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IWD vs BBH

iShares Russell 1000 Value ETF vs VanEck Biotech ETF

IWD

iShares Russell 1000 Value ETF

Annual cost

0.18%

Fund size

$75.6B

BBH

VanEck Biotech ETF

Annual cost

0.35%

Fund size

$367M

Key differences

Both IWD and BBH are equity ETFs. IWD charges 0.18% a year and BBH 0.35%. The main difference: IWD costs 0.17% less per year.

  • IWD costs 0.17% less per year.
  • IWD is much larger than BBH. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, IWD has delivered higher annualized returns.
  • IWD has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IWDBBH
Annual cost (TER)0.18%0.35%
Fund size (AUM)$75.6B$367M
Since20002011
Dividend yield1.50%0.51%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+28.8%+21.9%
CAGR 3Y+18.4%+6.6%
CAGR 5Y+10.5%-0.2%
Sharpe 3Y1.090.25
Volatility 1Y11.18%19.41%
Max drawdown-38.51%-39.86%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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