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IWN vs FELV

iShares Russell 2000 Value ETF vs Fidelity Enhanced Large Cap Value ETF

IWN

iShares Russell 2000 Value ETF

iShares

Annual cost

0.24%

Fund size

$13.4B

FELV

Fidelity Enhanced Large Cap Value ETF

Fidelity Investments

Annual cost

0.18%

Fund size

$2.9B

Key differences

  • FELV costs 0.06% less per year.
  • IWN is significantly larger than FELV — larger funds tend to be more liquid and less likely to close.
  • IWN has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IWNFELV
Annual cost (TER)0.24%0.18%
Fund size (AUM)$13.4B$2.9B
Since20002007
Dividend yield1.49%1.58%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+43.7%+29.5%
CAGR 3Y+18.7%N/A
CAGR 5Y+6.9%N/A
Sharpe 3Y0.77N/A
Volatility 1Y17.87%10.81%
Max drawdown-46.08%-16.08%

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

Similar to IWN and FELV