ETF comparison
IWD vs SPYD
US Value vs Dividend.
iShares Russell 1000 Value ETF · State Street SPDR Portfolio S&P 500 High Dividend ETF
Holdings overlap
77 positions appear in both funds. Buying equal dollars of IWD and SPYD would leave roughly 9.5% 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
SPYD is 11 bps cheaper than IWD. On a $100,000 position that's about $110/yr more in fees for IWD.
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 SPYD.
Top shared holdings
77 shared in total| # | Holding | In IWD | In SPYD | Overlap |
|---|---|---|---|---|
| 1 | CHEVRON CORPORATION | 0.86% | 1.19% | 0.86% |
| 2 | VERIZON COMMUNICATIONS INC. | 0.50% | 1.29% | 0.50% |
| 3 | Pepsico, Inc. | 0.46% | 1.10% | 0.46% |
| 4 | AT&T INC. | 0.39% | 1.05% | 0.39% |
| 5 | PFIZER INC. | 0.38% | 1.11% | 0.38% |
| 6 | CVS HEALTH CORPORATION | 0.37% | 1.52% | 0.37% |
| 7 | Altria Group, Inc. | 0.34% | 1.41% | 0.34% |
| 8 | BRISTOL-MYERS SQUIBB COMPANY | 0.33% | 1.26% | 0.33% |
| 9 | DUKE ENERGY CORPORATION | 0.28% | 1.27% | 0.28% |
| 10 | U.S. BANCORP | 0.26% | 1.30% | 0.26% |
| 11 | COMCAST CORPORATION | 0.24% | 1.01% | 0.24% |
| 12 | UNITED PARCEL SERVICE, INC. | 0.22% | 1.18% | 0.22% |
Only in IWD
793 total- AMAZON.COM, INC. 5.93%
- APPLE INC. 5.37%
- MICROSOFT CORPORATION 3.88%
- BERKSHIRE HATHAWAY INC. 2.61%
- JPMORGAN CHASE & CO. 2.45%
- INTEL CORPORATION 1.72%
- JOHNSON & JOHNSON 1.71%
- EXXON MOBIL CORPORATION 1.59%
- CISCO SYSTEMS, INC. 1.30%
- WALMART INC. 1.27%
Only in SPYD
1 total- Simon Property Group Inc 1.44%
Related comparisons
More comparisons with IWD
- IWD vs FDL · First Trust Morningstar Dividend Leaders Index Fund 9.4%
- IWD vs AVMV · Avantis U.S. Mid Cap Value ETF 9.4%
- IWD vs BBMC · JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 9.0%
- IWD vs MOAT · VanEck Morningstar Wide Moat ETF 9.0%
- IWD vs SPHD · Invesco S&P 500 High Dividend Low Volatility ETF 8.5%
- IWD vs SMLF · iShares U.S. Small-Cap Equity Factor ETF 7.1%
More comparisons with SPYD
- SPYD vs VOO · Vanguard S&P 500 ETF 5.5%
- SPYD vs SPYM · State Street SPDR Portfolio S&P 500 ETF 5.5%
- SPYD vs IVV · iShares Core S&P 500 ETF 5.5%
- SPYD vs SPY · State Street SPDR S&P 500 ETF Trust 5.2%
- SPYD vs VB · Vanguard Morningstar Small-Cap ETF 5.1%
- SPYD vs SCHB · Schwab U.S. Broad Market ETF 4.9%
Percentages are holdings overlap with the named fund.
Open IWD or SPYD 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.