Screener
IWD vs TVAL
iShares Russell 1000 Value ETF vs T. Rowe Price Value ETF
Key differences
Both IWD and TVAL are equity ETFs. IWD charges 0.18% a year and TVAL 0.33%. The main difference: IWD follows a index tracking strategy; TVAL uses active selection.
- IWD follows a index tracking strategy; TVAL uses active selection.
- IWD costs 0.15% less per year.
- IWD is much larger than TVAL. Larger funds are usually more liquid and less likely to close.
- IWD has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| IWD | TVAL | |
|---|---|---|
| Annual cost (TER) | 0.18% | 0.33% |
| Fund size (AUM) | $75.6B | $728M |
| Since | 2000 | 2023 |
| Dividend yield | 1.50% | 1.00% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +27.1% | +28.0% |
| CAGR 3Y | +19.0% | N/A |
| CAGR 5Y | +10.1% | N/A |
| Sharpe 3Y | 1.13 | N/A |
| Volatility 1Y | 10.96% | 10.79% |
| Max drawdown | -38.51% | -14.84% |
Similar to IWD and TVAL
Explore further