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IWXvsDVVYETF Comparison

ETF 1

IWX

iShares Russell Top 200 Value ETF

This fund is part of

US Large Cap Value

+0.12%

Full IWX fund page

VS

ETF 2

DVVY

Invesco Diversified Dividend Opportunities ETF

This fund is part of

US High Dividend

+0.02%

Full DVVY fund page

iShares Russell Top 200 Value ETF (IWX) belongs to the US Large Cap Value segment. Invesco Diversified Dividend Opportunities ETF (DVVY) is part of the US High Dividend segment. IWX's top 3 sector exposures are Financials, Health Care and Information Technology. In contrast, DVVY's top sector exposures are Financials, Health Care and Industrials. IWX is less expensive with a Total Expense Ratio (TER) of 0.2%, versus 0.33% for DVVY. Run a side-by-side ETF comparison of IWX and DVVY 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 DVVY performance and flow charts

Performance

Cumulative Flows

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Daily, global ETF data for advanced analysis or integration into apps (API), from our partner Trackinsight.

Data Services

Historic performance and flows

Data as of 04/29/2026

		1M	3M	YTD	1Y	3Y	5Y
Perf.	IWX DVVY	+8.50%+6.54%	+2.91%n/a	+7.78%n/a	+26.62%n/a	+56.97%n/a	+64.12%n/a
Flows	IWX DVVY	-$291M-	-$534M-	-$468M-	+$141M-	+$647M-	+$1.14B-

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	IWX DVVY	+11.83%n/a	+10.30%n/a	+12.15%n/a	+13.90%n/a
Max drawdown	IWX DVVY	-6.62%n/a	-6.62%n/a	-13.33%n/a	-18.26%n/a
Max drawdown duration	IWX DVVY	67dn/a	67dn/a	128dn/a	555dn/a

Trading data

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	IWX	DVVY
Last sale 4/30/2026 at 2:32 PM	$99.75
Previous close 04/29/2026	$98.63
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 March 31, 2026

1-year trailing difference

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DVVY

is actively managed and doesn’t replicate an index

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	IWX	DVVY
Tracking error
Tracking difference
1 year cumulative return difference
Best
Worst
Daily return difference
Average
Worst

Main metrics

Last update 4/30/2026 at 2:32 PM

Live

Closed

	IWX	DVVY
Last price	$99.75	–
1D performance	+1.14%	–
AuM	$3.33 B	$2.58 M
E/R	0.2%	0.33%

Characteristics

	IWX	DVVY
Management strategy	Passive	Active
Provider	iShares	Invesco
Benchmark	Russell Top 200 Value Index	-
N° of holdings	149	58
Asset class	Equities	-
Trailing 12m distribution yield	Join	Join
Inception date	September 22, 2009	March 18, 2026
ESG	No	No

More IWX data on Trackinsight

More DVVY data on Trackinsight

Exposure

Countries

IWX

USA

95.21%

Other

4.79%

DVVY

USA

90.3%

Ireland

8.46%

Other

1.24%

Sectors

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%

DVVY

Financials

18.16%

Health Care

14.69%

Industrials

13.43%

Information Techn.

8.88%

Energy

8.85%

Consumer Staples

8.64%

Other

27.35%

Diversification

IWX

Total weight of top 15 holdings out of 15

35.95%

DVVY

Total weight of top 15 holdings out of 15

37.53%

Top 15 holdings

Data as of March 31, 2026

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%

DVVY

JPMORGAN CHASE

4.40%

CHEVRON TEXACO

2.99%

BK OF AMERICA CO

2.84%

ALPHABET INC-CL

2.83%

MERCK & CO INC

2.57%

IE000S9YS762

2.45%

ENTERGY

2.30%

CITIGROUP

2.28%

LOWE'S COS INC

2.26%

PHILLIP MORRIS

2.22%

CISCO-T

2.20%

CVS HEALTH CORP

2.18%

CONOCOPHILLIPS

2.05%

EATON CORP PLC

1.99%

AT&T

1.95%

Frequently asked questions about IWX and DVVY

Which ETF is bigger: IWX or DVVY?

As of April 29, 2026, IWX holds $3.33 B in assets under management (AUM), while DVVY manages $2.58 M.

What sectors do the IWX and DVVY ETFs invest in?

IWX leans toward sectors like Financials, Health Care and Information Technology. Meanwhile, DVVY focuses on Financials, Health Care and Industrials.

What are the top holdings of the IWX ETF and DVVY ETF?

IWX top holdings include BERKSHIRE HATHWAY, JPMORGAN CHASE and EXXON. DVVY holds in its top three: JPMORGAN CHASE, CHEVRON TEXACO and BK OF AMERICA CO.

IWXvsDVVYETF Comparison

iShares Russell Top 200 Value ETF

Invesco Diversified Dividend Opportunities ETF

IWX vs DVVY performance and flow charts

Performance

Cumulative Flows

Get all the metrics on this page, and more, through a reliable ETF data feed

Countries

Sectors

Diversification

Top 15 holdings

Which ETF is bigger: IWX or DVVY?

As of April 29, 2026, IWX holds $3.33 B in assets under management (AUM), while DVVY manages $2.58 M.

What sectors do the IWX and DVVY ETFs invest in?

IWX leans toward sectors like Financials, Health Care and Information Technology. Meanwhile, DVVY focuses on Financials, Health Care and Industrials.

What are the top holdings of the IWX ETF and DVVY ETF?

IWX top holdings include BERKSHIRE HATHWAY, JPMORGAN CHASE and EXXON. DVVY holds in its top three: JPMORGAN CHASE, CHEVRON TEXACO and BK OF AMERICA CO.

Which ETF is more diversified: IWX or DVVY?

IWX holds 155 securities with 35.95% of its assets in the top 15. DVVY has 60 securities and a top 15 weight of 37.53%.

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