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IWN vs FFLV

iShares Russell 2000 Value ETF vs Fidelity Fundamental Large Cap

IWN

iShares Russell 2000 Value ETF

iShares

Annual cost

0.24%

Fund size

$13.4B

FFLV

Fidelity Fundamental Large Cap

Fidelity Investments

Annual cost

0.38%

Fund size

$17M

Key differences

  • IWN costs 0.14% less per year.
  • IWN is significantly larger than FFLV — larger funds tend to be more liquid and less likely to close.
  • IWN covers north america markets; FFLV covers global.
  • IWN follows a index tracking strategy; FFLV uses active selection.
  • IWN has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IWNFFLV
Annual cost (TER)0.24%0.38%
Fund size (AUM)$13.4B$17M
Since20002024
Dividend yield1.49%1.48%
Asset classequityequity
Regionnorth americaglobal
Strategyindex trackingactive selection
CAGR 1Y+43.7%+28.1%
CAGR 3Y+18.7%N/A
CAGR 5Y+6.9%N/A
Sharpe 3Y0.77N/A
Volatility 1Y17.87%11.50%
Max drawdown-46.08%-16.71%

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

Similar to IWN and FFLV