Get the weekly note

Data as of Sep 13, 2026. Both funds on the fields they both publish, from the same sources.

ETFIQetfiq.com · independent ETF data

IWF vs VYM: how they differ

IWF and VYM hold 0% of their weight in the same names, and VYM returned more over the year.

iShares Russell 1000 Growth ETF and Vanguard High Dividend Yield Index Fund.

What they hold in common

By the books each fund has filed, IWF and VYM hold 0% of their money in the same securities at the same weight.

Largest positions each one holds and the other does not
Only in IWFOnly in VYM
NVIDIA 15.46%Broadcom Inc 8.07%
APPLE 7.77%JPMorgan Chase & Co 3.36%
ALPHABET CLASS A 5.88%Exxon Mobil Corp 2.73%
MICROSOFT 5.55%Johnson & Johnson 2.31%
BROADCOM INC 5.10%Caterpillar Inc 1.73%
ALPHABET CLASS C 4.77%AbbVie Inc 1.57%
META PLATFORMS CLASS A 3.52%Cisco Systems Inc 1.52%
MICRON TECHNOLOGY 3.35%Chevron Corp 1.51%

Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed. Above 50%, holding both is close to holding one of them twice. Holdings dated Apr 30, 2026 and Sep 10, 2026.

IWF and VYM on the fields both publish, as of Sep 13, 2026. Source: ETFIQ.
IWF
iShares Russell 1000 Growth ETF
VYM
Vanguard High Dividend Yield Index Fund
Where it sitsCore index fundCore index fund
IssueriSharesVanguard
What it isRussell 1000 growthUS high dividend
Total return, 1 year+7.0%+17.6%
S&P 500 over the same days+17.5%+17.5%
Gap to the S&P 500−10.5 pts+0.1 pts
Expense ratio0.18%0.04%
Already in the S&P 50093.6%92.2%
Holdings315608

IWF in plain words

IWF is an index equity fund tracking the Russell 1000 growth. Over the year to Sep 11, 2026 it returned +7.0% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.18% a year. By its holdings filed for Sep 10, 2026, 94% of the fund by weight is stocks the S&P 500 also holds, across 315 positions, with the top ten at 57.3%. It sat 5.0% below its high of Jun 1, 2026 on Sep 11, 2026.

VYM in plain words

VYM is an index equity fund tracking the US high dividend. Over the year to Sep 11, 2026 it returned +17.6% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.04% a year. By its holdings filed for Apr 30, 2026, 92% of the fund by weight is stocks the S&P 500 also holds, across 608 positions, with the top ten at 25.7%.

Questions people ask

Which returned more over the last year, IWF or VYM?
In the year to Sep 13, 2026, with distributions reinvested, IWF returned +7.0% and VYM returned +17.6%, so VYM returned more. One year is one year; the longer windows are in the table.
Which is cheaper, IWF or VYM?
IWF charges 0.18% a year and VYM charges 0.04%, so VYM is cheaper. Fees come from each fund's prospectus.
How much do IWF and VYM overlap with the S&P 500?
By their latest filed holdings, 94% of IWF and 92% of VYM by weight is stocks the S&P 500 already holds. Between the two funds, 0% of their books are the same securities at the same weight.

Other comparisons

Where to next

Where these figures came from

ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.

IWF against VYM, ETFIQ, data as of Sep 13, 2026. Every figure is arithmetic on a named public source; the method is at etfiq.com/methodology. A comparison is not a recommendation.

Cite this page. ETFIQ, IWF against VYM, data as of Sep 13, 2026. https://etfiq.com/compare/any/iwf-vs-vym Free to use with attribution; the underlying files are at Open data.

A comparison is not a recommendation. Standards and sources