Screener
IWD vs ISCV
iShares Russell 1000 Value ETF vs iShares Morningstar Small-Cap Value ETF
Key differences
- ISCV costs 0.12% less per year.
- IWD is significantly larger than ISCV — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, IWD has delivered higher annualized returns.
Side-by-side comparison
| IWD | ISCV | |
|---|---|---|
| Annual cost (TER) | 0.18% | 0.06% |
| Fund size (AUM) | $74.3B | $651M |
| Since | 2000 | 2004 |
| Dividend yield | 1.55% | 1.90% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +28.5% | +29.2% |
| CAGR 3Y | +18.3% | +16.4% |
| CAGR 5Y | +10.1% | +6.7% |
| Sharpe 3Y | 1.09 | 0.69 |
| Volatility 1Y | 10.88% | 16.48% |
| Max drawdown | -38.51% | -51.56% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to IWD and ISCV
Explore further