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IWD vs FIVA
iShares Russell 1000 Value ETF vs Fidelity International Value Factor ETF
Key differences
- IWD is significantly larger than FIVA — larger funds tend to be more liquid and less likely to close.
- IWD covers north america markets; FIVA covers global.
- Over the last 3 years, FIVA has delivered higher annualized returns.
- IWD has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| IWD | FIVA | |
|---|---|---|
| Annual cost (TER) | 0.18% | 0.18% |
| Fund size (AUM) | $74.3B | $533M |
| Since | 2000 | 2018 |
| Dividend yield | 1.55% | 2.63% |
| Asset class | equity | equity |
| Region | north america | global |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +30.0% | +36.7% |
| CAGR 3Y | +18.4% | +22.2% |
| CAGR 5Y | +10.6% | +12.8% |
| Sharpe 3Y | 1.09 | 1.17 |
| Volatility 1Y | 10.90% | 15.28% |
| Max drawdown | -38.51% | -39.60% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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