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STRV vs IWL

Strive 500 ETF vs iShares Russell Top 200 ETF

STRV

Strive 500 ETF

Strive AM

Annual cost

0.05%

Fund size

$1.1B

IWL

iShares Russell Top 200 ETF

iShares

Annual cost

0.15%

Fund size

$2.1B

Key differences

  • STRV costs 0.10% less per year.
  • IWL has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

STRVIWL
Annual cost (TER)0.05%0.15%
Fund size (AUM)$1.1B$2.1B
Since20222009
Dividend yield1.08%0.86%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+30.9%+31.7%
CAGR 3Y+23.3%+24.3%
CAGR 5YN/A+15.1%
Sharpe 3Y1.231.28
Volatility 1Y12.58%12.32%
Max drawdown-18.99%-32.71%

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

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