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IWD vs OEF

iShares Russell 1000 Value ETF vs iShares S&P 100 ETF

IWD

iShares Russell 1000 Value ETF

iShares

Annual cost

0.18%

Fund size

$74.3B

OEF

iShares S&P 100 ETF

iShares

Annual cost

0.20%

Fund size

$19.6B

Key differences

  • IWD is significantly larger than OEF — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, OEF has delivered higher annualized returns.

Side-by-side comparison

IWDOEF
Annual cost (TER)0.18%0.20%
Fund size (AUM)$74.3B$19.6B
Since20002000
Dividend yield1.55%0.88%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+28.5%+31.9%
CAGR 3Y+18.3%+25.8%
CAGR 5Y+10.1%+15.9%
Sharpe 3Y1.091.31
Volatility 1Y10.88%12.88%
Max drawdown-38.51%-31.44%

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

Similar to IWD and OEF