Screener
IWD vs FMCX
iShares Russell 1000 Value ETF vs FM Focus Equity ETF
Key differences
Both IWD and FMCX are equity ETFs. IWD charges 0.18% a year and FMCX 0.71%. The main difference: IWD follows a index tracking strategy; FMCX uses active selection.
- IWD follows a index tracking strategy; FMCX uses active selection.
- IWD costs 0.53% less per year.
- IWD is much larger than FMCX. 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
| IWD | FMCX | |
|---|---|---|
| Annual cost (TER) | 0.18% | 0.71% |
| Fund size (AUM) | $75.6B | $118M |
| Since | 2000 | 2022 |
| Dividend yield | 1.50% | 0.33% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +28.8% | +14.1% |
| CAGR 3Y | +18.4% | +15.8% |
| CAGR 5Y | +10.5% | N/A |
| Sharpe 3Y | 1.09 | 0.86 |
| Volatility 1Y | 11.18% | 13.13% |
| Max drawdown | -38.51% | -17.70% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.