Screener
STRV vs IWM
Strive 500 ETF vs iShares Russell 2000 ETF
Key differences
- STRV costs 0.14% less per year.
- IWM is significantly larger than STRV — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, STRV has delivered higher annualized returns.
- IWM has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| STRV | IWM | |
|---|---|---|
| Annual cost (TER) | 0.05% | 0.19% |
| Fund size (AUM) | $1.1B | $76.9B |
| Since | 2022 | 2000 |
| Dividend yield | 1.08% | 0.91% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +30.9% | +44.9% |
| CAGR 3Y | +23.3% | +19.6% |
| CAGR 5Y | N/A | +7.2% |
| Sharpe 3Y | 1.23 | 0.78 |
| Volatility 1Y | 12.58% | 19.29% |
| Max drawdown | -18.99% | -41.13% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to STRV and IWM
Explore further