Screener
EVLU vs IWX
iShares MSCI Emerging Markets Value Factor ETF vs iShares Russell Top 200 Value ETF
Key differences
- IWX costs 0.15% less per year.
- IWX is significantly larger than EVLU — larger funds tend to be more liquid and less likely to close.
- IWX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| EVLU | IWX | |
|---|---|---|
| Annual cost (TER) | 0.35% | 0.20% |
| Fund size (AUM) | $13M | $3.4B |
| Since | 2024 | 2009 |
| Dividend yield | 4.54% | 1.53% |
| Asset class | equity | equity |
| Region | — | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +59.9% | +29.4% |
| CAGR 3Y | N/A | +18.9% |
| CAGR 5Y | N/A | +11.1% |
| Sharpe 3Y | N/A | 1.20 |
| Volatility 1Y | 18.33% | 10.11% |
| Max drawdown | -17.17% | -35.76% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to EVLU and IWX
Explore further