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

In the year to Oct 28, 2026, with distributions reinvested, IWM returned +14.1% and SDY +16.5%.

Which is cheaper, IWM or SDY?

IWM is cheaper, by 0.16 percentage points a year. That is about $16 on $10,000 held for a year. 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 84% of SDY by weight is stocks the S&P 500 already holds.

Data as of Oct 28, 2026.

Across categories

IWM vs SDY: Differences, Returns & Fees

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Over the year to Oct 28, 2026, IWM returned +14.1% to SDY's +16.5%; 3% 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 $21.9bn for State Street SPDR S&P Dividend ETF.

IWM on its own →SDY on its own →

At a glance

+14.1%

IWM total return, 1 year

+16.5%

SDY total return, 1 year

0.19%

IWM expense ratio

0.35%

SDY expense ratio

Pair scorecard

IWM costs 0.16 points a year less; their one-year returns differ by 2.4 points; IWM is 3.4 times larger.

IWM vs SDY: Differences, Returns & Fees
Measure	IWM	SDY
Return
Measure	IWM	SDY
Total return, 1 year	+14.1%	+16.5%
Drawdown
Measure	IWM	SDY
Below its high	7.6%, high on Aug 14, 2026
Benchmark
Measure	IWM	SDY
What it tracks	Russell 2000 Index	S&P High Yield Dividend Aristocrats Index
Cost and size
Measure	IWM	SDY
Expense ratio	0.19%	0.35%
Net assets, as of Oct 27, 2026	$75.5bn	$21.9bn
Holdings
Measure	IWM	SDY
Holdings in common	3%
Top ten holdings, share of the fund	3.3%	20.4%

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

What they share

By the books each fund has filed, IWM and SDY hold 3% of their money in the same securities at the same weight. Holdings dated Oct 27, 2026.

50%

0 half 100%

half

3% in common

Positions both hold · largest shared weight first IWM SDY

UMB FINANCIAL 0.33% 0.40%

UNITED BANKSHARES 0.22% 0.27%

BLACK HILLS CORP 0.21% 0.26%

NEW JERSEY RESOURCES CORP 0.18% 0.21%

ONE GAS 0.17% 0.20%

SPIRE INC 0.17% 0.20%

BADGER METER 0.15% 0.21%

FRANKLIN ELECTRIC 0.12% 0.16%

ABM INDUSTRIES INC 0.11% 0.12%

AMERICAN STATES WATER 0.11% 0.13%

AVISTA 0.11% 0.12%

CHESAPEAKE UTILITIES 0.11% 0.12%

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 SDY

ACCENTURE PLC CL A 3.73%

VERIZON COMMUNICATIONS INC 2.81%

CHEVRON CORP 2.15%

REALTY INCOME CORP 1.94%

PEPSICO INC 1.82%

MEDTRONIC PLC 1.79%

TARGET CORP 1.59%

AUTOMATIC DATA PROCESSING 1.55%

Check overlap with more funds →

Side by side

IWM iShares Russell 2000 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 2000 Tracks the S&P Dividend

Total return, 1 year +14.1% +16.5%

Its benchmark over the same days +14.3% (VTWO) not measured

Gap to its benchmark −0.2 pts vs VTWO not measured

Expense ratio 0.19% 0.35%

Already in the S&P 500 0.0% 84.4%

Holdings 1977 156

Net assets, as of Oct 27, 2026 $75.5bn $21.9bn

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

Alert

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.

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, IWM or SDY?: In the year to Oct 28, 2026, with distributions reinvested, IWM returned +14.1% and SDY +16.5%.
Which is cheaper, IWM or SDY?: IWM is cheaper, by 0.16 percentage points a year. That is about $16 on $10,000 held for a year. 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 84% of SDY by weight is stocks the S&P 500 already holds.

Other comparisons

IWM vs RSP DVY vs IWM COWZ vs IWM IWM vs NOBL SDY vs VB SDY vs VTWO IJR vs SDY IJT vs SDY

Where to next

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

Sources and dates

IWM filings on SEC EDGAR ↗

IWM prospectus with the expense ratio (SEC) ↗

iShares page for IWM ↗

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.

Cite this pageCitation, APA and Markdown

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

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