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IYM vs IWN

iShares U.S. Basic Materials ETF vs iShares Russell 2000 Value ETF

IYM

iShares U.S. Basic Materials ETF

iShares

Annual cost

0.38%

Fund size

$1.5B

IWN

iShares Russell 2000 Value ETF

iShares

Annual cost

0.24%

Fund size

$13.4B

Key differences

  • IWN costs 0.14% less per year.
  • IWN is significantly larger than IYM — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, IWN has delivered higher annualized returns.

Side-by-side comparison

IYMIWN
Annual cost (TER)0.38%0.24%
Fund size (AUM)$1.5B$13.4B
Since20002000
Dividend yield1.28%1.49%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+38.5%+43.7%
CAGR 3Y+14.7%+18.7%
CAGR 5Y+7.0%+6.9%
Sharpe 3Y0.650.77
Volatility 1Y18.63%17.87%
Max drawdown-42.76%-46.08%

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

Similar to IYM and IWN