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IWB vs IUSV

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

IWB

iShares Russell 1000 ETF

iShares

Annual cost

0.15%

Fund size

$46.2B

IUSV

iShares Core S&P U.S. Value ETF

iShares

Annual cost

0.04%

Fund size

$25.6B

Key differences

  • IUSV costs 0.11% less per year.
  • Over the last 3 years, IWB has delivered higher annualized returns.

Side-by-side comparison

IWBIUSV
Annual cost (TER)0.15%0.04%
Fund size (AUM)$46.2B$25.6B
Since20002000
Dividend yield0.96%1.71%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+28.3%+23.4%
CAGR 3Y+22.8%+16.5%
CAGR 5Y+13.1%+10.8%
Sharpe 3Y1.210.99
Volatility 1Y12.07%10.14%
Max drawdown-34.60%-37.54%

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

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