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ISCB vs IWM

iShares Morningstar Small-Cap ETF vs iShares Russell 2000 ETF

ISCB

iShares Morningstar Small-Cap ETF

Annual cost

0.04%

Fund size

$275M

IWM

iShares Russell 2000 ETF

Annual cost

0.19%

Fund size

$80.9B

Key differences

Both ISCB and IWM are equity ETFs. ISCB charges 0.04% a year and IWM 0.19%. The main difference: ISCB costs 0.15% less per year.

  • ISCB costs 0.15% less per year.
  • IWM is much larger than ISCB. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, IWM has delivered higher annualized returns.

Side-by-side comparison

ISCBIWM
Annual cost (TER)0.04%0.19%
Fund size (AUM)$275M$80.9B
Since20042000
Dividend yield1.27%0.87%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+28.0%+36.6%
CAGR 3Y+17.5%+18.9%
CAGR 5Y+5.6%+5.8%
Sharpe 3Y0.740.75
Volatility 1Y16.63%19.54%
Max drawdown-44.18%-41.13%

Similar to ISCB and IWM