Screener
ISVL vs IWD
iShares International Developed Small Cap Value Factor ETF vs iShares Russell 1000 Value ETF
Key differences
Both ISVL and IWD are equity ETFs. ISVL charges 0.31% a year and IWD 0.18%. The main difference: ISVL covers global markets excluding the US; IWD covers North America.
- ISVL covers global markets excluding the US; IWD covers North America.
- IWD costs 0.13% less per year.
- IWD is much larger than ISVL. Larger funds are usually more liquid and less likely to close.
- Over the last three years, ISVL has delivered higher annualized returns.
- IWD has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| ISVL | IWD | |
|---|---|---|
| Annual cost (TER) | 0.31% | 0.18% |
| Fund size (AUM) | $326M | $75.6B |
| Since | 2021 | 2000 |
| Dividend yield | 2.43% | 1.50% |
| Asset class | equity | equity |
| Region | global ex us | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +29.6% | +28.8% |
| CAGR 3Y | +22.1% | +18.4% |
| CAGR 5Y | +10.5% | +10.5% |
| Sharpe 3Y | 1.14 | 1.09 |
| Volatility 1Y | 14.80% | 11.18% |
| Max drawdown | -30.48% | -38.51% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.