Screener
SSPY vs IWV
Stratified LargeCap Index ETF vs iShares Russell 3000 ETF
Key differences
Both SSPY and IWV are equity ETFs. SSPY charges 0.45% a year and IWV 0.20%. The main difference: IWV costs 0.25% less per year.
- IWV costs 0.25% less per year.
- IWV is much larger than SSPY. Larger funds are usually more liquid and less likely to close.
- Over the last three years, IWV has delivered higher annualized returns.
- IWV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SSPY | IWV | |
|---|---|---|
| Annual cost (TER) | 0.45% | 0.20% |
| Fund size (AUM) | $125M | $19.8B |
| Since | 2019 | 2000 |
| Dividend yield | 1.26% | 0.85% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +20.2% | +22.1% |
| CAGR 3Y | +14.7% | +20.4% |
| CAGR 5Y | +9.0% | +11.9% |
| Sharpe 3Y | 0.83 | 1.07 |
| Volatility 1Y | 10.64% | 12.46% |
| Max drawdown | -36.67% | -35.22% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.