Screener
TEQI vs IWN
T. Rowe Price Equity Income ETF vs iShares Russell 2000 Value ETF
Key differences
Both TEQI and IWN are equity ETFs. TEQI charges 0.54% a year and IWN 0.24%. The main difference: TEQI follows a active selection strategy; IWN uses index tracking.
- TEQI follows a active selection strategy; IWN uses index tracking.
- IWN costs 0.30% less per year.
- IWN is much larger than TEQI. Larger funds are usually more liquid and less likely to close.
- Over the last three years, IWN has delivered higher annualized returns.
- IWN has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| TEQI | IWN | |
|---|---|---|
| Annual cost (TER) | 0.54% | 0.24% |
| Fund size (AUM) | $406M | $14.0B |
| Since | 2020 | 2000 |
| Dividend yield | 1.54% | 1.45% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +21.2% | +39.9% |
| CAGR 3Y | +17.3% | +19.1% |
| CAGR 5Y | +9.2% | +6.6% |
| Sharpe 3Y | 1.03 | 0.78 |
| Volatility 1Y | 10.59% | 17.99% |
| Max drawdown | -17.82% | -46.08% |
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