Which returned more over the last year, IWV or SPUS?

In the year to Oct 9, 2026, with distributions reinvested, IWV returned +16.7% and SPUS +21.9%.

Which is cheaper, IWV or SPUS?

IWV is cheaper, by 0.25 percentage points a year. That is about $25 on $10,000 held for a year. Fees come from each fund's prospectus.

How much do IWV and SPUS overlap with the S&P 500?

By their latest filed holdings, 88% of IWV and 100% of SPUS by weight is stocks the S&P 500 already holds.

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IWV vs SPUS: Differences, Returns & Fees

IWV and SPUS hold 52% of their weight in the same names, and SPUS returned +21.9% over the year. Net assets: $20.6bn on Oct 9, 2026 for iShares Russell 3000 ETF, and $2.7bn on May 31, 2026 for SP Funds S&P 500 Sharia Industry Exclusions ETF.

IWV costs 0.25 points a year less; their one-year returns differ by 5.2 points.

	IWV	SPUS
Expense ratio	0.20%	0.45%
Net assets, IWV as of Oct 9, 2026 and SPUS as of May 31, 2026	$20.6bn	$2.7bn
Total return, 1 year	+16.7%	+21.9%
What it tracks	Russell 3000 Index	not read by ETFIQ
Holdings in common	52%
Top ten holdings, share of the fund	34.8%	57.9%

Holdings in common uses holdings dated May 31, 2026 and Oct 8, 2026.

+16.7%

IWV total return, 1 year

+21.9%

SPUS total return, 1 year

0.20%

IWV expense ratio

0.45%

SPUS expense ratio

What they hold in common

By the books each fund has filed, IWV and SPUS hold 52% of their money in the same securities at the same weight. Above 50%, holding both is close to holding one of them twice. Holdings dated May 31, 2026 and Oct 8, 2026.

50%

half

52% in common

Positions both hold, largest shared weight first

Holding IWV SPUS

NVIDIA 7.24% 13.51%

APPLE 6.62% 12.06%

MICROSOFT 5.22% 8.80%

ALPHABET CLASS A 2.73% 5.83%

BROADCOM INC 2.25% 5.58%

MICRON TECHNOLOGY 1.57% 2.86%

TESLA INC 1.47% 3.21%

ADVANCED MICRO DEVICES 1.36% 2.20%

ELI LILLY 1.26% 2.29%

EXXONMOBIL HOLDINGS CORP 0.93% 1.59%

JOHNSON & JOHNSON 0.83% 1.42%

ABBVIE 0.65% 1.01%

Only in IWV

AMAZON.COM INC 3.32%

ALPHABET CLASS C 2.21%

META PLATFORMS CLASS A 2.13%

BERKSHIRE HATHAWAY INC CLASS B 1.28%

JPMORGAN CHASE & CO 1.19%

VISA CLASS A 0.86%

INTEL CORPORATION 0.66%

WALMART 0.65%

Only in SPUS

Seagate Technology Holdings PL 0.51%

NXP Semiconductors NV 0.21%

TE Connectivity PLC 0.17%

Check overlap with more funds →

On the same fields

IWV

iShares Russell 3000 ETF

SPUS

SP Funds S&P 500 Sharia Industry Exclusions ETF

Where it sits Stock ETF Stock ETF

Issuer iShares SP Funds

What it is Tracks an index Tracks an index

Total return, 1 year +16.7% +21.9%

S&P 500 over the same days +17.3% +17.3%

Gap to the S&P 500 −0.6 pts +4.6 pts

Expense ratio 0.20% 0.45%

Already in the S&P 500 87.8% 99.7%

Holdings 2600 213

Net assets, IWV as of Oct 9, 2026 and SPUS as of May 31, 2026 $20.6bn $2.7bn

IWV and SPUS on the fields both publish, as of Oct 9, 2026. Source: ETFIQ.

IWV in plain words

IWV tracks an index. Over the year to Oct 9, 2026 it returned +16.7% with distributions reinvested, against +17.3% for the S&P 500. The prospectus expense ratio is 0.20% a year. By its holdings published by its issuer for Oct 8, 2026, 88% of the fund by weight is stocks the S&P 500 also holds, across 2,600 positions, with the top ten at 34.8%.

SPUS in plain words

SPUS tracks an index. Over the year to Oct 9, 2026 it returned +21.9% with distributions reinvested, against +17.3% for the S&P 500. The prospectus expense ratio is 0.45% a year. By its holdings filed for May 31, 2026, 100% of the fund by weight is stocks the S&P 500 also holds, across 213 positions, with the top ten at 57.9%.

Questions people ask

Which returned more over the last year, IWV or SPUS?: In the year to Oct 9, 2026, with distributions reinvested, IWV returned +16.7% and SPUS +21.9%.
Which is cheaper, IWV or SPUS?: IWV is cheaper, by 0.25 percentage points a year. That is about $25 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do IWV and SPUS overlap with the S&P 500?: By their latest filed holdings, 88% of IWV and 100% of SPUS by weight is stocks the S&P 500 already holds.

Other comparisons

EQWL vs IWV IWV vs SNPE IWV vs KLMN BDYN vs IWV OEF vs SPUS SPMO vs SPUS DFUS vs SPUS MTUM vs SPUS

IWV on its own →SPUS on its own →Hold both: look the portfolio through →Rankings →Standards and sources →

Where these figures came from

IWV filings on SEC EDGAR ↗IWV prospectus with the expense ratio (SEC) ↗iShares page for IWV ↗SPUS filings on SEC EDGAR ↗SPUS prospectus with the expense ratio (SEC) ↗SP Funds website ↗

ETFIQ links to the documents behind every figure; a link is not an endorsement. 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, IWV against SPUS, data as of Oct 9, 2026. https://etfiq.com/compare/any/iwv-vs-spus

Open data

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