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BSMC vs IWD
Brandes U.S. Small-Mid Cap Value ETF vs iShares Russell 1000 Value ETF
Key differences
- IWD costs 0.53% less per year.
- IWD is significantly larger than BSMC — larger funds tend to be more liquid and less likely to close.
- BSMC follows a active selection strategy; IWD uses index tracking.
- IWD has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| BSMC | IWD | |
|---|---|---|
| Annual cost (TER) | 0.71% | 0.18% |
| Fund size (AUM) | $164M | $74.3B |
| Since | 2023 | 2000 |
| Dividend yield | 0.94% | 1.55% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +26.1% | +28.5% |
| CAGR 3Y | N/A | +18.3% |
| CAGR 5Y | N/A | +10.1% |
| Sharpe 3Y | N/A | 1.09 |
| Volatility 1Y | 14.75% | 10.88% |
| Max drawdown | -19.14% | -38.51% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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