DJDvsIWXETF Comparison
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Invesco Dow Jones Industrial Average Dividend ETF (DJD) belongs to the US High Dividend segment. iShares Russell Top 200 Value ETF (IWX) is part of the US Large Cap Value segment. DJD's top 3 sector exposures are Health Care, Information Technology and Communication Services. In contrast, IWX's top sector exposures are Financials, Health Care and Information Technology. DJD is less expensive with a Total Expense Ratio (TER) of 0.07%, versus 0.2% for IWX. DJD is up 7.19% year-to-date (YTD) with +$44M in YTD flows. IWX performs better with 9.83% YTD performance, and -$468M in YTD flows. Run a side-by-side ETF comparison of DJD and IWX below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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DJD vs IWX performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 04/30/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | DJD IWX | +3.15%+10.57% | +2.49%+4.92% | +7.19%+9.83% | +23.64%+28.68% | +53.79%+59.96% | +63.51%+68.46% |
| Flows | DJD IWX | -$1M-$291M | +$32M-$534M | +$44M-$468M | +$55M+$137M | +$63M+$647M | +$190M+$1.14B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | DJD IWX | +11.37%+12.42% | +10.69%+10.46% | +12.12%+12.19% | +13.39%+13.92% |
| Max drawdown | DJD IWX | -5.82%-6.62% | -5.82%-6.62% | -12.47%-13.33% | -19.95%-18.26% |
| Max drawdown duration | DJD IWX | 60d67d | 60d67d | 120d128d | 601d555d |
Trading data
DJD | IWX | |
Last sale 5/1/2026 at 1:30 PM | $60.61 | $100.33 |
| Previous close 04/29/2026 | $60.79 | $100.47 |
| Consolidated volume 04/29/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of April 30, 2026
1-year trailing difference
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DJD | IWX | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 5/1/2026 at 1:30 PM
Live
Closed
DJD | IWX | |
|---|---|---|
| Last price | $60.61 | $100.33 |
| 1D performance | -0.30% | -0.14% |
| AuM | $454.31 M | $3.40 B |
| E/R | 0.07% | 0.2% |
Characteristics
DJD | IWX | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | Invesco | iShares |
| Benchmark | Dow Jones Industrial Average Yield Weighted Index | Russell Top 200 Value Index |
| N° of holdings | 28 | 149 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | December 16, 2015 | September 22, 2009 |
| ESG | No | No |
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Exposure
Countries
DJD
USA
100%
Other
-0%
IWX
USA
95.21%
Other
4.79%
Sectors
DJD
Health Care
19.01%
Information Techn.
14.53%
Communication Ser.
13.07%
Consumer Discreti.
12.75%
Financials
12.08%
Consumer Staples
10.72%
Other
17.84%
IWX
Financials
21.21%
Health Care
13.58%
Information Techn.
11.69%
Industrials
11.55%
Communication Ser.
10.15%
Consumer Staples
8.24%
Other
23.59%
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Diversification
DJD
Total weight of top 15 holdings out of 15
76.3%
IWX
Total weight of top 15 holdings out of 15
35.95%
Top 15 holdings
Data as of March 31, 2026
DJD
VERIZON COMMUNICATIONS
10.61%
CHEVRON TEXACO
7.95%
MERCK & CO INC
5.36%
UNITEDHEALTH GRP
5.19%
INTL BUSINESS MACHINES CORP
5.03%
COCA-COLA
4.80%
NIKE INC -CL
4.61%
AMGEN-T
4.54%
PROCTERGAMBLE
4.46%
HOME DEPOT
4.25%
CISCO-T
4.10%
JOHNSON&JOHNSON
3.92%
MCDONALD'S
3.89%
THE GOLDMAN SACHS GROUP
3.87%
JPMORGAN CHASE
3.72%
IWX
BERKSHIRE HATHWAY
4.30%
JPMORGAN CHASE
3.89%
EXXON
3.49%
ALPHABET INC-CL
2.88%
JOHNSON&JOHNSON
2.86%
AMAZON.COM INC
2.67%
WALMART INC
2.37%
ALPHABET INC-CL
2.34%
CHEVRON TEXACO
1.88%
MICRON TECHNOLOGY
1.84%
PROCTERGAMBLE
1.65%
CISCO-T
1.50%
MERCK & CO INC
1.45%
BK OF AMERICA CO
1.43%
CATERPILLAR
1.40%
Frequently asked questions about DJD and IWX
How have the DJD and IWX ETFs performed in 2026?
As of April 30, 2026, DJD is up 7.19% year-to-date (YTD), while IWX has returned 9.83%. That puts IWX better performer ahead so far this year.
Which ETF is attracting more investor money: DJD or IWX?
Year-to-date, the DJD ETF saw +$44M in flows, compared to -$468M for IWX.
Which ETF is more volatile: DJD or IWX?
Over the past year, DJD had a volatility of 10.69%, while IWX experienced 10.46%.
Which ETF is bigger: DJD or IWX?
As of April 30, 2026, DJD holds $454.31 M in assets under management (AUM), while IWX manages $3.40 B.
What sectors do the DJD and IWX ETFs invest in?
DJD leans toward sectors like Health Care, Information Technology and Communication Services. Meanwhile, IWX focuses on Financials, Health Care and Information Technology.
What are the top holdings of the DJD ETF and IWX ETF?
DJD top holdings include VERIZON COMMUNICATIONS, CHEVRON TEXACO and MERCK & CO INC. IWX holds in its top three: BERKSHIRE HATHWAY, JPMORGAN CHASE and EXXON.
Which ETF is more diversified: DJD or IWX?
DJD holds 28 securities with 76.3% of its assets in the top 15. IWX has 155 securities and a top 15 weight of 35.95%.
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