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BUSA vs IWS
Brandes U.S. Value ETF vs iShares Russell Mid-Cap Value ETF
Key differences
- IWS costs 0.37% less per year.
- IWS is significantly larger than BUSA — larger funds tend to be more liquid and less likely to close.
- BUSA follows a active selection strategy; IWS uses index tracking.
- IWS has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| BUSA | IWS | |
|---|---|---|
| Annual cost (TER) | 0.60% | 0.23% |
| Fund size (AUM) | $292M | $14.9B |
| Since | 2023 | 2001 |
| Dividend yield | 1.48% | 1.38% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +23.9% | +26.4% |
| CAGR 3Y | N/A | +17.1% |
| CAGR 5Y | N/A | +8.2% |
| Sharpe 3Y | N/A | 0.87 |
| Volatility 1Y | 11.96% | 13.31% |
| Max drawdown | -14.19% | -43.83% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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