Data as of Oct 28, 2026.
IWO vs RDVY: Differences, Returns & Fees
Over the year to Oct 28, 2026, IWO returned +7.9% to RDVY's +17.6%; 0% of their weight is in the same names.
askIQ about this page
askIQ about IWO and RDVY
Net assets on Oct 27, 2026: $14.0bn for iShares Russell 2000 Growth ETF and $25.4bn for First Trust Rising Dividend Achievers ETF.
Pair scorecard
IWO costs 0.23 points a year less; their one-year returns differ by 9.7 points; RDVY is 1.8 times larger.
| Measure | IWO | RDVY |
|---|---|---|
| Return | ||
| Total return, 1 year | +7.9% | +17.6% |
| Drawdown | ||
| Below its high | 9.9%, high on Aug 14, 2026 | 5.3%, high on Aug 13, 2026 |
| Benchmark | ||
| What it tracks | Russell 2000 Growth Index | Nasdaq US Rising Dividend Achievers Index |
| Cost and size | ||
| Expense ratio | 0.24% | 0.47% |
| Net assets, as of Oct 27, 2026 | $14.0bn | $25.4bn |
| Holdings | ||
| Holdings in common | 0% | |
| Top ten holdings, share of the fund | 6.4% | 22.1% |
Holdings in common uses holdings dated Oct 27, 2026. Method
What they share
By the books each fund has filed, IWO and RDVY hold 0% of their money in the same securities at the same weight. Holdings dated Oct 27, 2026.
half
0% in common
Only in one fund ↓
Side by side
IWO and RDVY on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.
IWO
IWO tracks the Russell 2000 Growth. Over the year to Oct 28, 2026 it returned +7.9% with distributions reinvested, against +8.0% for its benchmark, the Russell 2000 Growth Index. The prospectus expense ratio is 0.24% 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 1,122 positions, with the top ten at 6.4%. It sat 9.9% below its high of Aug 14, 2026 on Oct 28, 2026.
RDVY
RDVY tracks an index of Rising Dividend Achievers. Over the year to Oct 28, 2026 it returned +17.6% with distributions reinvested, against +13.7% for its benchmark, the S&P 500 Index. The prospectus expense ratio is 0.47% a year. By its holdings published by its issuer for Oct 27, 2026, 94% of the fund by weight is stocks the S&P 500 also holds, across 72 positions, with the top ten at 22.1%. It sat 5.3% below its high of Aug 13, 2026 on Oct 28, 2026.
Questions people ask
- Which returned more over the last year, IWO or RDVY?
- In the year to Oct 28, 2026, with distributions reinvested, IWO returned +7.9% and RDVY +17.6%.
- Which is cheaper, IWO or RDVY?
- IWO is cheaper, by 0.23 percentage points a year. That is about $23 on $10,000 held for a year. Fees come from each fund's prospectus.
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, IWO against RDVY, data as of Oct 28, 2026. https://etfiq.com/compare/any/iwo-vs-rdvy
ETFIQ. (Oct 28, 2026). IWO against RDVY. Retrieved from https://etfiq.com/compare/any/iwo-vs-rdvy
[IWO against RDVY (ETFIQ, Oct 28, 2026)](https://etfiq.com/compare/any/iwo-vs-rdvy)
Free to use with attribution for data ETFIQ computes; issuer data stays under its owner's terms.