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IWV vs IVV

iShares Russell 3000 ETF vs iShares Core S&P 500 ETF

IWV

iShares Russell 3000 ETF

Annual cost

0.20%

Fund size

$19.8B

IVV

iShares Core S&P 500 ETF

Annual cost

0.03%

Fund size

$854.9B

Key differences

Both IWV and IVV are equity ETFs. IWV charges 0.20% a year and IVV 0.03%. The main difference: IVV costs 0.17% less per year.

  • IVV costs 0.17% less per year.
  • IVV is much larger than IWV. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

IWVIVV
Annual cost (TER)0.20%0.03%
Fund size (AUM)$19.8B$854.9B
Since20002000
Dividend yield0.85%1.06%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+22.1%+22.5%
CAGR 3Y+20.4%+21.0%
CAGR 5Y+11.9%+13.2%
Sharpe 3Y1.071.11
Volatility 1Y12.46%12.18%
Max drawdown-35.22%-33.90%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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