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PCPP vs IWX

Porter & Company Porter Portfolio Index ETF vs iShares Russell Top 200 Value ETF

PCPP

Porter & Company Porter Portfolio Index ETF

Annual cost

Fund size

IWX

iShares Russell Top 200 Value ETF

Annual cost

0.20%

Fund size

$3.5B

Key differences

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

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

Side-by-side comparison

PCPPIWX
Annual cost (TER)0.20%
Fund size (AUM)$3.5B
Since2009
Dividend yield1.49%
Asset classmixed assetequity
Regionnorth america
Strategyindex trackingindex tracking
CAGR 1YN/A+27.9%
CAGR 3YN/A+19.3%
CAGR 5YN/A+11.0%
Sharpe 3YN/A1.23
Volatility 1Y10.22%
Max drawdown-35.76%

Similar to PCPP and IWX