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ESUM vs IWS

Strategy Shares - Eventide US Market ETF vs iShares Russell Mid-Cap Value ETF

ESUM

Strategy Shares - Eventide US Market ETF

Annual cost

Fund size

IWS

iShares Russell Mid-Cap Value ETF

iShares

Annual cost

0.23%

Fund size

$14.9B

Side-by-side comparison

ESUMIWS
Annual cost (TER)0.23%
Fund size (AUM)$14.9B
Since2001
Dividend yield1.38%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+19.2%+26.4%
CAGR 3YN/A+17.1%
CAGR 5YN/A+8.2%
Sharpe 3YN/A0.87
Volatility 1Y13.11%13.31%
Max drawdown-17.70%-43.83%

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

Similar to ESUM and IWS