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ESUM vs IWN

Strategy Shares - Eventide US Market ETF vs iShares Russell 2000 Value ETF

ESUM

Strategy Shares - Eventide US Market ETF

Annual cost

Fund size

IWN

iShares Russell 2000 Value ETF

iShares

Annual cost

0.24%

Fund size

$13.4B

Side-by-side comparison

ESUMIWN
Annual cost (TER)0.24%
Fund size (AUM)$13.4B
Since2000
Dividend yield1.49%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+19.2%+43.7%
CAGR 3YN/A+18.7%
CAGR 5YN/A+6.9%
Sharpe 3YN/A0.77
Volatility 1Y13.11%17.87%
Max drawdown-17.70%-46.08%

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

Similar to ESUM and IWN