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IUSV vs IWD

iShares Core S&P U.S. Value ETF vs iShares Russell 1000 Value ETF

IUSV

iShares Core S&P U.S. Value ETF

iShares

Annual cost

0.04%

Fund size

$25.6B

IWD

iShares Russell 1000 Value ETF

iShares

Annual cost

0.18%

Fund size

$74.3B

Key differences

  • IUSV costs 0.14% less per year.
  • Over the last 3 years, IWD has delivered higher annualized returns.

Side-by-side comparison

IUSVIWD
Annual cost (TER)0.04%0.18%
Fund size (AUM)$25.6B$74.3B
Since20002000
Dividend yield1.71%1.55%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+23.4%+28.5%
CAGR 3Y+16.5%+18.3%
CAGR 5Y+10.8%+10.1%
Sharpe 3Y0.991.09
Volatility 1Y10.14%10.88%
Max drawdown-37.54%-38.51%

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

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