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MXI vs IWL

iShares Global Materials ETF vs iShares Russell Top 200 ETF

MXI

iShares Global Materials ETF

Annual cost

0.39%

Fund size

$362M

IWL

iShares Russell Top 200 ETF

Annual cost

0.15%

Fund size

$2.2B

Key differences

Both MXI and IWL are equity ETFs. MXI charges 0.39% a year and IWL 0.15%. The main difference: MXI covers global markets; IWL covers North America.

  • MXI covers global markets; IWL covers North America.
  • IWL costs 0.24% less per year.
  • IWL is much larger than MXI. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, IWL has delivered higher annualized returns.

Side-by-side comparison

MXIIWL
Annual cost (TER)0.39%0.15%
Fund size (AUM)$362M$2.2B
Since20062009
Dividend yield1.73%0.82%
Asset classequityequity
Regionglobalnorth america
Strategyindex trackingindex tracking
CAGR 1Y+30.9%+24.5%
CAGR 3Y+13.9%+22.9%
CAGR 5Y+6.3%+14.1%
Sharpe 3Y0.601.19
Volatility 1Y20.46%12.68%
Max drawdown-39.52%-32.71%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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