IWXvsDJDETF Comparison
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iShares Russell Top 200 Value ETF (IWX) belongs to the US Large Cap Value segment. Invesco Dow Jones Industrial Average Dividend ETF (DJD) is part of the US High Dividend segment. IWX's top 3 sector exposures are Financials, Information Technology and Health Care. In contrast, DJD's top sector exposures are Health Care, Information Technology and Financials. IWX is more expensive with a Total Expense Ratio (TER) of 0.2%, versus 0.07% for DJD. IWX is up 15.22% year-to-date (YTD) with -$483M in YTD flows. DJD performs worse with 12.45% YTD performance, and +$31M in YTD flows. Run a side-by-side ETF comparison of IWX and DJD 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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IWX vs DJD performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 06/12/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | IWX DJD | +3.28%+5.35% | +13.27%+6.02% | +15.22%+12.45% | +28.96%+24.62% | +68.17%+64.07% | +72.99%+66.51% |
| Flows | IWX DJD | -$5M-$11M | -$306M-$3M | -$483M+$31M | +$53M+$39M | +$606M+$58M | +$1.14B+$169M |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | IWX DJD | +12.90%+10.72% | +10.57%+10.31% | +12.24%+12.01% | +13.98%+13.38% |
| Max drawdown | IWX DJD | -3.60%-2.81% | -6.62%-5.82% | -13.33%-12.47% | -18.26%-19.95% |
| Max drawdown duration | IWX DJD | 21d31d | 67d81d | 128d120d | 555d601d |
Trading data
IWX | DJD | |
Last sale 6/15/2026 at 1:30 PM | $106.16 | $63.75 |
| Previous close 06/12/2026 | $105.38 | $63.82 |
| Consolidated volume 06/12/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of May 29, 2026
1-year trailing difference
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IWX | DJD | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 6/15/2026 at 1:30 PM
Live
Closed
IWX | DJD | |
|---|---|---|
| Last price | $106.16 | $63.75 |
| 1D performance | +0.74% | -0.11% |
| AuM | $3.55 B | $463.20 M |
| E/R | 0.2% | 0.07% |
Characteristics
IWX | DJD | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | iShares | Invesco |
| Benchmark | Russell Top 200 Value Index | Dow Jones Industrial Average Yield Weighted Index |
| N° of holdings | 149 | 28 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | September 22, 2009 | December 16, 2015 |
| ESG | No | No |
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Exposure
Countries
IWX
USA
95.38%
Other
4.62%
DJD
USA
100%
Sectors
IWX
Financials
20.48%
Information Techn.
14.37%
Health Care
12.49%
Industrials
11.31%
Communication Ser.
10.92%
Consumer Staples
7.91%
Other
22.53%
DJD
Health Care
19.81%
Information Techn.
14.97%
Financials
13.23%
Communication Ser.
12.45%
Consumer Discreti.
11.93%
Consumer Staples
10.76%
Other
16.86%
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Diversification
IWX
Total weight of top 15 holdings out of 15
37.47%
DJD
Total weight of top 15 holdings out of 15
75.33%
Top 15 holdings
Data as of April 30, 2026
IWX
BERKSHIRE HATHWAY
3.92%
JPMORGAN CHASE
3.82%
ALPHABET INC-CL
3.56%
AMAZON.COM INC
3.14%
EXXON
2.93%
ALPHABET INC-CL
2.88%
MICRON TECHNOLOGY
2.59%
JOHNSON&JOHNSON
2.48%
WALMART INC
2.32%
INTEL-T
1.87%
CISCO-T
1.64%
CHEVRON TEXACO
1.63%
CATERPILLAR
1.62%
PROCTERGAMBLE
1.55%
UNITEDHEALTH GRP
1.51%
DJD
VERIZON COMMUNICATIONS
9.77%
UNITEDHEALTH GRP
6.98%
CHEVRON TEXACO
6.84%
MERCK & CO INC
4.85%
INTL BUSINESS MACHINES CORP
4.78%
COCA-COLA
4.71%
PROCTERGAMBLE
4.56%
CISCO-T
4.45%
THE GOLDMAN SACHS GROUP
4.44%
AMGEN-T
4.36%
HOME DEPOT
4.32%
JPMORGAN CHASE
4.04%
NIKE INC -CL
3.98%
MCDONALD'S
3.63%
JOHNSON&JOHNSON
3.62%
Frequently asked questions about IWX and DJD
How have the IWX and DJD ETFs performed in 2026?
As of June 12, 2026, IWX is up 15.22% year-to-date (YTD), while DJD has returned 12.45%. That puts IWX better performer ahead so far this year.
Which ETF is attracting more investor money: IWX or DJD?
Year-to-date, the IWX ETF saw -$483M in flows, compared to +$31M for DJD.
Which ETF is more volatile: IWX or DJD?
Over the past year, IWX had a volatility of 10.57%, while DJD experienced 10.31%.
Which ETF is bigger: IWX or DJD?
As of June 12, 2026, IWX holds $3.55 B in assets under management (AUM), while DJD manages $463.20 M.
What sectors do the IWX and DJD ETFs invest in?
IWX leans toward sectors like Financials, Information Technology and Health Care. Meanwhile, DJD focuses on Health Care, Information Technology and Financials.
What are the top holdings of the IWX ETF and DJD ETF?
IWX top holdings include BERKSHIRE HATHWAY, JPMORGAN CHASE and ALPHABET INC-CL. DJD holds in its top three: VERIZON COMMUNICATIONS, UNITEDHEALTH GRP and CHEVRON TEXACO.
Which ETF is more diversified: IWX or DJD?
IWX holds 155 securities with 37.47% of its assets in the top 15. DJD has 28 securities and a top 15 weight of 75.33%.
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