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FDRS vs IWN

Corgi ETF Trust I vs iShares Russell 2000 Value ETF

FDRS

Corgi ETF Trust I

Corgi Funds

Annual cost

0.49%

Fund size

$77M

IWN

iShares Russell 2000 Value ETF

iShares

Annual cost

0.24%

Fund size

$13.4B

Key differences

  • IWN costs 0.25% less per year.
  • IWN is significantly larger than FDRS — larger funds tend to be more liquid and less likely to close.
  • FDRS is classified as alternative, while IWN is equity — different risk/return profiles.
  • FDRS follows a leveraged strategy; IWN uses index tracking.
  • IWN has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FDRSIWN
Annual cost (TER)0.49%0.24%
Fund size (AUM)$77M$13.4B
Since20252000
Dividend yield1.49%
Asset classalternativeequity
Regionnorth americanorth america
Strategyleveragedindex tracking
CAGR 1YN/A+46.8%
CAGR 3YN/A+19.5%
CAGR 5YN/A+7.8%
Sharpe 3YN/A0.80
Volatility 1Y17.92%
Max drawdown-21.64%-46.08%

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

Similar to FDRS and IWN