Screener
FDRS vs IWX
Corgi ETF Trust I vs iShares Russell Top 200 Value ETF
Key differences
- IWX costs 0.29% less per year.
- IWX is significantly larger than FDRS — larger funds tend to be more liquid and less likely to close.
- FDRS is classified as alternative, while IWX is equity — different risk/return profiles.
- FDRS follows a leveraged strategy; IWX uses index tracking.
- IWX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FDRS | IWX | |
|---|---|---|
| Annual cost (TER) | 0.49% | 0.20% |
| Fund size (AUM) | $77M | $3.4B |
| Since | 2025 | 2009 |
| Dividend yield | — | 1.53% |
| Asset class | alternative | equity |
| Region | north america | north america |
| Strategy | leveraged | index tracking |
| CAGR 1Y | N/A | +31.0% |
| CAGR 3Y | N/A | +19.0% |
| CAGR 5Y | N/A | +11.5% |
| Sharpe 3Y | N/A | 1.21 |
| Volatility 1Y | — | 10.13% |
| Max drawdown | -21.64% | -35.76% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to FDRS and IWX
Explore further