{"url":"https://etfiq.com/compare/any/iwd-vs-xlg","section":"compare","title":"IWD vs XLG: ETF Returns, Fees and Overlap | ETFIQ","description":"IWD vs XLG to Oct 28, 2026: one-year total return +27.5% against +6.4%, expense ratio 0.18% against 0.20%. 42% of their weight is in the same names.","as_of":"Oct 28, 2026","structured_data":[{"@type":"FAQPage","mainEntity":[{"@type":"Question","name":"Which returned more over the last year, IWD or XLG?","acceptedAnswer":{"@type":"Answer","text":"In the year to Oct 28, 2026, with distributions reinvested, IWD returned +27.5% and XLG +6.4%."}},{"@type":"Question","name":"Which is cheaper, IWD or XLG?","acceptedAnswer":{"@type":"Answer","text":"IWD is cheaper, by 0.02 percentage points a year. That is about $2 on $10,000 held for a year. Fees come from each fund's prospectus."}},{"@type":"Question","name":"How much do IWD and XLG overlap with the S&P 500?","acceptedAnswer":{"@type":"Answer","text":"By their latest filed holdings, 90% of IWD and 98% of XLG by weight is stocks the S&P 500 already holds."}}]},{"@type":"BreadcrumbList","itemListElement":[{"@type":"ListItem","position":1,"name":"ETFIQ","item":"https://etfiq.com/"},{"@type":"ListItem","position":2,"name":"Compare ETFs","item":"https://etfiq.com/compare/"},{"@type":"ListItem","position":3,"name":"IWD vs XLG","item":"https://etfiq.com/compare/any/iwd-vs-xlg"}]},{"@type":"WebPage","name":"IWD vs XLG: ETF Returns, Fees and Overlap","description":"IWD vs XLG to Oct 28, 2026: one-year total return +27.5% against +6.4%, expense ratio 0.18% against 0.20%. 42% of their weight is in the same names.","url":"https://etfiq.com/compare/any/iwd-vs-xlg","dateModified":"2026-10-28","speakable":{"@type":"SpeakableSpecification","cssSelector":[".verdict",".lede",".faq"]},"isPartOf":{"@type":"WebSite","name":"ETFIQ","url":"https://etfiq.com"}},{"@type":"Dataset","name":"ETFIQ comparison of IWD and XLG","description":"IWD vs XLG to Oct 28, 2026: one-year total return +27.5% against +6.4%, expense ratio 0.18% against 0.20%. 42% of their weight is in the same names.","dateModified":"2026-10-28","creator":{"@id":"https://etfiq.com/#org"},"license":"https://etfiq.com/license/","isAccessibleForFree":true,"url":"https://etfiq.com/compare/any/iwd-vs-xlg","publisher":{"@id":"https://etfiq.com/#org"},"inLanguage":"en","creativeWorkStatus":"Published","distribution":[{"@type":"DataDownload","encodingFormat":"application/json","contentUrl":"https://etfiq.com/data/alternatives.json"},{"@type":"DataDownload","encodingFormat":"application/json","contentUrl":"https://etfiq.com/data/core.json"},{"@type":"DataDownload","encodingFormat":"application/json","contentUrl":"https://etfiq.com/data/crypto.json"},{"@type":"DataDownload","encodingFormat":"application/json","contentUrl":"https://etfiq.com/data/funds.json"},{"@type":"DataDownload","encodingFormat":"application/json","contentUrl":"https://etfiq.com/data/income.json"},{"@type":"DataDownload","encodingFormat":"application/json","contentUrl":"https://etfiq.com/data/leverage.json"},{"@type":"DataDownload","encodingFormat":"application/json","contentUrl":"https://etfiq.com/data/thematic.json"}]},{"@type":"BreadcrumbList","itemListElement":[{"@type":"ListItem","position":1,"name":"ETFIQ","item":"https://etfiq.com/"},{"@type":"ListItem","position":2,"name":"Compare ETFs","item":"https://etfiq.com/compare/"},{"@type":"ListItem","position":3,"name":"IWD vs XLG","item":"https://etfiq.com/compare/any/iwd-vs-xlg"}]},{"@type":"WebPage","name":"IWD vs XLG: ETF Returns, Fees and Overlap","description":"IWD vs XLG to Oct 28, 2026: one-year total return +27.5% against +6.4%, expense ratio 0.18% against 0.20%. 42% of their weight is in the same names.","url":"https://etfiq.com/compare/any/iwd-vs-xlg","dateModified":"2026-10-28","isPartOf":{"@type":"WebSite","name":"ETFIQ","url":"https://etfiq.com"},"speakable":{"@type":"SpeakableSpecification","cssSelector":[".verdict",".lede",".faq"]},"publisher":{"@id":"https://etfiq.com/#org"}}],"characters":5194,"truncated":true,"content":"ETFIQ / Compare ETFs / IWD vs XLG \n \n Data as of Oct 28, 2026.\n ETFIQ etfiq.com \u00b7 independent ETF data \n IWD vs XLG: Differences, Returns & Fees\n Over the year to Oct 28, 2026, IWD returned +27.5% to XLG's +6.4%; 42% of their weight is in the same names.\n Copy this for sharing \n IWD costs 0.02 points a year less; their one-year returns differ by 21.1 points; IWD is 7.0 times larger.\n IWD and XLG at a glance. As of Oct 28, 2026. Source: ETFIQ. IWD XLG \n Expense ratio 0.18% 0.20% \n Net assets, as of Oct 27, 2026 $83.0bn $11.9bn \n Total return, 1 year +27.5% +6.4% \n What it tracks Russell 1000 Va","source":"ETFIQ, independent ETF data. Recomputed nightly from public filings and prices.","publisher":{"@id":"https://etfiq.com/#org","name":"ETFIQ","url":"https://etfiq.com"},"license":"https://etfiq.com/license/","license_text":"Data ETFIQ computes is free to use with attribution: ETFIQ (etfiq.com). Issuer data stays under its owner's terms.","citation":"ETFIQ, IWD against XLG, data as of Oct 28, 2026. https://etfiq.com/compare/any/iwd-vs-xlg","a":{"ticker":"IWD","name":"iShares Russell 1000 Value ETF","issuer":"iShares","desk":"core","as_of":"2026-10-28","verdict":"IWD tracks the Russell 1000 value and returned +27.5% over the past year.","url":"https://etfiq.com/funds/iwd","key_facts":[{"label":"Total return, 1 year","value":"+27.5%","as_of":"2026-10-28","source":"computed by ETFIQ from Tiingo daily prices"},{"label":"Expense ratio","value":"0.18%","as_of":"2026-07-27","source":"485BPOS XBRL, Jul 27, 2026"},{"label":"Holdings","value":"871","as_of":"2026-10-27","source":"the issuer\u2019s daily holdings file"},{"label":"Below its high","value":"\u22120.1%","as_of":"2026-10-28","source":"ETFIQ"},{"label":"12-month yield, capital gains included, on its starting price","value":"1.7%","as_of":"2026-10-28","source":"computed by ETFIQ from Tiingo daily prices and distributions"},{"label":"Last payment (paid quarterly), ex-date Sep 15, 2026","value":"$0.9304","as_of":"2026-09-15","source":"Tiingo end-of-day distributions"},{"label":"Net assets","value":"$83.0bn","as_of":"2026-10-27","source":"the issuer\u2019s own daily fund list, as of Oct 27, 2026"}]},"b":{"ticker":"XLG","name":"Invesco S&P 500 Top 50 ETF","issuer":"Invesco","desk":"core","as_of":"2026-10-28","verdict":"XLG tracks the S&P 500 top 50 and returned +6.4% over the past year.","url":"https://etfiq.com/funds/xlg","key_facts":[{"label":"Total return, 1 year","value":"+6.4%","as_of":"2026-10-28","source":"computed by ETFIQ from Tiingo daily prices"},{"label":"Expense ratio","value":"0.20%","as_of":"2026-08-27","source":"485BPOS XBRL, Aug 27, 2026"},{"label":"Holdings","value":"53","as_of":"2026-10-27","source":"the issuer\u2019s daily holdings file"},{"label":"Below its high","value":"\u22122.3%","as_of":"2026-10-28","source":"ETFIQ"},{"label":"12-month yield, capital gains included, on its starting price","value":"0.7%","as_of":"2026-10-28","source":"computed by ETFIQ from Tiingo daily prices and distributions"},{"label":"Last payment (paid quarterly), ex-date Sep 21, 2026","value":"$0.0885","as_of":"2026-09-21","source":"Tiingo end-of-day distributions"},{"label":"Net assets","value":"$11.9bn","as_of":"2026-10-27","source":"issuer page, as of Oct 27, 2026"}]},"overlap_pct":42,"full_text_at":"https://etfiq.com/compare/any/iwd-vs-xlg"}