Screener
SVAL vs IWD
iShares US Small Cap Value Factor ETF vs iShares Russell 1000 Value ETF
Key differences
- IWD is significantly larger than SVAL — 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
| SVAL | IWD | |
|---|---|---|
| Annual cost (TER) | 0.20% | 0.18% |
| Fund size (AUM) | $188M | $74.3B |
| Since | 2020 | 2000 |
| Dividend yield | 2.30% | 1.55% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +36.9% | +28.5% |
| CAGR 3Y | +18.9% | +18.3% |
| CAGR 5Y | +6.5% | +10.1% |
| Sharpe 3Y | 0.74 | 1.09 |
| Volatility 1Y | 18.05% | 10.88% |
| Max drawdown | -27.44% | -38.51% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to SVAL and IWD
Explore further