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IWL vs SMMD

iShares Russell Top 200 ETF vs iShares Russell 2500 ETF

IWL

iShares Russell Top 200 ETF

iShares

Annual cost

0.15%

Fund size

$2.1B

SMMD

iShares Russell 2500 ETF

iShares

Annual cost

0.15%

Fund size

$3.0B

Key differences

  • Over the last 3 years, IWL has delivered higher annualized returns.
  • IWL has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IWLSMMD
Annual cost (TER)0.15%0.15%
Fund size (AUM)$2.1B$3.0B
Since20092017
Dividend yield0.86%1.10%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+30.1%+36.8%
CAGR 3Y+24.4%+18.9%
CAGR 5Y+14.7%+7.7%
Sharpe 3Y1.280.81
Volatility 1Y12.34%17.24%
Max drawdown-32.71%-41.06%

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

Similar to IWL and SMMD