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IWN vs IUSV

iShares Russell 2000 Value ETF vs iShares Core S&P U.S. Value ETF

IWN

iShares Russell 2000 Value ETF

iShares

Annual cost

0.24%

Fund size

$13.4B

IUSV

iShares Core S&P U.S. Value ETF

iShares

Annual cost

0.04%

Fund size

$25.6B

Key differences

  • IUSV costs 0.20% less per year.
  • Over the last 3 years, IWN has delivered higher annualized returns.

Side-by-side comparison

IWNIUSV
Annual cost (TER)0.24%0.04%
Fund size (AUM)$13.4B$25.6B
Since20002000
Dividend yield1.49%1.71%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+43.7%+23.4%
CAGR 3Y+18.7%+16.5%
CAGR 5Y+6.9%+10.8%
Sharpe 3Y0.770.99
Volatility 1Y17.87%10.14%
Max drawdown-46.08%-37.54%

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

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