Screener
IWM vs TSPA
iShares Russell 2000 ETF vs T. Rowe Price US Equity Research ETF
Key differences
Both IWM and TSPA are equity ETFs. IWM charges 0.19% a year and TSPA 0.34%. The main difference: IWM costs 0.15% less per year.
- IWM costs 0.15% less per year.
- IWM is much larger than TSPA. Larger funds are usually more liquid and less likely to close.
- Over the last three years, TSPA has delivered higher annualized returns.
- IWM has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| IWM | TSPA | |
|---|---|---|
| Annual cost (TER) | 0.19% | 0.34% |
| Fund size (AUM) | $80.9B | $3.4B |
| Since | 2000 | 2021 |
| Dividend yield | 0.87% | 0.56% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +36.6% | +24.7% |
| CAGR 3Y | +18.9% | +23.0% |
| CAGR 5Y | +5.8% | N/A |
| Sharpe 3Y | 0.75 | 1.22 |
| Volatility 1Y | 19.54% | 12.59% |
| Max drawdown | -41.13% | -24.72% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.