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GVUS vs IWX

Goldman Sachs MarketBeta Russell 1000 Value Equity ETF vs iShares Russell Top 200 Value ETF

GVUS

Goldman Sachs MarketBeta Russell 1000 Value Equity ETF

Goldman Sachs

Annual cost

0.12%

Fund size

$399M

IWX

iShares Russell Top 200 Value ETF

iShares

Annual cost

0.20%

Fund size

$3.4B

Key differences

  • GVUS costs 0.08% less per year.
  • IWX is significantly larger than GVUS — larger funds tend to be more liquid and less likely to close.
  • IWX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

GVUSIWX
Annual cost (TER)0.12%0.20%
Fund size (AUM)$399M$3.4B
Since20232009
Dividend yield1.64%1.53%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+28.4%+29.4%
CAGR 3YN/A+18.9%
CAGR 5YN/A+11.1%
Sharpe 3YN/A1.20
Volatility 1Y10.95%10.11%
Max drawdown-15.82%-35.76%

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

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