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ESUM vs IWD

Strategy Shares - Eventide US Market ETF vs iShares Russell 1000 Value ETF

ESUM

Strategy Shares - Eventide US Market ETF

Annual cost

Fund size

IWD

iShares Russell 1000 Value ETF

iShares

Annual cost

0.18%

Fund size

$74.3B

Side-by-side comparison

ESUMIWD
Annual cost (TER)0.18%
Fund size (AUM)$74.3B
Since2000
Dividend yield1.55%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+19.2%+28.5%
CAGR 3YN/A+18.3%
CAGR 5YN/A+10.1%
Sharpe 3YN/A1.09
Volatility 1Y13.11%10.88%
Max drawdown-17.70%-38.51%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to ESUM and IWD