Screener
IYM vs IWS
iShares U.S. Basic Materials ETF vs iShares Russell Mid-Cap Value ETF
Key differences
- IWS costs 0.15% less per year.
- IWS is significantly larger than IYM — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, IWS has delivered higher annualized returns.
Side-by-side comparison
| IYM | IWS | |
|---|---|---|
| Annual cost (TER) | 0.38% | 0.23% |
| Fund size (AUM) | $1.5B | $14.9B |
| Since | 2000 | 2001 |
| Dividend yield | 1.28% | 1.38% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +38.5% | +26.4% |
| CAGR 3Y | +14.7% | +17.1% |
| CAGR 5Y | +7.0% | +8.2% |
| Sharpe 3Y | 0.65 | 0.87 |
| Volatility 1Y | 18.63% | 13.31% |
| Max drawdown | -42.76% | -43.83% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to IYM and IWS
Explore further