Screener
FSCS vs IWS
First Trust SMID Capital Strength ETF vs iShares Russell Mid-Cap Value ETF
Key differences
Both FSCS and IWS are equity ETFs. FSCS charges 0.60% a year and IWS 0.23%. The main difference: IWS costs 0.37% less per year.
- IWS costs 0.37% less per year.
- IWS is much larger than FSCS. Larger funds are usually more liquid and less likely to close.
- Over the last three years, IWS has delivered higher annualized returns.
- IWS has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FSCS | IWS | |
|---|---|---|
| Annual cost (TER) | 0.60% | 0.23% |
| Fund size (AUM) | $56M | $15.3B |
| Since | 2017 | 2001 |
| Dividend yield | 0.91% | 1.35% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +2.3% | +27.7% |
| CAGR 3Y | +9.9% | +17.1% |
| CAGR 5Y | +5.6% | +8.7% |
| Sharpe 3Y | 0.45 | 0.87 |
| Volatility 1Y | 12.82% | 13.53% |
| Max drawdown | -43.57% | -43.83% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.