Screener
FMCE vs IWD
FM Compounders Equity ETF vs iShares Russell 1000 Value ETF
Key differences
Both FMCE and IWD are equity ETFs. FMCE charges 0.72% a year and IWD 0.18%. The main difference: FMCE follows a active selection strategy; IWD uses index tracking.
- FMCE follows a active selection strategy; IWD uses index tracking.
- IWD costs 0.54% less per year.
- IWD is much larger than FMCE. Larger funds are usually more liquid and less likely to close.
- IWD has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FMCE | IWD | |
|---|---|---|
| Annual cost (TER) | 0.72% | 0.18% |
| Fund size (AUM) | $68M | $75.6B |
| Since | 2024 | 2000 |
| Dividend yield | 0.77% | 1.50% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +10.6% | +28.8% |
| CAGR 3Y | N/A | +18.4% |
| CAGR 5Y | N/A | +10.5% |
| Sharpe 3Y | N/A | 1.09 |
| Volatility 1Y | 12.61% | 11.18% |
| Max drawdown | -11.69% | -38.51% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.