ETF comparison
IWF vs SDY
US Large Cap Growth vs Dividend.
iShares Russell 1000 Growth ETF · State Street SPDR S&P Dividend ETF
Holdings overlap
30 positions appear in both funds. Buying equal dollars of IWF and SDY would leave roughly 4.3% 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
IWF 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 IWF vs SDY.
Top shared holdings
30 shared in total| # | Holding | In IWF | In SDY | Overlap |
|---|---|---|---|---|
| 1 | TEXAS INSTRUMENTS INCORPORATED | 0.80% | 1.55% | 0.80% |
| 2 | CATERPILLAR INC. | 1.43% | 0.47% | 0.47% |
| 3 | MICROSOFT CORPORATION | 4.11% | 0.36% | 0.36% |
| 4 | LOCKHEED MARTIN CORPORATION | 0.31% | 0.85% | 0.31% |
| 5 | COSTCO WHOLESALE CORPORATION | 0.54% | 0.20% | 0.20% |
| 6 | CINTAS CORPORATION | 0.17% | 0.43% | 0.17% |
| 7 | CENCORA, INC. | 0.16% | 0.29% | 0.16% |
| 8 | W.W. GRAINGER, INC. | 0.15% | 0.40% | 0.15% |
| 9 | MICROCHIP TECHNOLOGY INCORPORATED | 0.14% | 1.32% | 0.14% |
| 10 | FASTENAL COMPANY | 0.13% | 0.90% | 0.13% |
| 11 | CUMMINS INC. | 0.13% | 0.69% | 0.13% |
| 12 | WALMART INC. | 0.13% | 0.29% | 0.13% |
Only in IWF
338 total- NVIDIA CORPORATION 13.83%
- APPLE INC. 6.72%
- ALPHABET INC. 6.17%
- BROADCOM INC. 5.21%
- ALPHABET INC. 4.98%
- MICRON TECHNOLOGY, INC. 3.86%
- TESLA, INC. 3.64%
- META PLATFORMS, INC. 3.00%
- ELI LILLY AND COMPANY 2.84%
- ADVANCED MICRO DEVICES, INC. 2.80%
Only in SDY
125 total- Verizon Communications Inc 2.14%
- Realty Income Corp 2.14%
- Kenvue Inc 1.75%
- QUALCOMM Inc 1.57%
- Target Corp 1.55%
- Edison International 1.45%
- WEC Energy Group Inc 1.41%
- Eversource Energy 1.35%
- Consolidated Edison Inc 1.33%
- Southern Co/The 1.33%
Related comparisons
More comparisons with IWF
- IWF vs VBK · Vanguard Morningstar Small-Cap Growth ETF 4.1%
- IWF vs SPLV · Invesco S&P 500 Low Volatility ETF 3.9%
- IWF vs SMLF · iShares U.S. Small-Cap Equity Factor ETF 3.8%
- IWF vs BBMC · JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 3.4%
- IWF vs SCHD · Schwab U.S. Dividend Equity ETF 3.1%
- IWF vs FVD · First Trust Value Line Dividend Index Fund 2.9%
More comparisons with SDY
- SDY vs IWM · iShares Russell 2000 ETF 2.7%
- SDY vs VUG · Vanguard Morningstar Growth ETF 2.6%
- SDY vs IJR · iShares Core S&P Small-Cap ETF 2.3%
- SDY vs IGRO · iShares International Dividend Growth ETF 0.1%
- SDY vs DEM · WisdomTree Emerging Markets High Dividend Fund 0.0%
- SDY vs DGS · WisdomTree Emerging Markets SmallCap Dividend Fund 0.0%
Percentages are holdings overlap with the named fund.
Open IWF 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.