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ONEY vs IWX
State Street SPDR Russell 1000 Yield Focus ETF vs iShares Russell Top 200 Value ETF
Key differences
- IWX is significantly larger than ONEY — larger funds tend to be more liquid and less likely to close.
- ONEY is classified as alternative, while IWX is equity — different risk/return profiles.
- Over the last 3 years, IWX has delivered higher annualized returns.
- IWX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| ONEY | IWX | |
|---|---|---|
| Annual cost (TER) | 0.20% | 0.20% |
| Fund size (AUM) | $853M | $3.4B |
| Since | 2015 | 2009 |
| Dividend yield | 2.86% | 1.53% |
| Asset class | alternative | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +23.4% | +29.4% |
| CAGR 3Y | +15.5% | +18.9% |
| CAGR 5Y | +8.7% | +11.1% |
| Sharpe 3Y | 0.82 | 1.20 |
| Volatility 1Y | 12.52% | 10.11% |
| Max drawdown | -46.80% | -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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