ETF comparison
IWM vs SPHD
US Small Cap vs Dividend.
iShares Russell 2000 ETF · Invesco S&P 500 High Dividend Low Volatility ETF
Holdings overlap
0 positions appear in both funds. Buying equal dollars of IWM and SPHD would leave roughly 0.0% 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 11 bps cheaper than SPHD. On a $100,000 position that's about $110/yr more in fees for SPHD.
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 SPHD.
Top shared holdings
0 shared in totalNo shared holdings between these funds.
Only in IWM
2,014 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 SPHD
51 total- Pfizer Inc. 3.41%
- General Mills, Inc. 3.32%
- Verizon Communications Inc. 3.32%
- Kraft Heinz Co. (The) 2.94%
- VICI Properties Inc. 2.87%
- Comcast Corp. 2.71%
- AT&T Inc. 2.68%
- Altria Group, Inc. 2.49%
- Crown Castle Inc. 2.45%
- Healthpeak Properties, Inc. 2.38%
Related comparisons
More comparisons with IWM
- IWM vs SPHQ · Invesco S&P 500 Quality ETF 0.0%
- IWM vs SPLV · Invesco S&P 500 Low Volatility ETF 0.0%
- IWM vs SPMO · Invesco S&P 500 Momentum ETF 0.0%
- IWM vs SPY · State Street SPDR S&P 500 ETF Trust 0.0%
- IWM vs SPYD · State Street SPDR Portfolio S&P 500 High Dividend ETF 0.0%
- IWM vs SPYG · State Street SPDR Portfolio S&P 500 Growth ETF 0.0%
More comparisons with SPHD
- SPHD vs SCHY · Schwab International Dividend Equity ETF 0.0%
- SPHD vs VIGI · Vanguard International Dividend Appreciation Index Fund ETF Shares 0.0%
- SPHD vs VYMI · Vanguard International High Dividend Yield Index Fund ETF Shares 0.0%
- SPHD vs SPYD · State Street SPDR Portfolio S&P 500 High Dividend ETF 52.7%
- SPHD vs FDL · First Trust Morningstar Dividend Leaders Index Fund 42.5%
- SPHD vs DVY · iShares Select Dividend ETF 36.3%
Percentages are holdings overlap with the named fund.
Open IWM or SPHD 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.