Screener
ISCB vs IWD
iShares Morningstar Small-Cap ETF vs iShares Russell 1000 Value ETF
Key differences
Both ISCB and IWD are equity ETFs. ISCB charges 0.04% a year and IWD 0.18%. The main difference: ISCB costs 0.14% less per year.
- ISCB costs 0.14% less per year.
- IWD is much larger than ISCB. Larger funds are usually more liquid and less likely to close.
- Over the last three years, IWD has delivered higher annualized returns.
Side-by-side comparison
| ISCB | IWD | |
|---|---|---|
| Annual cost (TER) | 0.04% | 0.18% |
| Fund size (AUM) | $275M | $75.6B |
| Since | 2004 | 2000 |
| Dividend yield | 1.27% | 1.50% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +28.0% | +27.1% |
| CAGR 3Y | +17.5% | +19.0% |
| CAGR 5Y | +5.6% | +10.1% |
| Sharpe 3Y | 0.74 | 1.13 |
| Volatility 1Y | 16.63% | 10.96% |
| Max drawdown | -44.18% | -38.51% |
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