Data as of Sep 13, 2026. Both funds on the fields they both publish, from the same sources.
IWM vs SDY: how they differ
IWM and SDY hold 0% of their weight in the same names, and IWM returned more over the year.
iShares Russell 2000 ETF and State Street(R) SPDR(R) S&P(R) Dividend ETF.
What they hold in common
By the books each fund has filed, IWM and SDY hold 0% of their money in the same securities at the same weight.
| Only in IWM | Only in SDY |
|---|---|
| MOOG INC CLASS A 0.34% | VERIZON COMMUNICATIONS INC 3.33% |
| UMB FINANCIAL 0.34% | ACCENTURE PLC CL A 2.94% |
| CYTOKINETICS 0.32% | REALTY INCOME CORP 2.12% |
| GLAUKOS 0.32% | CHEVRON CORP 2.09% |
| JFROG 0.32% | PEPSICO INC 1.95% |
| BRIGHTSPRING HEALTH SERVICES INC 0.31% | MEDTRONIC PLC 1.82% |
| BRINKER INTERNATIONAL INC 0.31% | TARGET CORP 1.74% |
| FIRSTCASH HOLDINGS INC 0.31% | NIKE INC CL B 1.53% |
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 Sep 10, 2026.
| IWM iShares Russell 2000 ETF | SDY State Street(R) SPDR(R) S&P(R) Dividend ETF | |
|---|---|---|
| Where it sits | Core index fund | Core index fund |
| Issuer | iShares | State Street |
| What it is | Russell 2000 | SPDR S&P Dividend |
| Total return, 1 year | +21.2% | +11.0% |
| S&P 500 over the same days | +17.5% | +17.5% |
| Gap to the S&P 500 | +3.7 pts | −6.5 pts |
| Expense ratio | 0.19% | 0.35% |
| Already in the S&P 500 | 0.0% | 84.6% |
| Holdings | 1749 | 157 |
IWM in plain words
IWM is an index equity fund tracking the Russell 2000. Over the year to Sep 11, 2026 it returned +21.2% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.19% a year. By its holdings filed for Sep 10, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 1749 positions, with the top ten at 3.2%. It sat 5.3% below its high of Aug 14, 2026 on Sep 11, 2026.
SDY in plain words
SDY is an index equity fund tracking the SPDR S&P Dividend. Over the year to Sep 11, 2026 it returned +11.0% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.35% a year. By its holdings filed for Sep 10, 2026, 85% of the fund by weight is stocks the S&P 500 also holds, across 157 positions, with the top ten at 20.5%. It sat 3.9% below its high of Aug 24, 2026 on Sep 11, 2026.
Questions people ask
- Which returned more over the last year, IWM or SDY?
- In the year to Sep 13, 2026, with distributions reinvested, IWM returned +21.2% and SDY returned +11.0%, so IWM returned more. One year is one year; the longer windows are in the table.
- Which is cheaper, IWM or SDY?
- IWM charges 0.19% a year and SDY charges 0.35%, so IWM is cheaper. Fees come from each fund's prospectus.
- How much do IWM and SDY overlap with the S&P 500?
- By their latest filed holdings, 0% of IWM and 85% of SDY 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.
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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.
Cite this page. ETFIQ, IWM against SDY, data as of Sep 13, 2026. https://etfiq.com/compare/any/iwm-vs-sdy Free to use with attribution; the underlying files are at Open data.
A comparison is not a recommendation. Standards and sources