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IWL vs IWX

iShares Russell Top 200 ETF vs iShares Russell Top 200 Value ETF

IWL

iShares Russell Top 200 ETF

iShares

Annual cost

0.15%

Fund size

$2.1B

IWX

iShares Russell Top 200 Value ETF

iShares

Annual cost

0.20%

Fund size

$3.4B

Key differences

  • IWL costs 0.05% less per year.
  • Over the last 3 years, IWL has delivered higher annualized returns.

Side-by-side comparison

IWLIWX
Annual cost (TER)0.15%0.20%
Fund size (AUM)$2.1B$3.4B
Since20092009
Dividend yield0.86%1.53%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+30.1%+29.4%
CAGR 3Y+24.4%+18.9%
CAGR 5Y+14.7%+11.1%
Sharpe 3Y1.281.20
Volatility 1Y12.34%10.11%
Max drawdown-32.71%-35.76%

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

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