ETF comparison
IWM vs PEY
US Small Cap vs Dividend.
iShares Russell 2000 ETF · Invesco High Yield Equity Dividend Achievers ETF
Holdings overlap
18 positions appear in both funds. Buying equal dollars of IWM and PEY would leave roughly 1.6% 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
IWM is 49 bps cheaper than PEY. On a $100,000 position that's about $490/yr more in fees for PEY.
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 IWM vs PEY.
Top shared holdings
18 shared in total| # | Holding | In IWM | In PEY | Overlap |
|---|---|---|---|---|
| 1 | Portland General Electric Co. | 0.19% | 1.57% | 0.19% |
| 2 | Atlantic Union Bankshares Corp. | 0.19% | 1.65% | 0.19% |
| 3 | Black Hills Corp. | 0.18% | 1.41% | 0.18% |
| 4 | Polaris, Inc. | 0.12% | 1.38% | 0.12% |
| 5 | WesBanco, Inc. | 0.11% | 1.97% | 0.11% |
| 6 | Avista Corp. | 0.11% | 1.76% | 0.11% |
| 7 | Simmons First National Corp. | 0.10% | 1.66% | 0.10% |
| 8 | Trinity Industries, Inc. | 0.09% | 1.38% | 0.09% |
| 9 | Cohen & Steers, Inc. | 0.07% | 1.66% | 0.07% |
| 10 | Northwest Natural Holding Co. | 0.07% | 1.56% | 0.07% |
| 11 | John Wiley & Sons, Inc. | 0.06% | 1.59% | 0.06% |
| 12 | Federal Agricultural Mortgage Corp. | 0.06% | 1.67% | 0.06% |
Only in IWM
1,996 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%
Only in PEY
32 total- Robert Half Inc. 3.91%
- LyondellBasell Industries N.V. 2.55%
- Prudential Financial, Inc. 2.52%
- Main Street Capital Corp. 2.43%
- Pfizer Inc. 2.39%
- United Parcel Service, Inc. 2.28%
- Altria Group, Inc. 2.25%
- Clorox Co. (The) 2.22%
- Kimberly-Clark Corp. 2.21%
- Verizon Communications Inc. 2.15%
Related comparisons
More comparisons with IWM
- IWM vs FBCG · Fidelity Blue Chip Growth ETF 1.5%
- IWM vs FDL · First Trust Morningstar Dividend Leaders Index Fund 1.5%
- IWM vs TCAF · T. Rowe Price Capital Appreciation Equity ETF 1.5%
- IWM vs FELC · Fidelity Enhanced Large Cap Core ETF 1.4%
- IWM vs SCHD · Schwab U.S. Dividend Equity ETF 1.4%
- IWM vs FELG · Fidelity Enhanced Large Cap Growth ETF 1.2%
More comparisons with PEY
- PEY vs RDVY · First Trust Rising Dividend Achievers ETF 1.6%
- PEY vs IJH · iShares Core S&P Mid-Cap ETF 0.9%
- PEY vs QQQ · Invesco QQQ Trust 0.5%
- PEY vs DGRO · iShares Core Dividend Growth ETF 0.1%
- PEY vs IWF · iShares Russell 1000 Growth ETF 0.0%
- PEY vs DEM · WisdomTree Emerging Markets High Dividend Fund 0.0%
Percentages are holdings overlap with the named fund.
Open IWM or PEY 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.