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MFVL vs IWX

Motley Fool Value Factor ETF vs iShares Russell Top 200 Value ETF

MFVL

Motley Fool Value Factor ETF

Motley Fool

Annual cost

0.50%

Fund size

$7M

IWX

iShares Russell Top 200 Value ETF

iShares

Annual cost

0.20%

Fund size

$3.4B

Key differences

  • IWX costs 0.30% less per year.
  • IWX is significantly larger than MFVL — larger funds tend to be more liquid and less likely to close.
  • IWX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

MFVLIWX
Annual cost (TER)0.50%0.20%
Fund size (AUM)$7M$3.4B
Since20252009
Dividend yield1.53%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1YN/A+31.0%
CAGR 3YN/A+19.0%
CAGR 5YN/A+11.5%
Sharpe 3YN/A1.21
Volatility 1Y10.13%
Max drawdown-7.03%-35.76%

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

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