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IWS vs IUSV

iShares Russell Mid-Cap Value ETF vs iShares Core S&P U.S. Value ETF

IWS

iShares Russell Mid-Cap Value ETF

iShares

Annual cost

0.23%

Fund size

$14.9B

IUSV

iShares Core S&P U.S. Value ETF

iShares

Annual cost

0.04%

Fund size

$25.6B

Key differences

  • IUSV costs 0.19% less per year.

Side-by-side comparison

IWSIUSV
Annual cost (TER)0.23%0.04%
Fund size (AUM)$14.9B$25.6B
Since20012000
Dividend yield1.38%1.71%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+26.4%+23.4%
CAGR 3Y+17.1%+16.5%
CAGR 5Y+8.2%+10.8%
Sharpe 3Y0.870.99
Volatility 1Y13.31%10.14%
Max drawdown-43.83%-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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