Screener
IWS vs PWV
iShares Russell Mid-Cap Value ETF vs Invesco Dynamic Large Cap Value ETF
Key differences
- IWS costs 0.32% less per year.
- IWS is significantly larger than PWV — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, PWV has delivered higher annualized returns.
Side-by-side comparison
| IWS | PWV | |
|---|---|---|
| Annual cost (TER) | 0.23% | 0.55% |
| Fund size (AUM) | $14.9B | $1.5B |
| Since | 2001 | 2005 |
| Dividend yield | 1.38% | 1.83% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +28.0% | +27.6% |
| CAGR 3Y | +17.2% | +20.9% |
| CAGR 5Y | +8.8% | +12.9% |
| Sharpe 3Y | 0.88 | 1.26 |
| Volatility 1Y | 13.33% | 9.41% |
| Max drawdown | -43.83% | -37.67% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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