Screener
IWV vs FMCX
iShares Russell 3000 ETF vs FM Focus Equity ETF
Key differences
Both IWV and FMCX are equity ETFs. IWV charges 0.20% a year and FMCX 0.71%. The main difference: IWV follows a index tracking strategy; FMCX uses active selection.
- IWV follows a index tracking strategy; FMCX uses active selection.
- IWV costs 0.51% less per year.
- IWV is much larger than FMCX. Larger funds are usually more liquid and less likely to close.
- Over the last three years, IWV has delivered higher annualized returns.
- IWV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| IWV | FMCX | |
|---|---|---|
| Annual cost (TER) | 0.20% | 0.71% |
| Fund size (AUM) | $19.8B | $118M |
| Since | 2000 | 2022 |
| Dividend yield | 0.85% | 0.33% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +24.5% | +14.1% |
| CAGR 3Y | +21.2% | +15.8% |
| CAGR 5Y | +12.2% | N/A |
| Sharpe 3Y | 1.11 | 0.86 |
| Volatility 1Y | 12.57% | 13.13% |
| Max drawdown | -35.22% | -17.70% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.