Which returned more over the last year, IWF or SDY?

In the year to Oct 28, 2026, with distributions reinvested, IWF returned +0.9% and SDY +16.5%.

Which is cheaper, IWF or SDY?

IWF is cheaper, by 0.17 percentage points a year. That is about $17 on $10,000 held for a year. Fees come from each fund's prospectus.

How much do IWF and SDY overlap with the S&P 500?

By their latest filed holdings, 94% of IWF and 84% of SDY by weight is stocks the S&P 500 already holds.

Data as of Oct 28, 2026.

Across categories

IWF vs SDY: Differences, Returns & Fees

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Over the year to Oct 28, 2026, IWF returned +0.9% to SDY's +16.5%; 4% of their weight is in the same names.

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Net assets on Oct 27, 2026: $124.7bn for iShares Russell 1000 Growth ETF and $21.9bn for State Street SPDR S&P Dividend ETF.

IWF on its own →SDY on its own →

At a glance

+0.9%

IWF total return, 1 year

+16.5%

SDY total return, 1 year

0.18%

IWF expense ratio

0.35%

SDY expense ratio

Pair scorecard

IWF costs 0.17 points a year less; their one-year returns differ by 15.6 points; IWF is 5.7 times larger.

IWF vs SDY: Differences, Returns & Fees
Measure	IWF	SDY
Return
Measure	IWF	SDY
Total return, 1 year	+0.9%	+16.5%
Drawdown
Measure	IWF	SDY
Below its high	4.8%, high on Oct 6, 2026
Benchmark
Measure	IWF	SDY
What it tracks	Russell 1000 Growth Index	S&P High Yield Dividend Aristocrats Index
Cost and size
Measure	IWF	SDY
Expense ratio	0.18%	0.35%
Net assets, as of Oct 27, 2026	$124.7bn	$21.9bn
Holdings
Measure	IWF	SDY
Holdings in common	4%
Top ten holdings, share of the fund	57.5%	20.4%

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

What they share

By the books each fund has filed, IWF and SDY hold 4% of their money in the same securities at the same weight. Holdings dated Oct 27, 2026.

50%

0 half 100%

half

4% in common

Positions both hold · largest shared weight first IWF SDY

TEXAS INSTRUMENT 0.85% 0.85%

MICROSOFT 5.94% 0.56%

LOCKHEED MARTIN 0.38% 1.39%

COSTCO WHOLESALE CORP 0.58% 0.28%

CINTAS 0.22% 0.48%

CATERPILLAR INC 0.97% 0.21%

CENCORA 0.18% 0.39%

WW GRAINGER INC 0.15% 0.31%

FASTENAL 0.14% 0.96%

WALMART 0.14% 0.40%

AUTOMATIC DATA PROCESSING INC 0.13% 1.55%

MICROCHIP TECHNOLOGY INC 0.13% 0.80%

Only in one fund ↓

Only in IWF

NVIDIA 15.30%

APPLE 8.18%

ALPHABET CLASS A 5.62%

BROADCOM INC 4.79%

ALPHABET CLASS C 4.53%

TESLA INC 3.58%

META PLATFORMS CLASS A 3.36%

MICRON TECHNOLOGY 3.15%

Only in SDY

ACCENTURE PLC CL A 3.73%

VERIZON COMMUNICATIONS INC 2.81%

CHEVRON CORP 2.15%

REALTY INCOME CORP 1.94%

MEDTRONIC PLC 1.79%

TARGET CORP 1.59%

KENVUE INC 1.55%

NIKE INC CL B 1.51%

Check overlap with more funds →

Side by side

IWF iShares Russell 1000 Growth ETF SDY State Street SPDR S&P Dividend ETF

Where it sits Stock ETF Stock ETF

Issuer iShares State Street

What it is Tracks the Russell 1000 growth Tracks the S&P Dividend

Total return, 1 year +0.9% +16.5%

Its benchmark over the same days +1.1% (VONG) not measured

Gap to its benchmark −0.2 pts vs VONG not measured

Expense ratio 0.18% 0.35%

Already in the S&P 500 93.5% 84.4%

Holdings 374 156

Net assets, as of Oct 27, 2026 $124.7bn $21.9bn

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

Alert

About each fund

IWF

IWF tracks the Russell 1000 growth. Over the year to Oct 28, 2026 it returned +0.9% with distributions reinvested, against +1.1% for its benchmark, the Russell 1000 Growth Index. The prospectus expense ratio is 0.18% 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 374 positions, with the top ten at 57.5%. It sat 4.8% below its high of Oct 6, 2026 on Oct 28, 2026.

SDY

SDY tracks the S&P Dividend. Over the year to Oct 28, 2026 it returned +16.5% with distributions reinvested. The prospectus expense ratio is 0.35% a year. By its holdings published by its issuer for Oct 27, 2026, 84% of the fund by weight is stocks the S&P 500 also holds, across 156 positions, with the top ten at 20.4%.

Questions people ask

Which returned more over the last year, IWF or SDY?: In the year to Oct 28, 2026, with distributions reinvested, IWF returned +0.9% and SDY +16.5%.
Which is cheaper, IWF or SDY?: IWF is cheaper, by 0.17 percentage points a year. That is about $17 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do IWF and SDY overlap with the S&P 500?: By their latest filed holdings, 94% of IWF and 84% of SDY by weight is stocks the S&P 500 already holds.

Other comparisons

IWF vs NOBL IWF vs RSP IWF vs VOE COWZ vs IWF QQQM vs SDY SDY vs VUG QQQ vs SDY SCHG vs SDY

Where to next

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

Sources and dates

IWF filings on SEC EDGAR ↗

IWF prospectus with the expense ratio (SEC) ↗

iShares page for IWF ↗

SDY filings on SEC EDGAR ↗

SDY prospectus with the expense ratio (SEC) ↗

State Street website ↗

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, IWF against SDY, data as of Oct 28, 2026. https://etfiq.com/compare/any/iwf-vs-sdy

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