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IWS vs VOE
iShares Russell Mid-Cap Value ETF vs Vanguard Mid-Cap Value Index Fund
Key differences
- VOE costs 0.18% less per year.
- IWS has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| IWS | VOE | |
|---|---|---|
| Annual cost (TER) | 0.23% | 0.05% |
| Fund size (AUM) | $14.9B | $36.7B |
| Since | 2001 | 2006 |
| Dividend yield | 1.38% | 1.88% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +26.4% | +23.7% |
| CAGR 3Y | +17.1% | +16.6% |
| CAGR 5Y | +8.2% | +8.6% |
| Sharpe 3Y | 0.87 | 0.92 |
| Volatility 1Y | 13.31% | 11.61% |
| Max drawdown | -43.83% | -43.18% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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