Screener
TEQI vs IWS
T. Rowe Price Equity Income ETF vs iShares Russell Mid-Cap Value ETF
Key differences
Both TEQI and IWS are equity ETFs. TEQI charges 0.54% a year and IWS 0.23%. The main difference: TEQI follows a active selection strategy; IWS uses index tracking.
- TEQI follows a active selection strategy; IWS uses index tracking.
- IWS costs 0.31% less per year.
- IWS is much larger than TEQI. Larger funds are usually more liquid and less likely to close.
- IWS has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| TEQI | IWS | |
|---|---|---|
| Annual cost (TER) | 0.54% | 0.23% |
| Fund size (AUM) | $406M | $15.3B |
| Since | 2020 | 2001 |
| Dividend yield | 1.54% | 1.35% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +21.2% | +25.6% |
| CAGR 3Y | +17.3% | +18.1% |
| CAGR 5Y | +9.2% | +8.2% |
| Sharpe 3Y | 1.03 | 0.93 |
| Volatility 1Y | 10.59% | 13.30% |
| Max drawdown | -17.82% | -43.83% |
Similar to TEQI and IWS
Explore further