IYY vs STXD: holdings overlap, shared companies and scores
As of October 9, 2026, IYY and STXD overlap 26.3% by weight. iShares Dow Jones U.S. ETF (IYY): U.S. large- and mid-cap stocks. Strive 1000 Dividend Growth ETF (STXD): U.S. dividend growth stocks.
Updated October 9, 2026
Where IYY and STXD trade against their own history
IYY trades at 24.5 times earnings, against its own median of 22.4, and is more expensive than 63% of its own last 9 years.
STXD trades at 26.9 times earnings, against its own median of 27.4, and is cheaper than 60% of its own last 4 years.
What moved IYY and STXD this week
IYY rose 1.1% in the week to October 9, 2026. The holdings that moved it most were Microsoft (+3.4%), Amazon.com (+4.3%) and Alphabet (+2.4%); Nvidia (−2.0%) pushed the other way.
STXD rose 1.1% in the week to October 9, 2026. The holdings that moved it most were Visa (+6.9%), Microsoft (+3.4%) and Mastercard (+6.7%); Lam Research (−8.2%) pushed the other way.
What do IYY and STXD each hold?
What's inside IYY: Tech 45%, Magnificent 7 33%.
37% of IYY is its ten largest holdings.
What's inside STXD: Tech 29%, Semiconductors 16%.
40% of STXD is its ten largest holdings.
How much do IYY and STXD overlap? 26.3% by weight
As of October 9, 2026, IYY and STXD overlap 26.3% by weight.
26% of IYY is already inside STXD.
100% of STXD is already inside IYY.
IYY holds 941 companies and STXD holds 180; 175 are in both.
Computed by ETF Copilot from both funds' holdings rather than quoted from a data provider, and rebuilt nightly.
How does ETF Copilot score IYY and STXD? 6.7 and 6.1 out of 10
As of October 9, 2026, ETF Copilot scores IYY 6.7 out of 10 and STXD 6.1 out of 10.
They differ most on Return: IYY 7.8 and STXD 2.7.
The five factor scores behind them are set out below, 0–10 and higher is better, ranked against every US equity ETF we track.
| Factor | IYY | STXD |
|---|---|---|
| Growth | 7.5 | 5.7 |
| Value | 2.9 | 5.8 |
| Risk | 6.4 | 9.3 |
| Quality | 8.1 | 9.1 |
| Return | 7.8 | 2.7 |
IYY is the cheaper of the two at 0.20% a year
As of October 9, 2026, IYY charges 0.20% a year, yields 0.85% and holds $3.1B in assets across 941 positions.
As of October 9, 2026, STXD charges 0.35% a year, yields 1.08% and holds $67M in assets across 180 positions.
| Measure | IYY | STXD |
|---|---|---|
| Expense ratio | 0.20% | 0.35% |
| Dividend yield | 0.85% | 1.08% |
| Assets under management | $3.1B | $67M |
| Holdings | 941 | 180 |
Expense ratio, dividend yield and assets under management are reported by the fund and refreshed daily. Every other figure on this page is computed by ETF Copilot.
Cite this
ETF Copilot, “IYY vs STXD holdings overlap and scores”, as of October 9, 2026.
https://etf-copilot.com/compare/iyy-vs-stxd
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