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IEDI vs IWN
iShares U.S. Consumer Focused ETF vs iShares Russell 2000 Value ETF
Key differences
Both IEDI and IWN are equity ETFs. IEDI charges 0.18% a year and IWN 0.24%. The main difference: IEDI follows a active selection strategy; IWN uses index tracking.
- IEDI follows a active selection strategy; IWN uses index tracking.
- IEDI costs 0.06% less per year.
- IWN is much larger than IEDI. Larger funds are usually more liquid and less likely to close.
- Over the last three years, IWN has delivered higher annualized returns.
- IWN has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| IEDI | IWN | |
|---|---|---|
| Annual cost (TER) | 0.18% | 0.24% |
| Fund size (AUM) | $27M | $14.0B |
| Since | 2018 | 2000 |
| Dividend yield | 0.97% | 1.45% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +0.6% | +39.9% |
| CAGR 3Y | +14.2% | +19.1% |
| CAGR 5Y | +6.0% | +6.6% |
| Sharpe 3Y | 0.72 | 0.78 |
| Volatility 1Y | 13.44% | 17.99% |
| Max drawdown | -30.60% | -46.08% |
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