Screener
TEQI vs IWL
T. Rowe Price Equity Income ETF vs iShares Russell Top 200 ETF
Key differences
Both TEQI and IWL are equity ETFs. TEQI charges 0.54% a year and IWL 0.15%. The main difference: TEQI follows a active selection strategy; IWL uses index tracking.
- TEQI follows a active selection strategy; IWL uses index tracking.
- IWL costs 0.39% less per year.
- IWL is much larger than TEQI. Larger funds are usually more liquid and less likely to close.
- Over the last three years, IWL has delivered higher annualized returns.
- IWL has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| TEQI | IWL | |
|---|---|---|
| Annual cost (TER) | 0.54% | 0.15% |
| Fund size (AUM) | $406M | $2.2B |
| Since | 2020 | 2009 |
| Dividend yield | 1.54% | 0.82% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +21.2% | +25.4% |
| CAGR 3Y | +17.3% | +23.4% |
| CAGR 5Y | +9.2% | +14.2% |
| Sharpe 3Y | 1.03 | 1.22 |
| Volatility 1Y | 10.59% | 12.52% |
| Max drawdown | -17.82% | -32.71% |
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