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STRN vs IWS

SMART Trend 25 ETF vs iShares Russell Mid-Cap Value ETF

STRN

SMART Trend 25 ETF

Annual cost

Fund size

IWS

iShares Russell Mid-Cap Value ETF

Annual cost

0.23%

Fund size

$14.9B

Key differences

  • STRN follows a active selection strategy; IWS uses index tracking.

Side-by-side comparison

STRNIWS
Annual cost (TER)0.23%
Fund size (AUM)$14.9B
Since2001
Dividend yield1.38%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+28.0%
CAGR 3YN/A+17.2%
CAGR 5YN/A+8.8%
Sharpe 3YN/A0.88
Volatility 1Y13.33%
Max drawdown-15.43%-43.83%

Similar to STRN and IWS