ETF comparison
IWD vs SDY
US Value vs Dividend.
iShares Russell 1000 Value ETF · State Street SPDR S&P Dividend ETF
Holdings overlap
124 positions appear in both funds. Buying equal dollars of IWD and SDY would leave roughly 20.2% of each dollar exposed to the same underlying securities.
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.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — see what we don't score for why.
Cost difference
IWD is 17 bps cheaper than SDY. On a $100,000 position that's about $170/yr more in fees for SDY.
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 IWD vs SDY.
Top shared holdings
124 shared in total| # | Holding | In IWD | In SDY | Overlap |
|---|---|---|---|---|
| 1 | ABBVIE INC. | 1.15% | 1.62% | 1.15% |
| 2 | JOHNSON & JOHNSON | 1.71% | 0.99% | 0.99% |
| 3 | THE PROCTER & GAMBLE COMPANY | 0.96% | 1.25% | 0.96% |
| 4 | EXXON MOBIL CORPORATION | 1.59% | 0.93% | 0.93% |
| 5 | CHEVRON CORPORATION | 0.86% | 1.27% | 0.86% |
| 6 | THE COCA-COLA COMPANY | 0.78% | 1.26% | 0.78% |
| 7 | INTERNATIONAL BUSINESS MACHINES CORPORATION | 0.74% | 1.27% | 0.74% |
| 8 | LINDE PUBLIC LIMITED COMPANY | 0.67% | 0.56% | 0.56% |
| 9 | QUALCOMM INCORPORATED | 0.55% | 1.57% | 0.55% |
| 10 | MCDONALD'S CORPORATION | 0.54% | 0.89% | 0.54% |
| 11 | NEXTERA ENERGY, INC. | 0.51% | 1.08% | 0.51% |
| 12 | ANALOG DEVICES, INC. | 0.50% | 0.61% | 0.50% |
Only in IWD
746 total- AMAZON.COM, INC. 5.93%
- APPLE INC. 5.37%
- BERKSHIRE HATHAWAY INC. 2.61%
- JPMORGAN CHASE & CO. 2.45%
- INTEL CORPORATION 1.72%
- CISCO SYSTEMS, INC. 1.30%
- UNITEDHEALTH GROUP INCORPORATED 1.05%
- BANK OF AMERICA CORPORATION 0.98%
- MERCK & CO., INC. 0.89%
- THE GOLDMAN SACHS GROUP, INC. 0.82%
Only in SDY
31 total- Texas Instruments Inc 1.55%
- Microchip Technology Inc 1.32%
- Lockheed Martin Corp 0.85%
- Caterpillar Inc 0.47%
- UMB Financial Corp 0.45%
- Cintas Corp 0.43%
- United Bankshares Inc/WV 0.29%
- Erie Indemnity Co 0.29%
- Cencora Inc 0.29%
- New Jersey Resources Corp 0.27%
Related comparisons
More comparisons with IWD
- IWD vs VLUE · iShares MSCI USA Value Factor ETF 19.8%
- IWD vs MTUM · iShares MSCI USA Momentum Factor ETF 19.2%
- IWD vs JGRO · JPMorgan Active Growth ETF 19.0%
- IWD vs MGK · Vanguard Morningstar Mega Cap Growth ETF 18.6%
- IWD vs SPMO · Invesco S&P 500 Momentum ETF 18.3%
- IWD vs FELG · Fidelity Enhanced Large Cap Growth ETF 18.1%
More comparisons with SDY
- SDY vs HDV · iShares Core High Dividend ETF 19.9%
- SDY vs FDVV · Fidelity High Dividend ETF 17.8%
- SDY vs DON · WisdomTree U.S. MidCap Dividend Fund 16.2%
- SDY vs PEY · Invesco High Yield Equity Dividend Achievers ETF 15.2%
- SDY vs SPHD · Invesco S&P 500 High Dividend Low Volatility ETF 14.7%
- SDY vs VOO · Vanguard S&P 500 ETF 14.1%
Percentages are holdings overlap with the named fund.
Open IWD or SDY at a brokerage
Both funds trade commission-free at major US brokerages.
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.