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IWP vs SMDV
iShares Russell Mid-Cap Growth ETF vs ProShares Russell 2000 Dividend Growers ETF
Key differences
- IWP costs 0.17% less per year.
- IWP is significantly larger than SMDV — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, IWP has delivered higher annualized returns.
- IWP has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| IWP | SMDV | |
|---|---|---|
| Annual cost (TER) | 0.23% | 0.40% |
| Fund size (AUM) | $19.6B | $661M |
| Since | 2001 | 2015 |
| Dividend yield | 0.34% | 2.38% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +8.5% | +18.5% |
| CAGR 3Y | +16.2% | +11.2% |
| CAGR 5Y | +7.2% | +4.8% |
| Sharpe 3Y | 0.69 | 0.47 |
| Volatility 1Y | 16.56% | 15.93% |
| Max drawdown | -38.62% | -34.12% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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