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PCPP vs IWD

Porter & Company Porter Portfolio Index ETF vs iShares Russell 1000 Value ETF

PCPP

Porter & Company Porter Portfolio Index ETF

Annual cost

Fund size

IWD

iShares Russell 1000 Value ETF

Annual cost

0.18%

Fund size

$75.6B

Key differences

PCPP is a mixed asset ETF, while IWD is an equity ETF.

  • PCPP is a mixed asset fund, while IWD is an equity fund. They carry different risk/return profiles.

Side-by-side comparison

PCPPIWD
Annual cost (TER)0.18%
Fund size (AUM)$75.6B
Since2000
Dividend yield1.50%
Asset classmixed assetequity
Regionnorth america
Strategyindex trackingindex tracking
CAGR 1YN/A+27.1%
CAGR 3YN/A+19.0%
CAGR 5YN/A+10.1%
Sharpe 3YN/A1.13
Volatility 1Y10.96%
Max drawdown-38.51%

Similar to PCPP and IWD