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ISVL vs IWN

iShares International Developed Small Cap Value Factor ETF vs iShares Russell 2000 Value ETF

ISVL

iShares International Developed Small Cap Value Factor ETF

Annual cost

0.31%

Fund size

$326M

IWN

iShares Russell 2000 Value ETF

Annual cost

0.24%

Fund size

$14.0B

Key differences

Both ISVL and IWN are equity ETFs. ISVL charges 0.31% a year and IWN 0.24%. The main difference: ISVL covers global markets excluding the US; IWN covers North America.

  • ISVL covers global markets excluding the US; IWN covers North America.
  • IWN costs 0.07% less per year.
  • IWN 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.
  • IWN has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

ISVLIWN
Annual cost (TER)0.31%0.24%
Fund size (AUM)$326M$14.0B
Since20212000
Dividend yield2.43%1.45%
Asset classequityequity
Regionglobal ex usnorth america
Strategyindex trackingindex tracking
CAGR 1Y+29.6%+41.9%
CAGR 3Y+22.1%+17.3%
CAGR 5Y+10.5%+6.9%
Sharpe 3Y1.140.71
Volatility 1Y14.80%18.09%
Max drawdown-30.48%-46.08%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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