Screener
EQAL vs IWV
Invesco Russell 1000 Equal Weight ETF vs iShares Russell 3000 ETF
Key differences
Both EQAL and IWV are equity ETFs. EQAL charges 0.20% a year and IWV 0.20%. The main difference: EQAL follows a index enhanced strategy; IWV uses index tracking.
- EQAL follows a index enhanced strategy; IWV uses index tracking.
- IWV is much larger than EQAL. Larger funds are usually more liquid and less likely to close.
- Over the last three years, IWV has delivered higher annualized returns.
- IWV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| EQAL | IWV | |
|---|---|---|
| Annual cost (TER) | 0.20% | 0.20% |
| Fund size (AUM) | $806M | $19.8B |
| Since | 2014 | 2000 |
| Dividend yield | 1.64% | 0.85% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index enhanced | index tracking |
| CAGR 1Y | +24.5% | +24.5% |
| CAGR 3Y | +15.2% | +21.2% |
| CAGR 5Y | +7.0% | +12.2% |
| Sharpe 3Y | 0.78 | 1.11 |
| Volatility 1Y | 12.49% | 12.57% |
| Max drawdown | -40.44% | -35.22% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.