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IWX vs VTWV

iShares Russell Top 200 Value ETF vs Vanguard Russell 2000 Value Index Fund ETF Shares

IWX

iShares Russell Top 200 Value ETF

iShares

Annual cost

0.20%

Fund size

$3.4B

VTWV

Vanguard Russell 2000 Value Index Fund ETF Shares

Vanguard

Annual cost

0.06%

Fund size

$1.2B

Key differences

  • VTWV costs 0.14% less per year.

Side-by-side comparison

IWXVTWV
Annual cost (TER)0.20%0.06%
Fund size (AUM)$3.4B$1.2B
Since20092010
Dividend yield1.53%1.62%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+29.4%+44.2%
CAGR 3Y+18.9%+19.1%
CAGR 5Y+11.1%+7.1%
Sharpe 3Y1.200.77
Volatility 1Y10.11%18.29%
Max drawdown-35.76%-45.73%

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

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