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FDRS vs IWD

Corgi ETF Trust I vs iShares Russell 1000 Value ETF

FDRS

Corgi ETF Trust I

Corgi Funds

Annual cost

0.49%

Fund size

$77M

IWD

iShares Russell 1000 Value ETF

iShares

Annual cost

0.18%

Fund size

$74.3B

Key differences

  • IWD costs 0.31% less per year.
  • IWD is significantly larger than FDRS — larger funds tend to be more liquid and less likely to close.
  • FDRS is classified as alternative, while IWD is equity — different risk/return profiles.
  • FDRS follows a leveraged strategy; IWD uses index tracking.
  • IWD has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FDRSIWD
Annual cost (TER)0.49%0.18%
Fund size (AUM)$77M$74.3B
Since20252000
Dividend yield1.55%
Asset classalternativeequity
Regionnorth americanorth america
Strategyleveragedindex tracking
CAGR 1YN/A+30.0%
CAGR 3YN/A+18.4%
CAGR 5YN/A+10.6%
Sharpe 3YN/A1.09
Volatility 1Y10.90%
Max drawdown-21.64%-38.51%

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

Similar to FDRS and IWD