Data as of Oct 28, 2026.

vsCompare their flowsaskIQ about these two fundsAsk the committee about these two funds
Across categories

IWM vs SPYD: Differences, Returns & Fees

Share
Share on XDownload as PDF

Over the year to Oct 28, 2026, IWM returned +14.1% to SPYD's +15.3%; 0% of their weight is in the same names.

askIQ about this page

askIQ about IWM and SPYD

Net assets on Oct 27, 2026: $75.5bn for iShares Russell 2000 ETF and $7.5bn for State Street SPDR Portfolio S&P 500 High Dividend ETF.

At a glance
+14.1%
IWM total return, 1 year
+15.3%
SPYD total return, 1 year
0.19%
IWM expense ratio
0.07%
SPYD expense ratio

Pair scorecard

SPYD costs 0.12 points a year less; their one-year returns differ by 1.2 points; IWM is 10.1 times larger.

IWM vs SPYD: Differences, Returns & Fees
MeasureIWMSPYD
Return
Total return, 1 year+14.1%+15.3%
Drawdown
Below its high7.6%, high on Aug 14, 20264.1%, high on Aug 24, 2026
Benchmark
What it tracksRussell 2000 IndexS&P 500 High Dividend Index
Cost and size
Expense ratio0.19%0.07%
Net assets, as of Oct 27, 2026$75.5bn$7.5bn
Holdings
Holdings in common0%
Top ten holdings, share of the fund3.3%16.1%

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

What they share

0%

By the books each fund has filed, IWM and SPYD hold 0% of their money in the same securities at the same weight. Holdings dated Oct 27, 2026.

0 half 100%

half

0% in common

Positions both hold · largest shared weight first IWM SPYD
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%
UMB FINANCIAL 0.33%
SM ENERGY 0.32%
10X GENOMICS CLASS A 0.31%
Only in SPYD
ACCENTURE PLC CL A 2.18%
HP INC 1.74%
HASBRO INC 1.73%
PFIZER INC 1.56%
CHEVRON CORP 1.54%
MEDTRONIC PLC 1.49%
CROWN CASTLE INC 1.47%
BEST BUY CO INC 1.47%
Check overlap with more funds →

Side by side

IWM iShares Russell 2000 ETF SPYD State Street SPDR Portfolio S&P 500 High Dividend ETF
Where it sits Stock ETF Stock ETF
What it is Tracks the Russell 2000 Tracks the S&P 500 High Dividend
Total return, 1 year +14.1% +15.3%
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% 0.07%
Already in the S&P 500 0.0% 99.3%
Holdings 1977 79
Net assets, as of Oct 27, 2026 $75.5bn $7.5bn

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

Alert

IWM and SPYD flows, by email on Sundays.

One-click unsubscribe. See Privacy.

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.

SPYD

SPYD tracks the S&P 500 High Dividend. Over the year to Oct 28, 2026 it returned +15.3% with distributions reinvested. The prospectus expense ratio is 0.07% a year. By its holdings published by its issuer for Oct 27, 2026, 99% of the fund by weight is stocks the S&P 500 also holds, across 79 positions, with the top ten at 16.1%. It sat 4.1% below its high of Aug 24, 2026 on Oct 28, 2026.

Questions people ask

Which returned more over the last year, IWM or SPYD?
In the year to Oct 28, 2026, with distributions reinvested, IWM returned +14.1% and SPYD +15.3%.
Which is cheaper, IWM or SPYD?
SPYD is cheaper, by 0.12 percentage points a year. That is about $12 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do IWM and SPYD overlap with the S&P 500?
By their latest filed holdings, 0% of IWM and 99% of SPYD by weight is stocks the S&P 500 already holds.
Other comparisons
Cite this pageCitation, APA and Markdown

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

Open data →

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