Screener
ISVL vs IWS
iShares International Developed Small Cap Value Factor ETF vs iShares Russell Mid-Cap Value ETF
Key differences
Both ISVL and IWS are equity ETFs. ISVL charges 0.31% a year and IWS 0.23%. The main difference: ISVL covers global markets excluding the US; IWS covers North America.
- ISVL covers global markets excluding the US; IWS covers North America.
- IWS costs 0.08% less per year.
- IWS 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.
- IWS has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| ISVL | IWS | |
|---|---|---|
| Annual cost (TER) | 0.31% | 0.23% |
| Fund size (AUM) | $326M | $15.3B |
| Since | 2021 | 2001 |
| Dividend yield | 2.43% | 1.35% |
| Asset class | equity | equity |
| Region | global ex us | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +29.6% | +27.7% |
| CAGR 3Y | +22.1% | +17.1% |
| CAGR 5Y | +10.5% | +8.7% |
| Sharpe 3Y | 1.14 | 0.87 |
| Volatility 1Y | 14.80% | 13.53% |
| Max drawdown | -30.48% | -43.83% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.