Which returned more over the last year, IWM or SDVY?

In the year to Oct 28, 2026, with distributions reinvested, IWM returned +14.1% and SDVY +12.2%.

Which is cheaper, IWM or SDVY?

IWM is cheaper, by 0.39 percentage points a year. That is about $39 on $10,000 held for a year. Fees come from each fund's prospectus.

How much do IWM and SDVY overlap with the S&P 500?

By their latest filed holdings, 0% of IWM and 24% of SDVY by weight is stocks the S&P 500 already holds.

Data as of Oct 28, 2026.

Across categories

IWM vs SDVY: Differences, Returns & Fees

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Over the year to Oct 28, 2026, IWM returned +14.1% to SDVY's +12.2%; 7% of their weight is in the same names.

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Net assets on Oct 27, 2026: $75.5bn for iShares Russell 2000 ETF and $11.1bn for First Trust SMID Cap Rising Dividend Achievers ETF.

IWM on its own →SDVY on its own →

At a glance

+14.1%

IWM total return, 1 year

+12.2%

SDVY total return, 1 year

0.19%

IWM expense ratio

0.58%

SDVY expense ratio

Pair scorecard

IWM costs 0.39 points a year less; their one-year returns differ by 1.9 points; IWM is 6.8 times larger.

IWM vs SDVY: Differences, Returns & Fees
Measure	IWM	SDVY
Return
Measure	IWM	SDVY
Total return, 1 year	+14.1%	+12.2%
Drawdown
Measure	IWM	SDVY
Below its high	7.6%, high on Aug 14, 2026	6.6%, high on Aug 4, 2026
Benchmark
Measure	IWM	SDVY
What it tracks	Russell 2000 Index	Nasdaq US Small Mid Cap Rising Dividend Achievers Index
Cost and size
Measure	IWM	SDVY
Expense ratio	0.19%	0.58%
Net assets, as of Oct 27, 2026	$75.5bn	$11.1bn
Holdings
Measure	IWM	SDVY
Holdings in common	7%
Top ten holdings, share of the fund	3.3%	10.2%

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

Risk and return

Nov 10, 2017 to Oct 23, 2026 · 467 weekly returns

IWM SDVY

Return

Total return edge SDVY +110.4% +147.8%

Annualized edge SDVY +8.6% +10.6%

Price return edge SDVY +88.1% +113.0%

Risk

Volatility edge SDVY (slight) 23.6% 22.8%

Max drawdown edge Tie −40.2% −40.5%

Downside capture 100.5% 101.6%

Beta 1.01 1.05

Risk-adjusted

Sharpe edge SDVY 0.35 0.44

Sortino edge SDVY 0.51 0.63

Treynor 0.106 0.095

Calmar edge SDVY 0.21 0.26

Against the benchmark

Alpha −0.1% a year −2.5% a year

Alpha t-stat −0.36 −0.60

Information ratio −0.02 −0.15

Tracking error 1.0% 12.4%

Each against its own benchmark: IWM against VTWO, Oct 1, 2010 to Oct 23, 2026; SDVY against IWV, Nov 10, 2017 to Oct 23, 2026.

Reading

SDVY returned more: +147.8% to +110.4%. SDVY swung slightly less: 22.8% to 23.6%. IWM and SDVY fell about the same at their worst: −40.2% and −40.5%.

Full scorecard

19 measures, with how each is measured Open ↓

Risk and return: IWM vs SDVY: Differences, Returns & Fees
Measure	IWM	SDVY	Edge	How it is measured
Return
Total return	+110.4%	+147.8%	SDVY	Price change plus distributions, reinvested.
Annualized	+8.6%	+10.6%	SDVY	Total return as a yearly rate.
Price return	+88.1%	+113.0%	SDVY	Price change alone, distributions left out.
Risk
Volatility	23.6%	22.8%	SDVY (slight)	Spread of weekly returns, annualized. Lower is steadier.
Downside deviation	16.5%	16.0%	SDVY (slight)	Like volatility, counting only weeks below the Treasury bill rate.
Max drawdown	−40.2%	−40.5%	Tie	Deepest fall from a high to the low after it.
Upside capture	101.0%	95.2%		Share of its benchmark's rise caught in the weeks it rose.
Downside capture	100.5%	101.6%		Share of its benchmark's fall taken in the weeks it fell. Lower is better.
Beta	1.01	1.05	Not an edge	How far it moves for each 1% its benchmark moves.
R squared	1.00	0.70	Not an edge	Share of its weekly moves its benchmark explains.
Risk-adjusted
Sharpe	0.35	0.44	SDVY	Return above Treasury bills per unit of volatility.
Sortino	0.51	0.63	SDVY	Return above Treasury bills per unit of downside deviation.
Treynor	0.106	0.095		Return above Treasury bills per unit of beta.
Calmar	0.21	0.26	SDVY	Annualized return divided by the max drawdown.
Against the benchmark
Benchmark	VTWO	IWV		The ETF each fund is measured against.
Alpha	−0.1% a year	−2.5% a year	Not significant	Yearly return beyond what its beta to the benchmark predicts.
Alpha t-stat	−0.36	−0.60	Not an edge	How sure the alpha is. Below 2, it could be chance.
Alpha range	−0.6% to +0.4%	−10.7% to +5.7%	Includes zero	The 95% range for the yearly alpha.
Information ratio	−0.02	−0.15		Return against its benchmark per unit of tracking error.
Tracking error	1.0%	12.4%	Not an edge	How far weekly returns stray from the benchmark, annualized.

Computed by ETFIQ from Tiingo daily prices and ETFIQ's distribution records, 467 weekly returns. Cash rate: the 13-week Treasury bill.

What they share

By the books each fund has filed, IWM and SDVY hold 7% of their money in the same securities at the same weight. Holdings dated Oct 27, 2026.

50%

0 half 100%

half

7% in common

Positions both hold · largest shared weight first IWM SDVY

UMB FINANCIAL 0.33% 0.72%

INTERDIGITAL INC 0.29% 0.88%

ZURN ELKAY WATER SOLUTIONS CORP 0.25% 0.43%

ENERSYS 0.22% 0.85%

ESSENT GROUP 0.20% 0.46%

SELECTIVE INSURANCE GROUP 0.20% 0.76%

ATLANTIC UNION BANKSHARES 0.19% 0.22%

HOME BANCSHARES INC 0.19% 0.70%

BALCHEM 0.18% 0.87%

ASSOCIATED BANCORP 0.17% 0.49%

ARGAN 0.16% 0.29%

EASTERN BANKSHARES INC 0.16% 0.47%

Only in one fund ↓

Only in IWM

JFROG 0.37%

GLAUKOS 0.35%

TWIST BIOSCIENCE 0.35%

MOOG INC CLASS A 0.34%

BRIGHTSPRING HEALTH SERVICES INC 0.33%

SM ENERGY 0.32%

10X GENOMICS CLASS A 0.31%

RYMAN HOSPITALITY PROPERTIES REIT 0.30%

Only in SDVY

Reinsurance Group of America, Incorporated 1.06%

Williams-Sonoma, Inc. 1.06%

The Hanover Insurance Group, Inc. 1.05%

Assurant, Inc. 1.00%

VeriSign, Inc. 1.00%

Watts Water Technologies, Inc. 0.98%

East West Bancorp, Inc. 0.97%

Expedia Group, Inc. 0.96%

Check overlap with more funds →

Side by side

IWM iShares Russell 2000 ETF SDVY First Trust SMID Cap Rising Dividend Achievers ETF

Where it sits Stock ETF Stock ETF

Issuer iShares First Trust

What it is Tracks the Russell 2000 Tracks an index

Total return, 1 year +14.1% +12.2%

Its benchmark over the same days +14.3% (VTWO) +13.3% (IWV)

Gap to its benchmark −0.2 pts vs VTWO −1.1 pts vs IWV

Expense ratio 0.19% 0.58%

Already in the S&P 500 0.0% 23.5%

Holdings 1977 172

Net assets, as of Oct 27, 2026 $75.5bn $11.1bn

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

Client brief · page 1 of 2 Report BR-FFD43F62F0

IWM and SDVY are built for the same job. How do they differ in cost, holdings and results?

What each follows. IWM follows Russell 2000 Index and SDVY follows Nasdaq US Small Mid Cap Rising Dividend Achievers Index.
Holdings in common. 7% of the weight is in the same securities (holdings dated Oct 27, 2026).
Number of holdings. IWM holds 1,977 positions and SDVY holds 172.

Data as of Oct 28, 2026.

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About each fund

IWM

IWM tracks the Russell 2000. Over the year to Oct 28, 2026 it returned +14.1% with distributions reinvested, against +14.3% for its benchmark, the Russell 2000 Index. The prospectus expense ratio is 0.19% a year. By its holdings published by its issuer for Oct 27, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 1,977 positions, with the top ten at 3.3%. It sat 7.6% below its high of Aug 14, 2026 on Oct 28, 2026.

SDVY

Over the year to Oct 28, 2026 it returned +12.2% with distributions reinvested, against +13.3% for its benchmark, the Russell 3000 Index.

SDVY tracks an index. The prospectus expense ratio is 0.58% a year. By its holdings published by its issuer for Oct 27, 2026, 24% of the fund by weight is stocks the S&P 500 also holds, across 172 positions, with the top ten at 10.2%. It sat 6.6% below its high of Aug 4, 2026 on Oct 28, 2026.

Questions people ask

Which returned more over the last year, IWM or SDVY?: In the year to Oct 28, 2026, with distributions reinvested, IWM returned +14.1% and SDVY +12.2%.
Which is cheaper, IWM or SDVY?: IWM is cheaper, by 0.39 percentage points a year. That is about $39 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do IWM and SDVY overlap with the S&P 500?: By their latest filed holdings, 0% of IWM and 24% of SDVY by weight is stocks the S&P 500 already holds.

Other comparisons

IWM vs SCHA FNDA vs IWM IWM vs SPSM IWM vs VTWO SDVY vs VB SDVY vs VTWO SDVY vs SPSM FESM vs SDVY

Where to next

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

Sources and dates

IWM filings on SEC EDGAR ↗

IWM prospectus with the expense ratio (SEC) ↗

iShares page for IWM ↗

SDVY filings on SEC EDGAR ↗

SDVY prospectus with the expense ratio (SEC) ↗

First Trust page for SDVY ↗

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.

Cite this pageCitation, APA and Markdown

ETFIQ, IWM against SDVY, data as of Oct 28, 2026. https://etfiq.com/compare/any/iwm-vs-sdvy

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