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ETF comparison

HDV vs IWM

Dividend vs US Small Cap.

iShares Core High Dividend ETF · iShares Russell 2000 ETF

Holdings overlap

Weighted by ISIN/CUSIP
0.3 %

5 positions appear in both funds. Buying equal dollars of HDV and IWM would leave roughly 0.3% of each dollar exposed to the same underlying securities.

HDV unmatched 99.2% Shared 0.3% IWM unmatched 99.4%

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 HDV only
70 positions
Shared
5 positions
In IWM only
2,009 positions

Side by side

HDV

iShares Core High Dividend ETF

iShares · Dividend

83 composite / 100
Expense ratio
0.080%
Net assets
$14.55B
TTM yield
3.15%
Top-10 conc.
51.4%
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

92
Cost
81
74
Tax efficiency
89
100
Liquidity
100
41
Concentration
100
—
Tracking quality
—
HDV sub-score IWM

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

Cost difference

HDV is 11 bps cheaper than IWM. On a $100,000 position that's about $110/yr more in fees for IWM.

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 HDV vs IWM.

Top shared holdings

5 shared in total
# Holding In HDV In IWM Overlap
1 NEW JERSEY RESOURCES CORP 0.09% 0.18% 0.09%
2 TXNM ENERGY INC 0.08% 0.18% 0.08%
3 ARCHROCK INC 0.07% 0.22% 0.07%
4 MOELIS & COMPANY 0.06% 0.12% 0.06%
5 MAGNOLIA OIL & GAS CORP 0.05% 0.15% 0.05%

Only in HDV

70 total
  • EXXONMOBIL HOLDINGS CORP 7.88%
  • ABBVIE INC 6.16%
  • CHEVRON CORP 6.13%
  • VERIZON COMMUNICATIONS INC 5.51%
  • PROCTER & GAMBLE COMPANY (THE) 4.52%
  • HOME DEPOT INC (THE) 4.45%
  • PHILIP MORRIS INTERNATIONAL INC 4.44%
  • PFIZER INC 4.27%
  • COCA-COLA COMPANY (THE) 4.09%
  • MERCK & COMPANY INC 3.99%

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 HDV

More comparisons with IWM

Percentages are holdings overlap with the named fund.

Open HDV 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.