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IWD vs VTWV

iShares Russell 1000 Value ETF vs Vanguard Russell 2000 Value Index Fund ETF Shares

IWD

iShares Russell 1000 Value ETF

iShares

Annual cost

0.18%

Fund size

$74.3B

VTWV

Vanguard Russell 2000 Value Index Fund ETF Shares

Vanguard

Annual cost

0.06%

Fund size

$1.2B

Key differences

  • VTWV costs 0.12% less per year.
  • IWD is significantly larger than VTWV — larger funds tend to be 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

IWDVTWV
Annual cost (TER)0.18%0.06%
Fund size (AUM)$74.3B$1.2B
Since20002010
Dividend yield1.55%1.62%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+28.5%+44.2%
CAGR 3Y+18.3%+19.1%
CAGR 5Y+10.1%+7.1%
Sharpe 3Y1.090.77
Volatility 1Y10.88%18.29%
Max drawdown-38.51%-45.73%

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

Similar to IWD and VTWV