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IWN vs VTWV

iShares Russell 2000 Value ETF vs Vanguard Russell 2000 Value Index Fund ETF Shares

IWN

iShares Russell 2000 Value ETF

iShares

Annual cost

0.24%

Fund size

$13.4B

VTWV

Vanguard Russell 2000 Value Index Fund ETF Shares

Vanguard

Annual cost

0.06%

Fund size

$1.2B

Key differences

  • VTWV costs 0.18% less per year.
  • IWN is significantly larger than VTWV — 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

IWNVTWV
Annual cost (TER)0.24%0.06%
Fund size (AUM)$13.4B$1.2B
Since20002010
Dividend yield1.49%1.62%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+43.7%+44.2%
CAGR 3Y+18.7%+19.1%
CAGR 5Y+6.9%+7.1%
Sharpe 3Y0.770.77
Volatility 1Y17.87%18.29%
Max drawdown-46.08%-45.73%

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

Similar to IWN and VTWV