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ETFT vs IWM

Fundsmith Equity ETF vs iShares Russell 2000 ETF

ETFT

Fundsmith Equity ETF

Annual cost

Fund size

IWM

iShares Russell 2000 ETF

iShares

Annual cost

0.19%

Fund size

$76.9B

Key differences

  • ETFT is classified as alternative, while IWM is equity — different risk/return profiles.
  • ETFT follows a long short strategy; IWM uses index tracking.

Side-by-side comparison

ETFTIWM
Annual cost (TER)0.19%
Fund size (AUM)$76.9B
Since2000
Dividend yield0.91%
Asset classalternativeequity
Regionnorth americanorth america
Strategylong shortindex tracking
CAGR 1YN/A+41.8%
CAGR 3YN/A+18.8%
CAGR 5YN/A+6.5%
Sharpe 3YN/A0.75
Volatility 1Y19.22%
Max drawdown-14.76%-41.13%

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

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