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

In the year to Oct 28, 2026, with distributions reinvested, IWO returned +7.9% and SDY +16.5%.

Which is cheaper, IWO or SDY?

IWO is cheaper, by 0.11 percentage points a year. That is about $11 on $10,000 held for a year. Fees come from each fund's prospectus.

How much do IWO and SDY overlap with the S&P 500?

By their latest filed holdings, 0% of IWO and 84% of SDY by weight is stocks the S&P 500 already holds.

Data as of Oct 28, 2026.

Across categories

IWO vs SDY: Differences, Returns & Fees

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Over the year to Oct 28, 2026, IWO returned +7.9% to SDY's +16.5%; 1% of their weight is in the same names.

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Net assets on Oct 27, 2026: $14.0bn for iShares Russell 2000 Growth ETF and $21.9bn for State Street SPDR S&P Dividend ETF.

IWO on its own →SDY on its own →

At a glance

+7.9%

IWO total return, 1 year

+16.5%

SDY total return, 1 year

0.24%

IWO expense ratio

0.35%

SDY expense ratio

Pair scorecard

IWO costs 0.11 points a year less; their one-year returns differ by 8.6 points; SDY is 1.6 times larger.

IWO vs SDY: Differences, Returns & Fees
Measure	IWO	SDY
Return
Measure	IWO	SDY
Total return, 1 year	+7.9%	+16.5%
Drawdown
Measure	IWO	SDY
Below its high	9.9%, high on Aug 14, 2026
Benchmark
Measure	IWO	SDY
What it tracks	Russell 2000 Growth Index	S&P High Yield Dividend Aristocrats Index
Cost and size
Measure	IWO	SDY
Expense ratio	0.24%	0.35%
Net assets, as of Oct 27, 2026	$14.0bn	$21.9bn
Holdings
Measure	IWO	SDY
Holdings in common	1%
Top ten holdings, share of the fund	6.4%	20.4%

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

What they share

By the books each fund has filed, IWO and SDY hold 1% of their money in the same securities at the same weight. Holdings dated Oct 27, 2026.

50%

0 half 100%

half

1% in common

Positions both hold · largest shared weight first IWO SDY

BADGER METER 0.30% 0.21%

FRANKLIN ELECTRIC 0.25% 0.16%

AMERICAN STATES WATER 0.16% 0.13%

HAWKINS INC 0.20% 0.13%

POLARIS INC 0.21% 0.12%

MARZETTI 0.13% 0.10%

COMMUNITY FINANCIAL SYSTEM INC 0.05% 0.14%

UMB FINANCIAL 0.05% 0.40%

BANCFIRST CORP 0.01% 0.09%

Only in one fund ↓

Only in IWO

JFROG 0.74%

TWIST BIOSCIENCE 0.71%

GLAUKOS 0.70%

MOOG INC CLASS A 0.68%

BRIGHTSPRING HEALTH SERVICES INC 0.66%

10X GENOMICS CLASS A 0.61%

RYMAN HOSPITALITY PROPERTIES REIT 0.60%

INTERDIGITAL INC 0.58%

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

IWO iShares Russell 2000 Growth 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 Growth Tracks the S&P Dividend

Total return, 1 year +7.9% +16.5%

Its benchmark over the same days +8.0% (VTWG) not measured

Gap to its benchmark −0.1 pts vs VTWG not measured

Expense ratio 0.24% 0.35%

Already in the S&P 500 0.0% 84.4%

Holdings 1122 156

Net assets, as of Oct 27, 2026 $14.0bn $21.9bn

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

Alert

About each fund

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.

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, IWO or SDY?: In the year to Oct 28, 2026, with distributions reinvested, IWO returned +7.9% and SDY +16.5%.
Which is cheaper, IWO or SDY?: IWO is cheaper, by 0.11 percentage points a year. That is about $11 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do IWO and SDY overlap with the S&P 500?: By their latest filed holdings, 0% of IWO and 84% of SDY by weight is stocks the S&P 500 already holds.

Other comparisons

IWO vs RSP COWZ vs IWO IWO vs NOBL IWO vs VOE SDY vs VBK SDY vs VFLO MOAT vs SDY ONEQ vs SDY

Where to next

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

Sources and dates

IWO filings on SEC EDGAR ↗

IWO prospectus with the expense ratio (SEC) ↗

iShares page for IWO ↗

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.

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

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