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RUSC vs IWS

Russell Investments U.S. Small Cap Equity ETF vs iShares Russell Mid-Cap Value ETF

RUSC

Russell Investments U.S. Small Cap Equity ETF

Russell Investment Management Limited

Annual cost

0.64%

Fund size

$57M

IWS

iShares Russell Mid-Cap Value ETF

iShares

Annual cost

0.23%

Fund size

$14.9B

Key differences

  • IWS costs 0.41% less per year.
  • IWS is significantly larger than RUSC — larger funds tend to be more liquid and less likely to close.
  • IWS has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

RUSCIWS
Annual cost (TER)0.64%0.23%
Fund size (AUM)$57M$14.9B
Since20252001
Dividend yield1.38%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+39.9%+26.4%
CAGR 3YN/A+17.1%
CAGR 5YN/A+8.2%
Sharpe 3YN/A0.87
Volatility 1Y18.14%13.31%
Max drawdown-9.18%-43.83%

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

Similar to RUSC and IWS