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IVLU vs IWX
iShares Edge MSCI Intl Value Factor ETF vs iShares Russell Top 200 Value ETF
Key differences
- IWX costs 0.11% less per year.
- IVLU covers global markets; IWX covers north america.
- Over the last 3 years, IVLU has delivered higher annualized returns.
- IWX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| IVLU | IWX | |
|---|---|---|
| Annual cost (TER) | 0.31% | 0.20% |
| Fund size (AUM) | $4.0B | $3.4B |
| Since | 2015 | 2009 |
| Dividend yield | 3.39% | 1.53% |
| Asset class | equity | equity |
| Region | global | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +36.2% | +29.4% |
| CAGR 3Y | +24.2% | +18.9% |
| CAGR 5Y | +14.5% | +11.1% |
| Sharpe 3Y | 1.26 | 1.20 |
| Volatility 1Y | 15.11% | 10.11% |
| Max drawdown | -41.86% | -35.76% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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