Screener
IWV vs IWD
iShares Russell 3000 ETF vs iShares Russell 1000 Value ETF
Key differences
Both IWV and IWD are equity ETFs. IWV charges 0.20% a year and IWD 0.18%. The main difference: IWD is much larger than IWV. Larger funds are usually more liquid and less likely to close.
- IWD is much larger than IWV. Larger funds are usually more liquid and less likely to close.
- Over the last three years, IWV has delivered higher annualized returns.
Side-by-side comparison
| IWV | IWD | |
|---|---|---|
| Annual cost (TER) | 0.20% | 0.18% |
| Fund size (AUM) | $19.8B | $75.6B |
| Since | 2000 | 2000 |
| Dividend yield | 0.85% | 1.50% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +22.1% | +25.4% |
| CAGR 3Y | +20.4% | +17.9% |
| CAGR 5Y | +11.9% | +9.9% |
| Sharpe 3Y | 1.07 | 1.05 |
| Volatility 1Y | 12.46% | 11.00% |
| Max drawdown | -35.22% | -38.51% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.