Screener
IWO vs SMDV
iShares Russell 2000 Growth ETF vs ProShares Russell 2000 Dividend Growers ETF
Key differences
- IWO costs 0.16% less per year.
- IWO is significantly larger than SMDV — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, IWO has delivered higher annualized returns.
- IWO has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| IWO | SMDV | |
|---|---|---|
| Annual cost (TER) | 0.24% | 0.40% |
| Fund size (AUM) | $13.9B | $661M |
| Since | 2000 | 2015 |
| Dividend yield | 0.42% | 2.38% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +40.1% | +15.7% |
| CAGR 3Y | +18.8% | +10.6% |
| CAGR 5Y | +5.9% | +4.1% |
| Sharpe 3Y | 0.72 | 0.44 |
| Volatility 1Y | 21.33% | 15.90% |
| Max drawdown | -42.01% | -34.12% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to IWO and SMDV
Explore further