Screener
IWD vs IWS
iShares Russell 1000 Value ETF vs iShares Russell Mid-Cap Value ETF
Key differences
- IWD costs 0.05% less per year.
- IWD is significantly larger than IWS — 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 | IWS | |
|---|---|---|
| Annual cost (TER) | 0.18% | 0.23% |
| Fund size (AUM) | $74.3B | $14.9B |
| Since | 2000 | 2001 |
| Dividend yield | 1.55% | 1.38% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +28.5% | +26.4% |
| CAGR 3Y | +18.3% | +17.1% |
| CAGR 5Y | +10.1% | +8.2% |
| Sharpe 3Y | 1.09 | 0.87 |
| Volatility 1Y | 10.88% | 13.31% |
| Max drawdown | -38.51% | -43.83% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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