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IWN vs PY
iShares Russell 2000 Value ETF vs Principal Value ETF
Key differences
- PY costs 0.09% less per year.
- IWN is significantly larger than PY — larger funds tend to be more liquid and less likely to close.
- IWN follows a index tracking strategy; PY uses active selection.
- Over the last 3 years, IWN has delivered higher annualized returns.
- IWN has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| IWN | PY | |
|---|---|---|
| Annual cost (TER) | 0.24% | 0.15% |
| Fund size (AUM) | $13.4B | $212M |
| Since | 2000 | 2016 |
| Dividend yield | 1.49% | 2.15% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +43.7% | +17.0% |
| CAGR 3Y | +18.7% | +13.8% |
| CAGR 5Y | +6.9% | +7.5% |
| Sharpe 3Y | 0.77 | 0.75 |
| Volatility 1Y | 17.87% | 10.74% |
| Max drawdown | -46.08% | -45.44% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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