Screener
IWD vs IWV
iShares Russell 1000 Value ETF vs iShares Russell 3000 ETF
Key differences
Both IWD and IWV are equity ETFs. IWD charges 0.18% a year and IWV 0.20%. The main difference: IWD is much larger than IWV. Larger funds are usually more liquid and less likely to close.
- IWD is much larger than IWV. Larger funds are usually more liquid and less likely to close.
- Over the last three years, IWV has delivered higher annualized returns.
Side-by-side comparison
| IWD | IWV | |
|---|---|---|
| Annual cost (TER) | 0.18% | 0.20% |
| Fund size (AUM) | $75.6B | $19.8B |
| Since | 2000 | 2000 |
| Dividend yield | 1.50% | 0.85% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +25.4% | +22.1% |
| CAGR 3Y | +17.9% | +20.4% |
| CAGR 5Y | +9.9% | +11.9% |
| Sharpe 3Y | 1.05 | 1.07 |
| Volatility 1Y | 11.00% | 12.46% |
| Max drawdown | -38.51% | -35.22% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.