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TACU vs IWL

T. Rowe Price Active Core U.S. Equity ETF vs iShares Russell Top 200 ETF

TACU

T. Rowe Price Active Core U.S. Equity ETF

Annual cost

0.00%

Fund size

$14M

IWL

iShares Russell Top 200 ETF

Annual cost

0.15%

Fund size

$2.2B

Key differences

Both TACU and IWL are equity ETFs. TACU charges 0.00% a year and IWL 0.15%. The main difference: TACU follows a active selection strategy; IWL uses index tracking.

  • TACU follows a active selection strategy; IWL uses index tracking.
  • TACU costs 0.15% less per year.
  • IWL is much larger than TACU. Larger funds are usually more liquid and less likely to close.
  • IWL has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

TACUIWL
Annual cost (TER)0.00%0.15%
Fund size (AUM)$14M$2.2B
Since20252009
Dividend yield0.82%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+25.4%
CAGR 3YN/A+23.4%
CAGR 5YN/A+14.2%
Sharpe 3YN/A1.22
Volatility 1Y12.52%
Max drawdown-8.91%-32.71%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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