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IWY vs TMDV

iShares Russell Top 200 Growth ETF vs ProShares Russell US Dividend Growers ETF

IWY

iShares Russell Top 200 Growth ETF

iShares

Annual cost

0.20%

Fund size

$16.5B

TMDV

ProShares Russell US Dividend Growers ETF

ProShares

Annual cost

0.35%

Fund size

$4M

Key differences

  • IWY costs 0.15% less per year.
  • IWY is significantly larger than TMDV — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, IWY has delivered higher annualized returns.
  • IWY has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IWYTMDV
Annual cost (TER)0.20%0.35%
Fund size (AUM)$16.5B$4M
Since20092019
Dividend yield0.35%2.58%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+28.6%+8.3%
CAGR 3Y+27.2%+5.2%
CAGR 5Y+16.7%+2.7%
Sharpe 3Y1.160.18
Volatility 1Y15.63%12.22%
Max drawdown-32.68%-33.42%

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

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