Screener
IWD vs PWV
iShares Russell 1000 Value ETF vs Invesco Dynamic Large Cap Value ETF
Key differences
- IWD costs 0.37% less per year.
- IWD is significantly larger than PWV — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, PWV has delivered higher annualized returns.
- IWD has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| IWD | PWV | |
|---|---|---|
| Annual cost (TER) | 0.18% | 0.55% |
| Fund size (AUM) | $74.3B | $1.5B |
| Since | 2000 | 2005 |
| Dividend yield | 1.55% | 1.83% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +30.0% | +27.6% |
| CAGR 3Y | +18.4% | +20.9% |
| CAGR 5Y | +10.6% | +12.9% |
| Sharpe 3Y | 1.09 | 1.26 |
| Volatility 1Y | 10.90% | 9.41% |
| Max drawdown | -38.51% | -37.67% |
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