Screener
TEQI vs IWX
T. Rowe Price Equity Income ETF vs iShares Russell Top 200 Value ETF
Key differences
Both TEQI and IWX are equity ETFs. TEQI charges 0.54% a year and IWX 0.20%. The main difference: TEQI follows a active selection strategy; IWX uses index tracking.
- TEQI follows a active selection strategy; IWX uses index tracking.
- IWX costs 0.34% less per year.
- IWX is much larger than TEQI. Larger funds are usually more liquid and less likely to close.
- Over the last three years, IWX has delivered higher annualized returns.
- IWX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| TEQI | IWX | |
|---|---|---|
| Annual cost (TER) | 0.54% | 0.20% |
| Fund size (AUM) | $406M | $3.5B |
| Since | 2020 | 2009 |
| Dividend yield | 1.54% | 1.49% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +21.2% | +27.9% |
| CAGR 3Y | +17.3% | +19.3% |
| CAGR 5Y | +9.2% | +11.0% |
| Sharpe 3Y | 1.03 | 1.23 |
| Volatility 1Y | 10.59% | 10.22% |
| Max drawdown | -17.82% | -35.76% |
Similar to TEQI and IWX
Explore further