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IWD vs IUSV

iShares Russell 1000 Value ETF vs iShares Core S&P U.S. Value ETF

IWD

iShares Russell 1000 Value ETF

iShares

Annual cost

0.18%

Fund size

$74.3B

IUSV

iShares Core S&P U.S. Value ETF

iShares

Annual cost

0.04%

Fund size

$25.6B

Key differences

  • IUSV costs 0.14% less per year.
  • Over the last 3 years, IWD has delivered higher annualized returns.

Side-by-side comparison

IWDIUSV
Annual cost (TER)0.18%0.04%
Fund size (AUM)$74.3B$25.6B
Since20002000
Dividend yield1.55%1.71%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+28.5%+23.4%
CAGR 3Y+18.3%+16.5%
CAGR 5Y+10.1%+10.8%
Sharpe 3Y1.090.99
Volatility 1Y10.88%10.14%
Max drawdown-38.51%-37.54%

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

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