ETF comparison
IWM vs SDY
US Small Cap vs Dividend.
iShares Russell 2000 ETF · State Street SPDR S&P Dividend ETF
Holdings overlap
22 positions appear in both funds. Buying equal dollars of IWM and SDY would leave roughly 2.7% 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 16 bps cheaper than SDY. On a $100,000 position that's about $160/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 IWM vs SDY.
Top shared holdings
22 shared in total| # | Holding | In IWM | In SDY | Overlap |
|---|---|---|---|---|
| 1 | UMB Financial Corp. | 0.33% | 0.45% | 0.33% |
| 2 | United Bankshares, Inc. | 0.19% | 0.29% | 0.19% |
| 3 | Black Hills Corp. | 0.18% | 0.25% | 0.18% |
| 4 | New Jersey Resources Corp. | 0.18% | 0.27% | 0.18% |
| 5 | ONE Gas, Inc. | 0.15% | 0.22% | 0.15% |
| 6 | Spire, Inc. | 0.14% | 0.22% | 0.14% |
| 7 | Badger Meter, Inc. | 0.14% | 0.26% | 0.14% |
| 8 | Franklin Electric Co., Inc. | 0.13% | 0.18% | 0.13% |
| 9 | Polaris, Inc. | 0.12% | 0.16% | 0.12% |
| 10 | Community Financial System, Inc. | 0.11% | 0.16% | 0.11% |
| 11 | Avista Corp. | 0.11% | 0.16% | 0.11% |
| 12 | American States Water Co. | 0.10% | 0.15% | 0.10% |
Only in IWM
1,992 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%
- JFrog Ltd. 0.31%
- Riot Platforms, Inc. 0.30%
- Krystal Biotech, Inc. 0.30%
Only in SDY
133 total- Verizon Communications Inc 2.14%
- Realty Income Corp 2.14%
- Kenvue Inc 1.75%
- Kimberly-Clark Corp 1.75%
- AbbVie Inc 1.62%
- QUALCOMM Inc 1.57%
- Texas Instruments Inc 1.55%
- Target Corp 1.55%
- Automatic Data Processing Inc 1.54%
- Edison International 1.45%
Related comparisons
More comparisons with IWM
- IWM vs SPTM · State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF 2.7%
- IWM vs AVMV · Avantis U.S. Mid Cap Value ETF 2.6%
- IWM vs VYM · Vanguard High Dividend Yield Index Fund ETF Shares 2.6%
- IWM vs FVD · First Trust Value Line Dividend Index Fund 2.4%
- IWM vs ESGV · Vanguard ESG U.S. Stock ETF 2.4%
- IWM vs FNDX · Schwab Fundamental U.S. Large Company ETF 2.3%
More comparisons with SDY
- 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%
- SDY vs DVYE · iShares Emerging Markets Dividend ETF 0.0%
Percentages are holdings overlap with the named fund.
Open IWM 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.