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ONEV vs IWD

State Street SPDR Russell 1000 Low Volatility Focus ETF vs iShares Russell 1000 Value ETF

ONEV

State Street SPDR Russell 1000 Low Volatility Focus ETF

State Street Investment Management

Annual cost

0.20%

Fund size

$501M

IWD

iShares Russell 1000 Value ETF

iShares

Annual cost

0.18%

Fund size

$74.3B

Key differences

  • IWD is significantly larger than ONEV — larger funds tend to be more liquid and less likely to close.
  • ONEV is classified as alternative, while IWD is equity — different risk/return profiles.
  • ONEV follows a multi strategy strategy; IWD uses index tracking.
  • Over the last 3 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

ONEVIWD
Annual cost (TER)0.20%0.18%
Fund size (AUM)$501M$74.3B
Since20152000
Dividend yield1.78%1.55%
Asset classalternativeequity
Regionnorth americanorth america
Strategymulti strategyindex tracking
CAGR 1Y+12.5%+28.5%
CAGR 3Y+12.6%+18.3%
CAGR 5Y+7.8%+10.1%
Sharpe 3Y0.731.09
Volatility 1Y11.35%10.88%
Max drawdown-39.72%-38.51%

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

Similar to ONEV and IWD