Screener
IWM vs ISCB
iShares Russell 2000 ETF vs iShares Morningstar Small-Cap ETF
Key differences
Both IWM and ISCB are equity ETFs. IWM charges 0.19% a year and ISCB 0.04%. The main difference: ISCB costs 0.15% less per year.
- ISCB costs 0.15% less per year.
- IWM is much larger than ISCB. Larger funds are usually more liquid and less likely to close.
- Over the last three years, IWM has delivered higher annualized returns.
Side-by-side comparison
| IWM | ISCB | |
|---|---|---|
| Annual cost (TER) | 0.19% | 0.04% |
| Fund size (AUM) | $80.9B | $275M |
| Since | 2000 | 2004 |
| Dividend yield | 0.87% | 1.27% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +36.6% | +28.0% |
| CAGR 3Y | +18.9% | +17.5% |
| CAGR 5Y | +5.8% | +5.6% |
| Sharpe 3Y | 0.75 | 0.74 |
| Volatility 1Y | 19.54% | 16.63% |
| Max drawdown | -41.13% | -44.18% |
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