Holdings in common0%
Top ten holdings, share of the fund5.9%26.2%

Holdings in common uses holdings dated Sep 30, 2026 and Oct 27, 2026. Method

What they share

0%

By the books each fund has filed, IWC and VYM hold 0% of their money in the same securities at the same weight. Holdings dated Sep 30, 2026 and Oct 27, 2026.

0 half 100%

half

0% in common

Positions both hold · largest shared weight first IWC VYM
INDEPENDENT BANK CORP 0.18% 0.01%
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 VYM
Broadcom Inc 6.93%
JPMorgan Chase & Co 3.75%
ExxonMobil Holdings Corp 2.84%
Johnson & Johnson 2.71%
AbbVie Inc 1.96%
Cisco Systems Inc 1.80%
Chevron Corp 1.61%
Caterpillar Inc 1.56%
Check overlap with more funds →

Side by side

IWC iShares Micro-Cap ETF VYM Vanguard High Dividend Yield ETF
Where it sits Stock ETF Stock ETF
What it is Tracks the Russell Microcap Tracks an index of US high dividend
Total return, 1 year +16.5% +18.0%
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% 0.04%
Already in the S&P 500 91.7% 89.5%
Holdings 1365 595
Net assets, IWC as of Oct 27, 2026 and VYM as of Sep 30, 2026 $1.2bn $78.9bn

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

Alert

IWC flows, by email on Sundays.

One-click unsubscribe. See Privacy.

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.

VYM

VYM tracks an index of US high dividend. Over the year to Oct 28, 2026 it returned +18.0% with distributions reinvested. The prospectus expense ratio is 0.04% a year. By its holdings published by its issuer as of Sep 30, 2026, 90% of the fund by weight is stocks the S&P 500 also holds, across 595 positions, with the top ten at 26.2%.

Questions people ask

Which returned more over the last year, IWC or VYM?
In the year to Oct 28, 2026, with distributions reinvested, IWC returned +16.5% and VYM +18.0%.
Which is cheaper, IWC or VYM?
VYM is cheaper, by 0.56 percentage points a year. That is about $56 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do IWC and VYM overlap with the S&P 500?
By their latest filed holdings, 92% of IWC and 90% of VYM by weight is stocks the S&P 500 already holds.
Other comparisons
Cite this pageCitation, APA and Markdown

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

Open data →

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