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NOEQ vs IWM

Northern Trust Us Equity Etf vs iShares Russell 2000 ETF

NOEQ

NORTHERN TRUST US EQUITY ETF

Northern Trust

Annual cost

0.12%

Fund size

$833M

IWM

iShares Russell 2000 ETF

iShares

Annual cost

0.19%

Fund size

$76.9B

Key differences

  • NOEQ costs 0.07% less per year.
  • IWM is significantly larger than NOEQ — larger funds tend to be more liquid and less likely to close.
  • IWM has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

NOEQIWM
Annual cost (TER)0.12%0.19%
Fund size (AUM)$833M$76.9B
Since20262000
Dividend yield0.91%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1YN/A+41.8%
CAGR 3YN/A+18.8%
CAGR 5YN/A+6.5%
Sharpe 3YN/A0.75
Volatility 1Y19.22%
Max drawdown-2.99%-41.13%

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

Similar to NOEQ and IWM