Screener
IWS vs IWV
iShares Russell Mid-Cap Value ETF vs iShares Russell 3000 ETF
Key differences
Both IWS and IWV are equity ETFs. IWS charges 0.23% a year and IWV 0.20%. The main difference: Over the last three years, IWV has delivered higher annualized returns.
- Over the last three years, IWV has delivered higher annualized returns.
Side-by-side comparison
| IWS | IWV | |
|---|---|---|
| Annual cost (TER) | 0.23% | 0.20% |
| Fund size (AUM) | $15.3B | $19.8B |
| Since | 2001 | 2000 |
| Dividend yield | 1.35% | 0.85% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +27.7% | +24.5% |
| CAGR 3Y | +17.1% | +21.2% |
| CAGR 5Y | +8.7% | +12.2% |
| Sharpe 3Y | 0.87 | 1.11 |
| Volatility 1Y | 13.53% | 12.57% |
| Max drawdown | -43.83% | -35.22% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.