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IWXvsDJDETF Comparison
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, Health Care and Information Technology. In contrast, DJD's top sector exposures are Health Care, Information Technology and Consumer Staples. IWX is more expensive with a Total Expense Ratio (TER) of 0.2%, versus 0.07% for DJD. IWX is up 1.72% year-to-date (YTD) with -$177M in YTD flows. DJD performs better with 6.06% YTD performance, and +$34M 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.
IWX vs DJD performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | IWX DJD | -3.23%-2.39% | +1.89%+5.34% | +1.72%+6.06% | +18.60%+19.62% | +58.35%+60.98% | +62.20%+65.55% |
| Flows | IWX DJD | -$194M+$10M | +$288M+$57M | -$177M+$34M | +$16M+$55M | +$1.02B+$31M | +$1.42B+$212M |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | IWX DJD | +10.38%+10.50% | +14.75%+14.00% | +12.25%+12.17% | +13.84%+13.38% |
| Max drawdown | IWX DJD | -4.38%-3.66% | -11.20%-10.40% | -13.33%-12.47% | -18.26%-19.95% |
| Max drawdown duration | IWX DJD | 32d11d | 53d87d | 128d120d | 555d601d |
IWX | DJD | |
Last sale 3/13/2026 at 1:30 PM | $93.52 | $60.70 |
| Previous close 03/12/2026 | $93.41 | $60.59 |
| Consolidated volume 03/12/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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IWX | DJD | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
IWX | DJD | |
|---|---|---|
| Last price | $93.52 | $60.70 |
| 1D performance | +0.12% | +0.18% |
| AuM | $3.43 B | $443.40 M |
| E/R | 0.2% | 0.07% |
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 |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
Top 15 holdings
How have the IWX and DJD ETFs performed in 2026?
As of March 12, 2026, IWX is up 1.72% year-to-date (YTD), while DJD has returned 6.06%. That puts DJD better performer ahead so far this year.
Which ETF is attracting more investor money: IWX or DJD?
Year-to-date, the IWX ETF saw -$177M in flows, compared to +$34M for DJD.
Which ETF is more volatile: IWX or DJD?
Over the past year, IWX had a volatility of 14.75%, while DJD experienced 14%.
Which ETF is bigger: IWX or DJD?
As of March 12, 2026, IWX holds $3.43 B in assets under management (AUM), while DJD manages $443.40 M.
What sectors do the IWX and DJD ETFs invest in?
IWX leans toward sectors like Financials, Health Care and Information Technology. Meanwhile, DJD focuses on Health Care, Information Technology and Consumer Staples.
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, MERCK & CO INC and CHEVRON TEXACO.
Which ETF is more diversified: IWX or DJD?
IWX holds 155 securities with 35.47% of its assets in the top 15. DJD has 28 securities and a top 15 weight of 78.54%.
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