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STRV vs IWX
Strive 500 ETF vs iShares Russell Top 200 Value ETF
Key differences
- STRV costs 0.15% less per year.
- IWX 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.
- IWX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| STRV | IWX | |
|---|---|---|
| Annual cost (TER) | 0.05% | 0.20% |
| Fund size (AUM) | $1.1B | $3.4B |
| Since | 2022 | 2009 |
| Dividend yield | 1.08% | 1.53% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +30.9% | +31.0% |
| CAGR 3Y | +23.3% | +19.0% |
| CAGR 5Y | N/A | +11.5% |
| Sharpe 3Y | 1.23 | 1.21 |
| Volatility 1Y | 12.58% | 10.13% |
| Max drawdown | -18.99% | -35.76% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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