Screener
IWM vs LSEQ
iShares Russell 2000 ETF vs Harbor Long-Short Equity ETF
Key differences
- IWM costs 2.09% less per year.
- IWM is significantly larger than LSEQ — larger funds tend to be more liquid and less likely to close.
- IWM is classified as equity, while LSEQ is alternative — different risk/return profiles.
- IWM follows a index tracking strategy; LSEQ uses long short.
- IWM has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| IWM | LSEQ | |
|---|---|---|
| Annual cost (TER) | 0.19% | 2.28% |
| Fund size (AUM) | $76.9B | $15M |
| Since | 2000 | 2023 |
| Dividend yield | 0.91% | 1.78% |
| Asset class | equity | alternative |
| Region | north america | north america |
| Strategy | index tracking | long short |
| CAGR 1Y | +41.8% | +19.7% |
| CAGR 3Y | +18.8% | N/A |
| CAGR 5Y | +6.5% | N/A |
| Sharpe 3Y | 0.75 | N/A |
| Volatility 1Y | 19.22% | 14.96% |
| Max drawdown | -41.13% | -8.35% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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