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ESUM vs IWX

Strategy Shares - Eventide US Market ETF vs iShares Russell Top 200 Value ETF

ESUM

Strategy Shares - Eventide US Market ETF

Annual cost

Fund size

IWX

iShares Russell Top 200 Value ETF

iShares

Annual cost

0.20%

Fund size

$3.4B

Side-by-side comparison

ESUMIWX
Annual cost (TER)0.20%
Fund size (AUM)$3.4B
Since2009
Dividend yield1.53%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+19.2%+29.4%
CAGR 3YN/A+18.9%
CAGR 5YN/A+11.1%
Sharpe 3YN/A1.20
Volatility 1Y13.11%10.11%
Max drawdown-17.70%-35.76%

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

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