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IWB vs STRV

iShares Russell 1000 ETF vs Strive 500 ETF

IWB

iShares Russell 1000 ETF

iShares

Annual cost

0.15%

Fund size

$46.2B

STRV

Strive 500 ETF

Strive AM

Annual cost

0.05%

Fund size

$1.1B

Key differences

  • STRV costs 0.10% less per year.
  • IWB is significantly larger than STRV — larger funds tend to be more liquid and less likely to close.
  • IWB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IWBSTRV
Annual cost (TER)0.15%0.05%
Fund size (AUM)$46.2B$1.1B
Since20002022
Dividend yield0.96%1.08%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+29.9%+30.9%
CAGR 3Y+22.7%+23.3%
CAGR 5Y+13.5%N/A
Sharpe 3Y1.211.23
Volatility 1Y12.07%12.58%
Max drawdown-34.60%-18.99%

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

Similar to IWB and STRV