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ETF comparison

DVY vs IWM

Dividend vs US Small Cap.

iShares Select Dividend ETF · iShares Russell 2000 ETF

Holdings overlap

Weighted by ISIN/CUSIP
1.0 %

5 positions appear in both funds. Buying equal dollars of DVY and IWM would leave roughly 1.0% of each dollar exposed to the same underlying securities.

DVY unmatched 98.7% Shared 1.0% IWM unmatched 98.8%

Unmatched is the part of a fund's weight the other fund doesn't match: names only it holds, plus any extra weight it puts in names both funds hold.

In DVY only
94 positions
Shared
5 positions
In IWM only
2,009 positions

Side by side

DVY

iShares Select Dividend ETF

iShares · Dividend

78 composite / 100
Expense ratio
0.38%
Net assets
$22.16B
TTM yield
3.31%
Top-10 conc.
18.8%
IWM

iShares Russell 2000 ETF

iShares · US Small Cap

90 composite / 100
Expense ratio
0.19%
Net assets
$78.04B
TTM yield
0.99%
Top-10 conc.
3.4%

Sub-score comparison

62
Cost
81
74
Tax efficiency
89
100
Liquidity
100
87
Concentration
100
—
Tracking quality
—
DVY sub-score IWM

Tracking quality isn't part of the composite — see what we don't score for why.

Cost difference

IWM is 19 bps cheaper than DVY. On a $100,000 position that's about $190/yr more in fees for DVY.

Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open the cost calculator pre-filled with DVY vs IWM.

Top shared holdings

5 shared in total
# Holding In DVY In IWM Overlap
1 VALLEY NATIONAL BANCORP 0.62% 0.22% 0.22%
2 SOUTHWEST GAS HOLDINGS INC 0.47% 0.20% 0.20%
3 UNITED BANKSHARES INC 0.61% 0.19% 0.19%
4 BLACK HILLS CORP 0.44% 0.18% 0.18%
5 NEW JERSEY RESOURCES CORP 0.48% 0.18% 0.18%

Only in DVY

94 total
  • PRUDENTIAL FINANCIAL INC 2.21%
  • T. ROWE PRICE GROUP INC 2.13%
  • ALTRIA GROUP INC 2.09%
  • HP INC 2.04%
  • PFIZER INC 2.00%
  • VERIZON COMMUNICATIONS INC 1.74%
  • ONEOK INC 1.74%
  • FORD MOTOR CO 1.62%
  • KIMBERLY CLARK CORP 1.62%
  • EDISON INTERNATIONAL 1.56%

Only in IWM

2,009 total
  • Moog, Inc. 0.38%
  • Hut 8 Corp. 0.37%
  • Viasat, Inc. 0.35%
  • BrightSpring Health Services, Inc. 0.35%
  • Cytokinetics, Inc. 0.35%
  • MaxLinear, Inc. 0.34%
  • Argan, Inc. 0.34%
  • UMB Financial Corp. 0.33%
  • JFrog Ltd. 0.31%
  • Riot Platforms, Inc. 0.30%

Related comparisons

More comparisons with DVY

More comparisons with IWM

Percentages are holdings overlap with the named fund.

Open DVY or IWM at a brokerage

Both funds trade commission-free at major US brokerages.

Open at Fidelity

Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodology and funding disclosure.

Holdings overlap is the sum of min(weight_a, weight_b) over positions matched on ISIN (CUSIP fallback). Methodology: see /methodology/.

Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.