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IUSV vs IWN

iShares Core S&P U.S. Value ETF vs iShares Russell 2000 Value ETF

IUSV

iShares Core S&P U.S. Value ETF

iShares

Annual cost

0.04%

Fund size

$25.6B

IWN

iShares Russell 2000 Value ETF

iShares

Annual cost

0.24%

Fund size

$13.4B

Key differences

  • IUSV costs 0.20% less per year.
  • Over the last 3 years, IWN has delivered higher annualized returns.

Side-by-side comparison

IUSVIWN
Annual cost (TER)0.04%0.24%
Fund size (AUM)$25.6B$13.4B
Since20002000
Dividend yield1.71%1.49%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+23.4%+43.7%
CAGR 3Y+16.5%+18.7%
CAGR 5Y+10.8%+6.9%
Sharpe 3Y0.990.77
Volatility 1Y10.14%17.87%
Max drawdown-37.54%-46.08%

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

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