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STXV vs IWD

Strive 1000 Value ETF vs iShares Russell 1000 Value ETF

STXV

Strive 1000 Value ETF

Strive AM

Annual cost

0.18%

Fund size

$78M

IWD

iShares Russell 1000 Value ETF

iShares

Annual cost

0.18%

Fund size

$74.3B

Key differences

  • IWD is significantly larger than STXV — larger funds tend to be more liquid and less likely to close.
  • IWD has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

STXVIWD
Annual cost (TER)0.18%0.18%
Fund size (AUM)$78M$74.3B
Since20222000
Dividend yield2.28%1.55%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+29.5%+30.0%
CAGR 3Y+18.2%+18.4%
CAGR 5YN/A+10.6%
Sharpe 3Y1.101.09
Volatility 1Y10.22%10.90%
Max drawdown-14.80%-38.51%

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

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