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IWS vs VO

iShares Russell Mid-Cap Value ETF vs Vanguard Mid-Cap Index Fund ETF Shares

IWS

iShares Russell Mid-Cap Value ETF

iShares

Annual cost

0.23%

Fund size

$14.9B

VO

Vanguard Mid-Cap Index Fund ETF Shares

Vanguard

Annual cost

0.03%

Fund size

$213.8B

Key differences

  • VO costs 0.20% less per year.
  • VO is significantly larger than IWS — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

IWSVO
Annual cost (TER)0.23%0.03%
Fund size (AUM)$14.9B$213.8B
Since20012004
Dividend yield1.38%1.40%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+26.4%+18.5%
CAGR 3Y+17.1%+16.7%
CAGR 5Y+8.2%+8.0%
Sharpe 3Y0.870.88
Volatility 1Y13.31%12.42%
Max drawdown-43.83%-39.37%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to IWS and VO