Screener
FSCS vs IWV
First Trust SMID Capital Strength ETF vs iShares Russell 3000 ETF
Key differences
Both FSCS and IWV are equity ETFs. FSCS charges 0.60% a year and IWV 0.20%. The main difference: IWV costs 0.40% less per year.
- IWV costs 0.40% less per year.
- IWV is much larger than FSCS. Larger funds are usually more liquid and less likely to close.
- Over the last three years, IWV has delivered higher annualized returns.
- IWV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FSCS | IWV | |
|---|---|---|
| Annual cost (TER) | 0.60% | 0.20% |
| Fund size (AUM) | $56M | $19.8B |
| Since | 2017 | 2000 |
| Dividend yield | 0.91% | 0.85% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +2.3% | +24.5% |
| CAGR 3Y | +9.9% | +21.2% |
| CAGR 5Y | +5.6% | +12.2% |
| Sharpe 3Y | 0.45 | 1.11 |
| Volatility 1Y | 12.82% | 12.57% |
| Max drawdown | -43.57% | -35.22% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.