Screener
IYM vs IWD
iShares U.S. Basic Materials ETF vs iShares Russell 1000 Value ETF
Key differences
- IWD costs 0.20% less per year.
- IWD is significantly larger than IYM — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, IWD has delivered higher annualized returns.
Side-by-side comparison
| IYM | IWD | |
|---|---|---|
| Annual cost (TER) | 0.38% | 0.18% |
| Fund size (AUM) | $1.5B | $74.3B |
| Since | 2000 | 2000 |
| Dividend yield | 1.28% | 1.55% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +38.5% | +28.5% |
| CAGR 3Y | +14.7% | +18.3% |
| CAGR 5Y | +7.0% | +10.1% |
| Sharpe 3Y | 0.65 | 1.09 |
| Volatility 1Y | 18.63% | 10.88% |
| Max drawdown | -42.76% | -38.51% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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