Screener
MXI vs IWD
iShares Global Materials ETF vs iShares Russell 1000 Value ETF
Key differences
Both MXI and IWD are equity ETFs. MXI charges 0.39% a year and IWD 0.18%. The main difference: MXI covers global markets; IWD covers North America.
- MXI covers global markets; IWD covers North America.
- IWD costs 0.21% less per year.
- IWD is much larger than MXI. Larger funds are usually more liquid and less likely to close.
- Over the last three years, IWD has delivered higher annualized returns.
- IWD has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| MXI | IWD | |
|---|---|---|
| Annual cost (TER) | 0.39% | 0.18% |
| Fund size (AUM) | $362M | $75.6B |
| Since | 2006 | 2000 |
| Dividend yield | 1.73% | 1.50% |
| Asset class | equity | equity |
| Region | global | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +30.9% | +28.8% |
| CAGR 3Y | +13.9% | +18.4% |
| CAGR 5Y | +6.3% | +10.5% |
| Sharpe 3Y | 0.60 | 1.09 |
| Volatility 1Y | 20.46% | 11.18% |
| Max drawdown | -39.52% | -38.51% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.