Screener
EQAL vs IWN
Invesco Russell 1000 Equal Weight ETF vs iShares Russell 2000 Value ETF
Key differences
Both EQAL and IWN are equity ETFs. EQAL charges 0.20% a year and IWN 0.24%. The main difference: EQAL follows a index enhanced strategy; IWN uses index tracking.
- EQAL follows a index enhanced strategy; IWN uses index tracking.
- IWN is much larger than EQAL. Larger funds are usually more liquid and less likely to close.
- Over the last three years, IWN has delivered higher annualized returns.
- IWN has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| EQAL | IWN | |
|---|---|---|
| Annual cost (TER) | 0.20% | 0.24% |
| Fund size (AUM) | $806M | $14.0B |
| Since | 2014 | 2000 |
| Dividend yield | 1.64% | 1.45% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index enhanced | index tracking |
| CAGR 1Y | +24.5% | +41.9% |
| CAGR 3Y | +15.2% | +17.3% |
| CAGR 5Y | +7.0% | +6.9% |
| Sharpe 3Y | 0.78 | 0.71 |
| Volatility 1Y | 12.49% | 18.09% |
| Max drawdown | -40.44% | -46.08% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.