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ETFT vs IWS

Fundsmith Equity ETF vs iShares Russell Mid-Cap Value ETF

ETFT

Fundsmith Equity ETF

Annual cost

Fund size

IWS

iShares Russell Mid-Cap Value ETF

iShares

Annual cost

0.23%

Fund size

$14.9B

Key differences

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

Side-by-side comparison

ETFTIWS
Annual cost (TER)0.23%
Fund size (AUM)$14.9B
Since2001
Dividend yield1.38%
Asset classalternativeequity
Regionnorth americanorth america
Strategylong shortindex tracking
CAGR 1YN/A+26.4%
CAGR 3YN/A+17.1%
CAGR 5YN/A+8.2%
Sharpe 3YN/A0.87
Volatility 1Y13.31%
Max drawdown-14.76%-43.83%

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

Similar to ETFT and IWS