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ISCV vs IWN

iShares Morningstar Small-Cap Value ETF vs iShares Russell 2000 Value ETF

ISCV

iShares Morningstar Small-Cap Value ETF

iShares

Annual cost

0.06%

Fund size

$651M

IWN

iShares Russell 2000 Value ETF

iShares

Annual cost

0.24%

Fund size

$13.4B

Key differences

  • ISCV costs 0.18% less per year.
  • IWN is significantly larger than ISCV — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, IWN has delivered higher annualized returns.

Side-by-side comparison

ISCVIWN
Annual cost (TER)0.06%0.24%
Fund size (AUM)$651M$13.4B
Since20042000
Dividend yield1.90%1.49%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+29.2%+43.7%
CAGR 3Y+16.4%+18.7%
CAGR 5Y+6.7%+6.9%
Sharpe 3Y0.690.77
Volatility 1Y16.48%17.87%
Max drawdown-51.56%-46.08%

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

Similar to ISCV and IWN